Corporate and Business in the United States
📁 Entity Formation & Business Structuring
We help clients choose and form the most appropriate legal structure for their business—whether it’s a Limited Liability Company (LLC), Corporation (C-Corp or S-Corp), Partnership, or Nonprofit Organization—based on their goals, liability preferences, tax strategy, and long-term vision. Our services include drafting and filing formation documents, preparing foundational governance materials such as bylaws or operating agreements, and providing strategic counsel to ensure the business is set up for long-term success under California law.
📊 Corporate Governance & Compliance
We offer ongoing legal guidance to help businesses maintain compliance with California corporate regulations and industry-specific requirements. This includes assistance with corporate formalities such as annual meetings, minutes, resolutions, and state filings, as well as updating governance documents as the company grows or pivots. We also advise boards, officers, and shareholders on their legal duties and responsibilities, helping to reduce liability and reinforce good governance practices.
💸 Business Financing & Capital Strategy
Whether our clients are pursuing debt financing, private equity, or angel investment, we provide tailored legal support to structure, negotiate, and close funding transactions. We draft and review term sheets, loan agreements, promissory notes, investor documents, and ensure compliance with state and federal securities laws. Our focus is on aligning the capital structure with the business’s growth stage, strategy, and risk tolerance, while protecting founders and maintaining operational flexibility.
🔁 Mergers, Acquisitions & Restructuring
We represent buyers, sellers, and investors in mergers, acquisitions, asset purchases, and reorganizations involving California-based and cross-border entities. From due diligence and deal structuring to contract negotiation and regulatory filings, we work closely with our clients to manage risk, protect value, and ensure a smooth transition that respects both the legal framework and the operational realities of the business.
🧭 General Counsel Services for Small & Mid-Sized Businesses
Many of our clients rely on us as their outsourced general counsel, providing ongoing strategic and legal advice without the overhead of an in-house legal department. We assist with day-to-day operations, contract review and negotiation, corporate matters, risk management, and general legal guidance.
While we do not claim to be experts in every specialized area of law, our role includes helping clients identify when specialized counsel is needed—whether in tax, intellectual property, labor law, or other highly technical fields. We collaborate with trusted professionals to ensure that our clients receive well-rounded, practical, and timely advice tailored to their needs. This relationship allows us to maintain a holistic view of the business while building a legal strategy that aligns with its mission and long-term goals.
👨👩👧👦 Family-Owned Business Support & Succession Planning
We work closely with family-owned businesses to ensure both legal and emotional aspects of continuity are addressed with care and foresight. Our services include drafting buy-sell agreements, shareholder arrangements, and succession plans that respect family dynamics and promote long-term stability. We also integrate trust and estate planning tools when appropriate to safeguard the transfer of ownership and leadership across generations.