Modern Business Strategies
Locking down your structural liability before it threatens your bottom line.
Legacy law firm models burden business owners with open-ended hourly billing, administrative gatekeepers, and charging for every quick question. Relying on generic online templates is no better, creating a false sense of security that routinely collapses under actual legal pressure. I draft rigorous corporate frameworks designed to insulate your personal wealth and protect what you build.
I run a fully digital, paperless practice that delivers clean, frictionless transactional execution. Every business package operates on a strict flat-fee basis and custom needs are met with custom quotes, ensuring you know your exact cost before any work begins.
We select your core package, then I adjust for your specific moving parts and secure your operational liability so you can focus on what’s most important to you.
Flat-Fee Business Plans
A business shield shouldn’t be built on internet templates. I designed these three core tiers to match the actual lifecycle of your business, from a solo launch to complex partnerships and deep corporate risk audits. Need something specific? Scroll down to explore stand-alone offerings, and reach out to talk.
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Best for: Solopreneurs, single-member LLCs, freelancers, and independent creators launching a venture in Oregon.
The Play: Designed for clean, straightforward solo business launches. This package builds the essential legal foundation to safely start your venture while strictly separating your personal bank account from your business liabilities.
What’s Included:
Single-Member Entity Formation: I draft and file your Articles of Organization with the Oregon Secretary of State to mint your LLC.
Solo Operating Agreement: The internal rulebook for your business. It officially dictates how you run the company and ensures your corporate veil stays intact if you ever get sued.
Federal EIN Procurement: I handle the IRS paperwork to secure your Employer Identification Number so you can open a business bank account.
Initial Organizational Resolutions: The formal administrative paperwork that establishes you as the sole owner and authorizes you to sign contracts for the company.
Foundational Compliance Guide: My proprietary, plain-English checklist on how to maintain your corporate shield (e.g., how to sign contracts properly, avoid commingling funds, and meet state deadlines).
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Best for: Multi-member partnerships, licensed professionals (lawyers, therapists, doctors, architects), and scaling businesses ready to hire and sign high-ticket clients.
The Play: Complexity demands rigorous architecture. If you have a business partner, are bound by professional licensing boards, or are scaling operations, standard templates will fail you. This tier provides advanced corporate structuring and the core commercial contracts necessary to protect your revenue.
What’s Included: Everything in the Foundational Setup, upgraded for complexity.
Multi-Member & Professional Structuring: I navigate state regulations to properly structure your traditional LLC or form your Professional Corporation (PC) to ensure perfect compliance with Oregon's specific rules for licensed professionals.
Advanced Buy-Sell Operating Agreement: This is a business pre-nup. I draft custom frameworks detailing profit splits, voting rights, and exact buyout mechanics if a partner wants out, gets divorced, or passes away.
Master Client Agreement (or Standard Service Contract): Your flagship customer contract. I draft an ironclad agreement outlining payment terms, limiting your liability, and setting clear boundaries to prevent scope creep.
Independent Contractor Agreement (1099): A compliant contract for hiring freelancers or agencies that explicitly assigns the intellectual property they create back to your business.
Standard Non-Disclosure Agreement (NDA): A balanced confidentiality agreement to protect your proprietary methods before you pitch a vendor or hire key talent.
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Target Audience: Established businesses doing high six- or seven-figure revenues preparing for scaling, outside investment, buyout, or a major partnership.
The Play: A complete legal stress-test of your existing corporate framework. I rip the floorboards up to confirm what works, fix what doesn't, and bulletproof your company before you bring in investors or attempt to sell.
What’s Included:
Deep-Dive Contract Audit: I review your top 5-10 existing client, vendor, and commercial lease agreements to identify hidden liabilities, unfavorable auto-renewals, or weak indemnification clauses.
Corporate Governance Cleanup: Are your internal records a mess? I review your original formation documents, draft missing corporate resolutions, and formally document past major company decisions to ensure your corporate veil hasn't been pierced.
Worker Classification Review: An audit of your current roster to ensure you aren't misclassifying W-2 employees as 1099 contractors, mitigating massive potential IRS and Oregon BOLI penalties.
IP Chain-of-Title Audit: I verify that all trademarks, copyrights, and past contractor work are officially assigned to the company, not to you or past employees individually (a common deal-killer for investors).
Strategic Restructuring Roadmap: If you are preparing to take on VC funding or buy out a partner, I draft the formal legal strategy to convert your LLC to a C-Corp, authorize new shares, or transition into a holding-company structure.
Specific Fixes & Custom Upgrades
These are custom-quoted services designed for specific, isolated business needs. If you don't need a full corporate overhaul but have one specific contract or structural issue to solve, this is where I come in.
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The Play: Handshake deals are great until they aren't. I draft rigorous, plain-English contracts that ensure you actually get paid, explicitly limit your liability, and set clear boundaries with clients and vendors.
Master Services Agreement (MSA) / Client Contract: A custom-drafted, ironclad agreement tailored to exactly how you do business, outlining payment terms, deliverables, and liability shields.
Independent Contractor Agreement (1099): Oregon BOLI is incredibly strict on worker classification. I draft compliant contractor agreements that protect you from misclassification penalties and ensure your company legally owns the intellectual property your freelancers create.
Custom Non-Disclosure Agreement (NDA): A balanced confidentiality contract to protect your trade secrets, client lists, and proprietary methods before you pitch a partner or hire a key vendor.
Commercial Lease Review: Before you lock yourself into a 5-year brick-and-mortar commitment, I review the landlord's lease to negotiate better exit clauses, clarify maintenance liabilities, and protect your personal assets from the lease guarantee.
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The Play: Businesses pivot. If you are bringing on a new co-founder, buying out an old one, or officially closing your doors, I handle the legal paperwork so the transition is clean and binding.
Operating Agreement Amendments: If your business has changed, your internal rulebook needs to change with it. I draft surgical amendments to update profit distributions, voting rights, or management structures.
Adding or Removing a Member: The legal mechanics of bringing a new partner into your LLC or safely executing a buyout of a departing member without triggering a lawsuit later.
Buy-Sell Agreements (Business "Pre-Nups"): I map out exactly what happens to the company if a partner dies, gets divorced, or wants out --preventing their ex-spouse or next of kin from suddenly becoming your new business partner.
Formal Entity Dissolution: Shutting down? You can't just walk away. I file the proper Articles of Dissolution with the Oregon Secretary of State and draft the internal resolutions to close the company cleanly so creditors can't come after you personally later.
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The Play: Your brand name, logo, and methods are often your most valuable assets. I help you lock them down so competitors can't legally steal your identity or piggyback on your hard work.
Federal Trademark Registration: I conduct a comprehensive clearance search to make sure your name isn't already taken, then draft and file your trademark application with the USPTO to secure your exclusive nationwide rights.
Cease & Desist Letters: If someone is infringing on your trademark, stealing your website copy, or violating a non-compete, I draft a formal, rigorous legal demand to force them to stop before escalating to litigation.
IP Assignment Agreements: Securing the chain of title. If a past employee or friend designed your logo or wrote your code without a contract, I draft the retroactive paperwork to officially transfer ownership of that property to your LLC.