Uncategorized
Enterprise Establishment
Design or reorganize the entities, ownership, operating model, governance, back office, technolo
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Inc. Pros
Workshop
A collection of work products, tools, and resources for owners and operators.
Uncategorized
Corporate Filings
Prepare a controlled filing request with verified government fees, required documents, and a cle
$350.00
Uncategorized
Opportunity Assessment
Organize the facts, assumptions, economics, resources, risks, and alternatives behind an opportu
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Uncategorized
Sales
Prepare and manage the sale process with organized records, diligence responses, access controls
$1,500.00
Uncategorized
Purchases
Run a structured buy-side acquisition process from diligence through closing and transition.
$1,500.00
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Subscriptions
Manage the workflow for issuing interests, onboarding subscribers, collecting signatures, and cl
$1,500.00
Uncategorized
Business Credit
Build a lender-ready borrower package for business credit, SBA financing, acquisition debt, or a
$1,500.00
Uncategorized
Regulation CF
Prepare a community round with the records, materials, workflows, and portal coordination needed
$1,500.00
Uncategorized
Regulation D
Organize a private fundraising process under Rule 506(b) or Rule 506(c).
$1,500.00
Uncategorized
Annual Compliance
Keep your company active, organized, and ready for filings, transactions, financing, and ownersh
$500.00
Uncategorized
Professional Structure
Build a complete Day 1 operating structure for a new venture or acquisition vehicle.
$1,500.00
Uncategorized
Solid Foundation
Form your company and establish the essential records, accounts, and compliance structure needed
$500.00