For transactional matters like commercial transactions and business formations, we have a very simple process designed to quickly and professionally complete your transactional matters.
First, you will attend a Business Solutions Meeting to determine your needs and ensure that we are a good fit for each other. You will complete a secure online questionnaire prior to the meeting so that we can make the best use of our time together. At this meeting, you will learn about our services, your options, and our fees. At the conclusion of the meeting, if you are ready to move forward, you will sign an engagement agreement and pay the initial invoice (both of which can be handled online).
Next, we have a design meeting regarding your specific matter, such as an LLC Design Meeting or Contract Design Meeting. This is where we really dive in to learn all about you, your business, and the plan and/or documents we will be designing so that we can carefully craft everything to meet your needs. After the meeting, we will carry out the design and draft the documents. You will receive a copy of the documents for your review along with a video walkthrough (if you elect that option when you engage us). We will then answer any questions that you may have and make any necessary changes or updates.
If there is no third party involved, like in the case of a business formation, we will then schedule a meeting to execute your documents if one is needed. For example, with an entity formation, we will schedule your Organizational Meeting.
If there is a third party involved, like in a commercial transaction, we will then follow the course of action you have selected after our Business Solutions Meeting. Sometimes we are engaged only to review documents “behind the scenes” and provide advice, but most of the time we are engaged to negotiate the transaction on your behalf and work up the finalized documents. We can continue working on document revisions so long as negotiations are ongoing, and we can assist with closing the transaction if a formal closing is required.
If you need assistance after the contract is signed, we will monitor key deadlines and performance requirements to keep you updated about the progress and performance of the contract as well as your obligations.