Business Transactions and Corporate Law

Legal, Insurance, Financial and Tax Issues

Too often businesses only seek legal guidance AFTER they have a problem or dispute.  We want to empower you to take control of any potential legal issues proactively - BEFORE problems or disputes manifest.


Whether you are interested in starting a business or already have a business or are thinking about an exit strategy and need to create a succession plan, every business needs a solid foundation of legal, insurance, financial and tax (LIFT) issues.  To help you gauge what exact needs you may have, we start all corporate engagements with a LIFT Planning Session that reviews the status (and your comfort level) with each of these issues.  We then create a tangible action list that prioritizes any outstanding concerns. 


Whether you need to incorporate a legal entity, desire to create or strengthen your brand with intellectual property protections (i.e, trademarks/copyrights), need contracts for customers, vendors or employees or any of the other myriad of legal issues attendant to establishing or running a successful and legally protected business, we are a full service firm to meet the needs of your business. 

image1

Creative Business Lawyer® Outside Counsel Packages

image2

As a business owner, you know you need legal guidance but can't afford to hire an in-house lawyer.  Nor do you want to pay exorbitant hourly fees.  We have a solution for you.  We partner with businesses as a trusted advisor to help you design, implement and maintain an effective plan for your business that balances legal, insurance, tax and financial strategies that can be clearly understood and executed through our Outside Counsel Packages.  We help entrepreneurs manage their legal needs so they can focus on what they do best - strengthening their brand and growing their business.


Each of our packages requires a one (1) year commitment.

Emerging Entrepreneur

  • Bi-weekly e-newsletter
  • Business assessment/audit to identify your biggest legal, insurance, financial and tax risks
  • Contract review and negotiation for up to 5 contracts/year before you sign and commit
  • Contract management to notify you of important contract renewal deadlines
  • Draft up to 3 custom contracts per year (customer/vendor/other)
  • Draft 1 employee or independent contractor agreement
  • Letter from lawyer on your behalf to resolve 1 legal issue
  • Creation or amendment of 1 corporate entity
  • Draft or revise 1 operating agreement (only for the first year)  
  • Strategy calls to ensure you are getting the most out of our relationship:  1st year: Monthly calls | 2nd+ year: Quarterly calls
  • Quick questions answered by email
  • Assistance with annual corporate meeting minutes, as desired
  • 10% discount on other legal services that fall outside the plan

Growing Enterprise

  • Bi-weekly e-newsletter 
  • Business assessment/audit to identify your biggest legal, insurance, financial and tax risks
  • Contract review and negotiations before you sign and commit
  • Contract management to notify you of important contract renewal deadlines
  • Draft up to 5 custom contracts per year (customer/vendor/other) 
  • Draft up to 2 employee or independent contractor agreement(s)
  • Prepare/review employment manual, if needed
  • Letter from lawyer on your behalf to resolve up to 3 legal issues 
  • Create or amend 2 corporate entities
  • Draft or revise 2 operating agreements
  • Prepare and file 1 trademark application
  • Monthly strategy calls to ensure you are getting the most out of our relationship
  • Quick questions answered by email
  • Assistance with annual corporate meeting minutes, as desired
  • Oversee  matters with other professionals (other attorneys, accountants, insurance agents, etc.)
  • 15% discount on other legal services that fall outside the plan

Empire Builder

  • Bi-weekly e-newsletter 
  • Business assessment/audit to identify your biggest legal, insurance, financial and tax risks
  • Contract review and negotiation before you sign and commit
  • Contract management to notify you of important contract renewal deadlines
  • Draft up to 10 custom contracts per year (customer/vendor/other)
  • Draft up to 3 employee or independent contractor agreement(s)
  • Prepare/review employment manual, if needed
  • Letter from lawyer on your behalf to resolve up to 5 legal issues 
  • Create or amend 3 corporate entities
  • Draft or revise 3 operating agreements
  • Prepare and file 2 trademark applications
  • Monthly strategy calls to ensure you are getting the most out of our relationship
  • Quick questions answered by email
  • Assistance with annual corporate meeting minutes, as desired
  • Oversee matters with other professionals (other attorneys, accountants, insurance agents, etc.)
  • 20% discount on other legal services that fall outside the plan

To start a business, take legal control of your existing business or develop a succession plan, call us today!  

Contact Us