Business Legal Strategy Session

A focused working session to clarify risk, sequence priorities, and decide what actually matters next.

When legal issues pile up, most businesses don’t fail because they ignore them—they fail because they address them in the wrong order.

You’re not here for general information.
You’re here because something needs attention—and guessing is no longer acceptable.

The Business Legal Strategy Session exists for business owners who want clarity before committing time, money, or momentum to misdirected legal work.

This is not a consultation.
It is a structured, attorney-led working session focused on sequencing decisions, evaluating constraints, and determining what should be addressed first—and what should not.

Who this session is for

This session is designed for California business owners who:

Have completed a Business Legal Triage Call and need to go deeper
Are facing multiple legal issues and need help sequencing them
Suspect gaps, risks, or inconsistencies in their legal foundation
Are preparing for a contract, transaction, ownership change, or growth event
Want a clear plan before investing in cleanup, drafting, or restructuring

If you run a California business with real exposure and real consequences, this session is likely the right next step.

Who this session is not for

This session is not a fit if you are:

Looking for quick answers or reassurance
Dealing with emergency litigation
Price shopping
Expecting immediate drafting or revisions
Unwilling to slow down long enough to get the sequence right

Why this session exists

Most legal problems aren’t caused by one bad decision.

They come from decisions made out of order.

Over time, we see the same patterns repeat:

Fixing contracts before confirming entity structure
Cleaning up ownership without addressing control or exit risk
Revising one agreement while others quietly undermine it
Spending money on documents before understanding exposure

This session exists to prevent that.

It provides a structured way to identify dependencies, conflicts, and hidden risk before legal work begins.

How this differs from the Business Legal Triage Call

The Business Legal Triage Call helps you understand what kind of issue you’re dealing with and whether further work makes sense.

The Strategy Session is where decisions get made.

Unlike the triage call, this session:

Is longer and more in-depth
Is longer and more in-depth
Focuses on sequencing, constraints, and tradeoffs
Produces a clear path forward

If the triage call identifies the landscape, the Strategy Session determines the order of operations.

What you leave with

You should leave the session with:

✔ A clear understanding of your primary legal risks
✔ A prioritized order of operations
✔ Identification of gaps and conflicts in your current setup
✔ A framework for deciding next steps
✔ Clarity about whether and how to move forward

For many clients, this is the moment the legal side of their business finally makes sense. This session often prevents months of misdirected legal work.

Risk Band

Low Moderate High

Snapshot Summary

✔ What’s working
⚠ Where you may be exposed

Format and fee

The Strategy Session is a focused, attorney-led working session, typically scheduled for approximately 90 minutes. Most sessions are priced in the $1,500–$2,500 range, depending on the complexity of the issues, materials reviewed, and preparation required.

If you completed a Business Legal Triage Call, that fee is credited toward the Strategy Session.

Because preparation is required, sessions are scheduled only after readiness and fit are confirmed. Drafting, implementation, and ongoing representation are outside the scope of this session and are addressed separately, if appropriate.