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Business Formation

Our Process


You can easily schedule a complimentary consultation online at your convenience. Upon booking, we will send you a concise intake form to help us better grasp your situation and preferences. Rest assured, there is no commitment required to proceed.


Initial Consultation

During our consultation, we will address any questions you might have regarding our services or the entity formation process. This is an opportunity for us to familiarize ourselves with one another, explore the various choices at your disposal, and furnish you with a tailored quote.


Moving Forward

If you are ready to proceed, we will send an engagement letter for your signature. Once complete, you will get our New Client Welcome Packet. It includes our policies about how things work and some forms to fill out with the info we need for your custom documents and state filings.


Entity Selection & Name Reservation

Based on your specific objectives, we guide you in selecting the appropriate entity type, whether it's an LLC,                S-corporation, C-corporation, or another suitable option. We assist in reserving and registering your business name, ensuring it complies with local regulations, and is available for use.


Document Preparation & Filing

I prepare and review all necessary legal documents including formation documents, operating agreements, bylaws, and shareholder agreements tailored to your business requirements. We handle the filing of all required formation documents with the appropriate state authorities.


Post Formation Services

We remain available to provide ongoing legal support and counsel as your portfolio grows, helping you navigate legal challenges, contractual matters, and other real estate related issues.

Why Us?

Book a free consultation for hassle-free advice and guidance. We will answer all your questions and provide tailored quotes during this initial meeting. When you are ready to proceed, we will handle entity selection, name reservation, document preparation, and filing, ensuring compliance with all legal requirements.
Choose us if you are starting buying your first investment property, need compliance assurance, want liability protection, or require comprehensive document preparation. We are here to simplify your real estate investment journey. 

We should work together if:

  • ​You want to ensure compliance with legal requirements, including filing the annual reports.

  • You are purchasing your first investment property, and you need to create your first business entity.

  • You have an investment property and now seek liability protection and want to separate your personal assets from potential business liabilities.

  • You require comprehensive document preparation, including operating agreements, bylaws, and shareholder agreements tailored to your business structure and ownership needs.

  • You value the expertise of an attorney who can provide personalized advice and help you make strategic decisions to set a strong foundation for your real estate portfolio.

Set a strong foundation for your real estate portfolio.

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