What We Do and What It Costs

No hourly billing surprises. No confusing invoices. Here's what we do, what it costs, and what you get.

Formation - Start Your Business Right

Entity Setup

Solo owners or single-member LLCs

$997 + state fees
  • LLC or Corporation (DE, UT, WY, NV, other)
  • Operating Agreement or Bylaws
  • EIN registration
  • Initial resolutions
  • 1 year registered agent included
  • 20-minute consultation

Timeline: ~5 business days

Get Started

Founder Package

Startup co-founders (up to 4) on the VC track

$4,997 + state fees
  • Everything in Entity Setup
  • RSPAs with vesting (4-year, 1-year cliff)
  • IP Assignment for all founders
  • Initial cap table
  • 90 minutes consultation
  • Bonus templates: Advisor, contractor, CIIA, offer letter

Timeline: Contact for timeline

Get Started

Partner Package

Business partners (up to 4) starting together

$3,997 + state fees
  • Entity formation + comprehensive Operating Agreement
  • Capital contributions, profit/loss, management rights
  • Buy/sell provisions, ROFR, valuation method
  • Death/disability, dispute resolution
  • 90 minutes consultation
  • Bonus templates: NDA, contractor agreement

Timeline: Contact for timeline

Get Started

Capital - Raise Money the Right Way

Raise Ready

Raising on a SAFE or Convertible Note

$5,997 + state fees
  • SAFE or Convertible Note template
  • Form D preparation and filing
  • Cap table review/cleanup
  • Corporate cleanup
  • Board consent templates
  • 90 minutes consultation

Timeline: Contact for timeline

Get Started

Seed Round

Priced equity round (Series Seed)

$13,997 + state fees
  • Stock Purchase Agreement
  • Investor Rights, Voting, ROFR and Co-Sale Agreements
  • Certificate of Incorporation amendment
  • Board and stockholder consents
  • Cap table work + Form D filing
  • One round of lead investor negotiations
  • Up to 20 investors

Timeline: 2-4 weeks

Get Started

Form D Filing

SEC filing after raising

$1,995 + state fees
  • EDGAR access assistance
  • Form D preparation and filing
  • Blue sky memo
  • State notice filings
  • 20 minutes consultation

Timeline: 1-2 weeks

Rush +$1,000

Get Started

Funds - Launch and Manage Investment Funds

Fund Formation

Launch a private investment fund

Starting at $14,997
  • LP Agreement or LLC Operating Agreement
  • Subscription agreement and questionnaire
  • Side letter template
  • Investment Adviser memo
  • 4 hours consultation

Timeline: 2-8 weeks

Entity formation +$500/each

Learn More

ERA Analysis

Determine your registration status

$877
  • Written memo with analysis
  • Exemption evaluation
  • Recommendation on next steps

Timeline: 1-2 weeks

Get Started

ERA Filing

Exempt Reporting Adviser registration

$4,997
  • ERA analysis memo included
  • Form ADV Parts 1 and 2
  • IARD filing

Timeline: 2-4 weeks

Get Started

RIA Filing

Full investment adviser registration

$9,997
  • Form ADV Parts 1 and 2
  • IARD filing
  • State or SEC registration

Timeline: 2-4 weeks

Brochure +$4,997

Get Started

Maintenance - Keep Your House in Order

Start with the free Business Health Check to see where you stand. If it turns up gaps, Corporate Cleanup fixes them. To stay in order year after year, the Partner retainer covers your annual filings and minute book.

Corporate Cleanup

Fix the issues

Starting at $2,997
  • Begins with a scoping review of your records
  • Missing resolutions
  • Minute book reconstruction
  • Governance updates

Timeline: Custom

Scoped to a fixed fee before we start

Get Started

Retainers

A Lawyer On Call

Four tiers, from foundational corporate housekeeping to a fractional general counsel who owns your entire legal function. Flat fees, never the billable hour. Same team the whole way, so moving up means no re-onboarding.

