Partnership Review & Clean Up
Put clear rules around ownership before disagreements happen.
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 how the partnership is owned and operated today, its tax treatment, each partner's responsibilities, and the terms that should govern it going forward.
Up to 1.5 hours of attorney consultation.
Correct the Entity With the State
Where the partnership was never properly established, or its filings have fallen out of order, we bring the state record back into line.
Applicable state amendments, reinstatements, and corrective filings.
Put the Partnership Terms in Writing
Most partnership disputes trace back to terms that were never documented. The Operating Agreement records ownership and the rules between the partners.
Amended and Restated Operating Agreement with customized partnership provisions.
Confirm the Entity With the IRS
We verify the partnership's federal tax identification and obtain it where it is missing.
IRS EIN documentation.
Rebuild the Company Records
Receive the organizational documents needed to operate and maintain the partnership properly from here.
Operating Agreement, minutes, and Corporate Book.
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.