Comprehensive Entity Setup
Build the right legal foundation for your business from day one.
Mark and the team publish tax & legal education on YouTube. Book a call when you're ready to make your plan.
Priced by what you actually have.
The Deliverables
Up to 1.5 Hours With an Attorney
Review your business structure, tax treatment, ownership, and how the entity fits into your overall Trifecta.
Up to 1.5 hours of attorney consultation.
We Set up Your Trifecta
See how your business, assets, taxes, and estate planning should work together.
Customized Trifecta Diagram with recommendations and action items.
Build or Correct the Entity
Depending on your needs, we establish a new entity or correct an existing one.
New entity formation, entity cleanup, or qualifying amendments.
Complete the Required Entity Documents
We prepare the legal and organizational documents needed for the selected entity.
Applicable formation documents, governing documents, minutes, EIN, and state filings.
Leave With an Implementation Plan
Know what should happen after the legal work is completed.
Entity recommendations and action items.
What clients add next.
The pieces work together. Here are the services most clients engage alongside this one, and the ones we recommend they consider.
Start with a conversation.
A free 15-minute call with a client coordinator, or go straight to a working session with a partner-level attorney. Either way, you leave knowing the next step.