Partner

Foundations, handled

$2,500 /year
  • State registration and registered agent (1 state)
  • Annual meeting package
  • Minute book upkeep
  • State annual report filing
  • Compliance calendar
  • Annual strategy consult with an attorney

Cancel anytime. Billed annually.

See What's Included

Basecamp

The backstop

$3,000 /month
  • Everything in Partner
  • Routine contract drafting and negotiation
  • Company and employment policies
  • Curated template library
  • Debt collection management
  • Scheduled monthly call

Cancel anytime. Month-to-month.

See What's Included

Builder

The embedded operator

$5,750 /month
  • Everything in Basecamp
  • Employment and HR management
  • Governance and board secretary
  • Compliance and regulatory risk analysis
  • Audit and corporate insurance management
  • 5% off out-of-scope project fees

Cancel anytime. Month-to-month.

See What's Included

Boardroom

The executive

$11,000 /month
  • Everything in Builder
  • A fractional GC who owns your legal function end to end
  • Outside counsel owned and directed
  • Executive and strategy seat
  • Multi-entity and multi-state coverage
  • 7% off out-of-scope project fees

Cancel anytime. Month-to-month.

See What's Included

Additional entities or states beyond your package are $145 per year per service. State filing fees at cost. Pricing is finalized once we know your entity scope.

Specialized, high-stakes work such as M&A, securities offerings, tax planning, and litigation sits outside your retainer. We scope it as a separate package or refer you to the right specialist.

Full tier breakdown and what scales across tiers →

Tax - Structure for Efficiency

Entity Structure Review

Are you set up right?

$2,495
  • Review up to 3 entities
  • Tax efficiency analysis
  • Written recommendations
  • CPA coordination included

Timeline: 2-3 weeks

Get Started

S-Corp Election

Elect S-Corp tax treatment

$795
  • Form 2553 preparation and filing
  • Shareholder consents
  • Required resolutions

Timeline: 1 week

Get Started

Reasonable Compensation Analysis

Document your S-Corp salary

$1,297
  • Written memo with analysis
  • Industry comparison data
  • Defensible salary recommendation

Timeline: 1-2 weeks

Get Started

Restructure Implementation

Execute the changes

Starting at $3,500
  • Based on Structure Review
  • New entity formation
  • Asset transfers
  • Operating agreement amendments

Timeline: Custom

Get Started

Frequently Asked Questions

How is your pricing so clear?
We have done this enough to know what things cost. If your situation is unusual, we will tell you upfront, before we start, not after.
What if I already screwed something up?
That is most of what we do. Cleanup is usually easier than people think. Book a call.
Do you work with small businesses or just startups?
Both. Whether you are launching a tech startup or running a local business with partners, we have packages for you.
What is not included in retainers?
Specialized, high-stakes work sits outside your retainer: M&A, securities offerings and fundraising, tax planning, and litigation. That work is episodic and hard to predict, so we scope it as a separate package or refer you to the right specialist rather than bundling it into your recurring fee.
Do you work with companies outside of Utah?
Yes. We serve clients across the U.S. and regularly work with companies in Delaware, Wyoming, and other states.
Can I upgrade or change packages later?
Absolutely. Many clients start with Entity Setup and add services as they grow. We will help you figure out what makes sense at each stage.
What if my situation does not fit a package?
We handle custom work too. If your needs are more complex, we will scope it out and give you a clear quote before starting.
Do you offer payment plans?
For larger engagements, yes. Just ask during your consultation.
Why don't you charge by the hour?
Because surprises suck. We've done this enough to know what things cost. You deserve to know upfront.
What if I can't afford this?
Start where you are. Many clients start with Entity Setup and add services as they grow. We'll tell you what actually matters for your stage.

Not Sure Where to Start?

Book a free 20-minute call. We will figure out what you actually need, even if it is nothing right now.