LEGAL FOUNDATIONS

Startup Packages

Implement a sound legal foundation for an idea/business or bolster your business’s current legal framework.

Bundles

Includes the following guidance, services, and documents: 

  • Initial 1-hour strategy meeting (via phone or video call)

  • Initial legal audit to identify gaps and priority areas

  • Startup legal checklist 

  • Advisement on advantageous type of entity and state of formation

  • Prepare and file formation documents and post-formation filings (filing fees not included) 

  • One foreign qualification (if doing business in a second state)

  • Registered Agent instructions

  • 83(b) Election and Filing Instructions

  • Document Preparation: 

    • Post-formation resolutions and resignation of incorporator

    • Initial resolutions of board of directors

    • Reusable template for minutes at annual board meetings

    • Reusable template for minutes at special board meetings

    • Reusable template for minutes at annual stockholders meetings

    • Reusable template for minutes of special stockholders meetings 

    • Reusable template of board resolution

    • Your choice of 2 customized documents in the Startup Document Library.

Price sheet available upon request.

Tier 1

Includes everything in Tier 1, plus the following: 

  • Additional 1-hour strategy meeting (via phone or video call)

  • Discounted Cap Table Setup and Integration through Carta

  • Legal review of pitch deck and business plan

  • 10% discount on future fees for the next year 

  • Your choice of 2 customized documents in the Startup Document Library.

Price sheet available upon request.

Tier 2

Includes everything in Tier 2, plus the following: 

  • Additional 1-hour strategy meeting (via phone or video call) 

  • 20% discount on future fees for the next year

  • Your choice of 2 customized documents from the Startup Document Library. 

Price sheet available upon request.

Tier 3

Startup Document Library

Corporate Governance 

  • Founders’ Agreement

  • Operating Agreement (if LLC)

  • Shareholders Agreement (if Corporation)

  • Bylaws

  • Restricted Stock Purchase Agreement 

  • Notice of Stock Issuance 

  • Advisory board charter  

  • Advisor agreement form 

  • Indemnification agreement for Officers & Directors 

  • Buy-Sell agreement

Business & Commercial

  • Master Services Agreement (MSA) 

  • Website terms of use  

  • Website privacy policy

  • Vendor Agreement 

Human Resources

  • Executive employment agreement Form  

  • Employee Agreement/Offer Letter Form 

  • Work-Made-For-Hire Agreement

  • Independent Contractor Agreement

  • Consulting Agreement  

  • Employee Stock Option Plan (ESOP) with form issuance notice and ancillary documents

Intellectual Property

  • Proprietary Information and Invention Assignment Agreement

  • Trade secret guidance document & checklist  

  • Non-disclosure agreement (unilateral and bilateral forms)