Serving Clients Across California

Located in the San Francisco Bay Area, we work remotely with owner-operated and closely held businesses across California.

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    Small and growing businesses, with 5 to 100 employees

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    Family-owned and multi-owner companies

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    Professional services, trades, and other closely held companies without in-house legal teams

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    Unique Specialty Area: Equine businesses and horse-related operations that need both business and equine support

Common Business Law Problems We Fix

The business owners and leaders we serve typically come to us with a combination of concerns that can really harm them in the long run. For example:

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    Complications related to DIY or outdated entity structure

    Formed online or years ago, with no real operating agreement or bylaws.

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    No written ownership/exit plan

    Verbal understandings between partners or family members, but nothing in writing.

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    Inconsistent contracts

    Every deal uses a different document, usually borrowed or heavily edited from someone else’s form.

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    Signing other people’s paper

    Customers, vendors, or landlords send long contracts that get skimmed and signed.

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    Messy records and compliance

    No clear record book, missing minutes, lapsed Statements of Information, scattered filings.

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    Buying, selling, or closing a business

    Owners unsure what steps to take or what to watch out for in letters of intent and purchase agreements.

Business & Transactional Services

We specialize in business guidance and transactional work. For litigation, employment, IP, tax, franchise, or real estate law concerns, we may refer you to other firms that have served our clients well.

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    Business Formations & Entity Cleanup

    We help you choose and form the correct entity for your situation: LLC, corporation, or partnership, and make sure it’s set up properly to provide you with maximum protection. For existing entities, we review what you have, identify gaps, and clean up your records so your company can withstand lender or buyer scrutiny.

    Learn about formations & cleanup →
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    Contracts & Legal Infrastructure

    We design practical contract systems for owner-operated businesses, including: client and service agreements, scopes of work, vendor terms, NDAs, and referral or collaboration agreements. The goal is a small set of contracts that you understand and can use confidently, not an overflowing drawer of templates.

    Learn about contracts & legal infrastructure →
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    Small & Family-Owned Business Counsel

    We are a family-owned business and, as a firm with family-owned roots, we understand what it means when family, ownership, and legacy are tied together. We help small and family-owned businesses navigate ownership roles, buy-ins and buy-outs, and transitions to the next generation, while coordinating with your CPA and other advisors

    Learn about small & family-owned business counsel →
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    Buying, Selling & Closing a Business

    If you’re buying or selling a Main Street business, a typical small, owner-operated company, we guide you through the deal and help you wind down or properly dissolve LLCs and corporations when it’s time to close. We focus on plain-English explanations of the terms, how risk is allocated, and the concrete steps from the letter of intent through closing and dissolution.

    Learn about buying, selling & closing a business →

How We Work With Business Owners

1

Legal Health Check & Triage Call

On that call, we:

  • Confirm that your matter is a good fit for the firm.
  • Clarify what you’re dealing with and what you want to accomplish.
  • Recommend whether a Business Legal Strategy Session or a specific flat-fee project is the right next step.

We do not review documents or give legal advice on this call. It’s focused on fit, expectations, and next steps. For litigation, employment, IP, tax, franchise, or real estate law concerns, we may refer you to other firms that have served our clients well.

Fee: Your initial investment for this triage call is $150. If we decide to work together on the next step, we will credit this amount toward your Business Legal Strategy Session or a flat-fee project.

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Business Legal Strategy Session

If your situation calls for a deeper review, the next step is a Business Legal Strategy Session.

This is a focused working meeting—not a generic free consult—where we:

  • Walk through your Legal Health Check in more detail.
  • Review up to three key documents (for example, your operating agreement, main client contract, LOI, or key correspondence).
  • Explain the risks and options in plain English, with a clear, prioritized action plan.
  • Where appropriate, we’ll also outline flat-fee or phased options to implement the plan, so you know the likely scope and cost up front.

Fee: The Business Legal Strategy Session is billed as a flat fee. Most sessions fall within the $1,500–$2,500 range, depending on the scope of the issues and preparation involved.

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Flat-Fee Projects & Ongoing Support

Once you’re comfortable with the plan, we move into implementation on a flat-fee basis wherever possible. Depending on your situation, that might include:

  • Forming or converting an LLC or corporation.
  • Cleaning up and documenting an existing entity and ownership structure.
  • Updating or building a tailored set of core contracts.
  • Guiding you through a small-business purchase, sale, or wind-down.
  • Each project is scoped in writing and approved by you before we begin, so you know what’s included and what it will cost.
  • For businesses that want continuing access to counsel, we also offer maintenance plans and outside general counsel options, so you have a consistent point of contact instead of starting from scratch every time a new issue comes up.

Business Law FAQs

Do you work only with very small businesses, or also with companies that have employees?

We typically work with owner-operated and closely held businesses, often up to around 100 employees. If you’re not sure whether your business is a fit, we can usually clarify that in a short triage call.

Do you handle employment, IP, tax, franchise, or real estate matters?

We focus on business and transactional work: entity structure, governance, contracts, and main-street deals. We do not act as primary counsel for employment, IP, tax, franchise, or standalone real estate matters, but we can coordinate with your other advisors where those issues overlap a transaction.

Can you help if I formed my LLC online or through my CPA?

Yes. Many of our clients come to us to help them clean up online filings or CPA formations. We review what you have, identify gaps in governance and contracts, and then fix what’s needed so your structure properly protects you.

Do you offer flat fees?

Yes. Formations, cleanups, standard contract systems, and many small business transactions are handled on a flat-fee basis. For more complex matters, we will give you a clear fee range and scope before we decide to move forward.

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