In your corner ... always!Small Business General Counsel Services
~ Schedule your strategy Session ~
~ Schedule your strategy Session ~
A Step By Step Approach
For California Small Business Entrepreneurs
Entrepreneurs trust us to assist them in developing their systems, growing and protecting their business. We have been representing entrepreneurs, in a variety of areas, from family-owned “mom and pop” operations to large franchisee operations.
We help these entrepreneurs design, implement and maintain effective plans to help them create strategies to help reduce their personal liability; preserve any viable income tax deductions; facilitate the owner’s retirement; help maintain family harmony; help retain key employees; and help minimize income, gift, estate taxes.
Most importantly … we plan your business with the proper foundation to allow for growth with minimal risk to you and your family, keeping YOU and YOUR SPECIFIC NEEDS at the forefront of all decision-making.
To help entrepreneurs protect their personal and business assets, that have been gathered over a lifetime, our practice uses a fully-integrated approach to our planning process.
This approach encompasses a number of issues from Legal to Insurance related issued, Real Estate and even Marketing & Advertising. As a result, we rely heavily on the expertise of our clients’ other professional advisors to help create the most effective team for our clients’ success - or provide them referrals to inner-circle of trusted professionals!
We've set-up this realtionship-based service for efficiency, effectiveness, and growth, so that we are all on the same said eof the table when it comes to YOUR growth and entrepreneurial goals!
Find peace of mind from the legal compliance work you may be putting off because it's simply not enjoyable for you. Let us ensure your business remains compliant, while you focus on the things that truly get you excited!
All of our new Subscription clients begin at our Phase 1 tier, while we engage in a Legal Needs Assesment. This assessment will takes a deep-dive into their business and personal planning that is already in place, to ensure we have no compliance issues or gaps in the planning.
From there, each phase follows a roadmap that is designed to help ensure your entrepreneurial spirit is supported throughout, without compromising on your protections. We engage in proactive planning and Q&A with dedicated monthly calls and “as needed” communications in between – WITHOUT the hassle of worrying about your next bill!
- Perfect for most entrepreneurs just starting out, or just starting out with us – that’s why it’s our point of entry. We hold monthly 60 minute calls to stay updated on everything going on in your business and life, unlimited document review & unlimited Q&A guidance to protect your interests via e-mail, text.
- The next step in subscription program is set-up to grow with you. In addition to the Phase 1 benefits, you’ll get an extra 30 minutes for your monthly calls, 4 totally custom contracts specifically tailored to your entrepreneurial needs, 4 demand letters written on your behalf, and we’ll be your Agent for Service of Process in the event you are ever sued.
- As your business develops and begins to have relationships, so does your plan! We build from Phase 2 by adding corporate compliance assistance & annual state reporting, pre-litigation negotiation and creation of an additional entity to support your business goals, a trademark filing, and a 25% discount on other non-covered services!
- When your business is hitting on all cylinders and your leveraging the power of employees and contractors, it’s time to consider the next phase. In addition to all other benefits, we add custom estate planning for the business owner(s), including asset protection strategies, another entity created to help support your long-term strategic goals – and the all important succession planning. Plus, you get a 50% discount on non-covered services!
Frequently Asked Questions
How do I know which plan is right for me?
That’s the beauty of the structure we’ve created, there is no need to worry about which one is right for you. Your first point of entry is Phase 1. We assess your needs and re-evaluate those needs throughout the life of your membership, so that you are never paying more than you need to. These plans are designed to follow the overall life-cycle of a business and keep you moving from one tier to the next, as your business grows!
What if I choose the wrong plan?
No need to worry about that. If you feel like you switched prematurely, we can probably accomodate that request. We’ll re-assess the game plan to suit a time line works for you, and re-work your it to fit your plan.
Can I work with you without a plan?
Absolutely! You do not have to be a Member in order to use our services. However, we’ve found that entrepreneurs in our plan gain immediate peace of mind simply by having us available to them every month, proactively planning for their business.
Are the included "Lawyer Letters" Just for my business to use?
No! We understand things don’t happen in a vacuum, especially for entrepreneurs! These letters can be used for any person covered under your plan, for any legal reason. Some real estate clients use these for the purpose of eviction notices, others use these for the purpose of sending demand letters before a lawsuit begins, or responding to a demand letter they received.
Does my plan require a term commitment?
Yes, we do ask for an initial one-year commitment, in order to gain the most benefit from the program. However, with regular assessments, you are never stuck with a higher plan than is necessary for your goals.
Who is covered under my GC Plan?
These plans are created to achieve certain goals, not provided specific documents. The primary objective behind this program is to encourage open and frequent communication with your lawyer. That way, we can make sure to address any potential issues, BEFORE they become real. However, these plans DO NOT cover any litigation matters.
Does you mean you handle all areas of law?
Yes….and No. We are familiar many of the common issues, questions and concerns faced by entrepreneurs. Many of which, are well within our wheelhouse. However, we don’t handle each and every one of those legal hurdles when they come up. Where necessary, we help you engage outside counsel and help you manage that relationship to ease your burden.