CALIFORNIA STARTUPS 🌱 HAVE SPECIAL NEEDS
I offer a suite of flat-fee packages specifically designed for startups with more than one founder or planning an early management team of more than one. The goal is to balance the demands of your strict start-up budget with the need to structure your new venture intelligently, providing you with maximum value and certainty in billing when you need it most. (For clients wanting to start a new venture to be a freelancer or self-employed, another flat-fee arrangement may be more appropriate, as your legal needs will be fewer.)
| PACKAGE | FEE | DESCRIPTION |
|---|---|---|
|
🥉 Bronze |
$2,900 |
Multi-founder formation with standard structure |
|
🥈 Silver |
$4,900 |
Bronze + additional attorney time and 3 additional documents |
|
🥇 Gold |
$7,900 |
Silver + additional attorney time, 3 more documents, ongoing fee discount, filing fees included |
Details follow:
🥉 Bronze Package $2,900
The Bronze Package bundles the following tasks, services and documents:
-
- Initial 1-hour strategy meeting (via phone, Zoom, Skype, live chat, etc.)
- Advising on most advantageous type of entity and state of formation
- Prepare and file formation document
- Prepare and file any required post-formation state filings
- Up to 1 foreign qualification (if doing business in a second state)*
-
Startup documents:
- Post-formation resolutions of incorporator
- Resignation of incorporator
- Bylaws
- Initial resolutions of the board of directors
- Restricted stock purchase agreements (for up to four founders; with standard vesting terms)
- Notice of stock issuance (for the founders' stock)
- 83(b) election form and filing instructions
- Confidential / Proprietary information and invention assignment agreements (for all founders)
* Foreign qualification subject to state complexity; additional fees may apply for particularly complex jurisdictions.
🥈 Silver Package $4,900
The Silver Package bundles everything in the Bronze Package, plus:
-
- Additional 1-hour strategy meeting (via phone, Zoom, Skype, live chat, etc.) (for a total of two meetings)
- Your choice of 3 customized agreements from Startup Document Library below
- Legal review of your pitch deck (review only; revisions subject to additional fee)
- Legal review of your business plan (review only; revisions subject to additional fee)
- Capitalization table
- Five percent (5%) discount on future fees for the next year
🥇 Gold Package $7,900
The Gold Package bundles everything in the Silver Package, plus:
-
- Additional 1-hour strategy meeting (via phone, Zoom, Skype, live chat, etc.) (for a total of three meetings)
- Your choice of 3 additional customized agreements from our Startup Document Library
- Employee stock ownership plan (ESOP)
- Form of notice of ESOP stock issuances
- Ten percent (10%) discount on future fees for the next year
- Standard, state filing fees and related service-vendor fees included
📚 Startup Package Document Library
-
- Advisory board charter
- Advisor agreement form
- Buy-sell agreement
- Capitalization table
- Consulting agreement / independent contractor agreement
- Convertible promissory note
- Executive employment agreement form
- Employee Stock Ownership Plan (ESOP)
- ESOP ancillary documents (included with ESOP selection)
- Indemnification agreement for Officers & Directors
- Master services agreement
- Non-disclosure agreement form - Unilateral (bundled with Bilateral as 1 document)
- Non disclosure agreement form - Bi-lateral (bundled with Unilateral as 1 document)
- Operating agreement (if an LLC)
- Restricted stock purchase agreements (if needed for additional founders; standard vesting terms)
- SAFE (Simple Agreement for Future Equity)
- Stockholders' agreement (if a corporation)
- Unsecured promissory note for founder loan to company
- Work-made-for-hire agreement (or comparable for California)
- Website terms of use
- Website privacy policy
Note
This summary does not create or affect contract rights or obligations. All fee arrangements are subject to a written services contract signed by the client and the firm. Pricing and terms are subject to periodic review and may be adjusted at any time, and with reasonable notice to existing clients.
START NOW
I would love the chance to get to know you and your startup plans, for you to consider me a professional resource to help protect your interests and turn your idea into a reality. Make an appointment today for a free consultation