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Services

Services
Our clients’ success determines our own.  So we ensure both by successful collaboration and continual focus on resolving client issues.

Most of our corporate clients are in a tech space (software, development tools, B2B services, information technology, artificial intelligence (AI), biotech, medical device, drug development platforms, etc.).  Some are professional services (psychologists, CPAs, e.g.), and some are consumer products companies. We also regularly advise individuals who are either starting a new job or leaving one, in connection with their employment/separation agreements.

Our Services – Entities as Clients

Startups - Formation

Startups - Formation

  • Corporation or LLC formation
  • Issuance of founder’s shares
  • Technology license agreements
  • Stock option or other equity compensation plans
  • Employment agreements
  • Standard forms of employee offer letters

More
Startups - Fundraising

Startups - Fundraising

  • Angel round
    • Sale of common stock or preferred stock
    • SAFE or KISS
    • Convertible Promissory Notes
    • Shareholders Agreements
    • SEC and state securities law compliance

More
Mergers and Acquisitions

Mergers and Acquisitions

  • Represent purchasers and sellers
  • Mergers
  • Asset Purchase and Sale
  • Change of Control (sale of majority ownership)
  • Employee Retention Plans
  • Carve-out Agreements
  • “Acqui-hire” transactions
Board of Directors Advisory

Board of Directors Advisory

  • Counsel to special committee of Board of Directors
  • Fiduciary Duties
  • General Counsel to Board of Directors
Private Equity Fund Formation

Private Equity Fund Formation

  • Fund LLC or Partnership Agreement
  • Subscription Agreement and Investor Questionnaire
  • Private Placement Memorandum
  • SEC and state securities law compliance
General Corporate and Miscellaneous

General Corporate and Miscellaneous

  • Leases
  • Employee Handbooks
  • Review and advice regarding Franchise Agreements
Nonprofit Businesses

Nonprofit Businesses

  • Formation of non-profit corporation
  • Preparation and filing of 501(c)(3) tax-exempt application
  • Governance policies and procedures
Individual Employment Advice

Individual Employment Advice

  • Executive employment agreements and equity compensation plans
  • Noncompete Agreements
  • Separation Agreements
Services

CALL US

206-310-1651

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