Asset Protection Services in San Ramon

We provide complete pre-incorporation services, including:

• Review & analysis of business plans
• Review & analysis of financial models
• Introduction to sources of funding
• Introduction to service providers
• Franchise circular review and analysis in franchise law situations
• Assisting the client with compliance with federal and state security laws
• Assisting with private offering memorandum & subscription agreements
• Helping the client preserve Reg D and other private offering exemptions

Pre-formation intellectual property protection services include:

• Preparation and filing of patent applications
• Use of non-disclosure agreements (NDAs)
• Trademark, trade name & copyright protection
• Pre-formation IP assignment & protection
• Patent & other IP licensing arrangements
• Post-formation trade secret and IP protection
• Dealing with non-compete and trade secret protection issues
• Assignment and protection of intellectual property

Some of our incorporation services include:

• Determining the appropriate state of incorporation
• Assisting in the choice of a corporate name and reservation of the name
• Creation of articles of incorporation structured to fit the business plan
• Hand delivery filing of properly drafted articles of incorporation
• Obtaining EIN and state identification numbers if appropriate
• Filing state forms as required, including securities forms
• Creation of an appropriate set of bylaws & organizational documents
• Tax analysis including Subchapter S tax election where appropriate
• Filing of “S” election forms when required
• Evaluating choices for capitalizing the company
• Determining appropriate debt and equity options and ratios
• Creating complex share and security structures when appropriate
• Creating multiple classes of stock, warrants and options
  
  and convertible debt instruments where required
• Drafting employment and independent contractor agreements when required
• Drafting right of first refusal agreements when required
• Drafting founder and shareholder agreements and protections
• Drafting intellectual property protection agreements when required
• Issuing founders stock with appropriate restrictions & disclosures
• Providing assistance and documents for opening bank accounts
• Transfer of business assets to the corporation when incorporating an existing business

Some of our post-incorporation services include:

• Assisting with angel financing, strategic investment & venture capital financing
• Drafting Equipment financing and joint development arrangements
• Assisting with joint venture and strategic partner structuring
• Drafting documents to provide “cheap stock” for service providers
• Drafting shareholder buy-sell and related agreements
• Creating executive compensation plans
• Creating equity participation documents and plans
• Drafting employment agreements & employee handbooks
• Analysis of employee & independent contractor issues
• Creating restricted stock, stock option and other equity plans
• Qualifying the corporation in a sister state when required

Our corporate maintenance and compliance services include:

• Calendaring and providing reminders to the client for annual shareholder & director meetings or actions by written consent
• Providing the client with assistance in complying with the state requirements for annual meetings or actions by written consent and other documents
• Drafting annual or special meeting minutes or actions by written consent for directors and shareholders
• Providing assistance in the preparation and filing of statements of information and other filings