• Identify Opportunities

    Helping entrepreneurs and businesses manage risks ...

  • I help new and existing small-mid-sized business clients identify improvement opportunities by helping them avoid and or manage legal risks.

  • New Business Risk Management

    I provide "ad hoc" documents, forms, and limited legal advice for new business/start-up matters, such as:

    • Brand name (e.g.; comprehensive trademark and State name search to help the client decide which business or product name to choose in order to avoid the costly mistake of spending money on a brand name the client can never own)
    • Entity formation (e.g.; guidance on setting the business up correctly to avoid problems later such as helping the client select the type of entity that would be best for the business that will be conducted, and creating and or completing all the required paperwork to be filed with the correct government entities)
    • Formed entity set up (e.g.; draft agreements and operating guidelines on how to conduct the affairs of the business in a fair and measured way to protect and reduce conflicts and non-compliance)
    • Government compliance (depending upon the entity, provide guidance on certain government mandated paperwork and filing for the new business to complete such as: fictitious name, EIN)
    • Organizational operations (e.g.; education and guidance on how to protect IP, classification of employee vs. independent contractor, how to maintain business entities liability protection)
    • Business brand protection (e.g.; trademark and copyright registration)
    • Custom agreements & policies (e.g.; draft custom legal agreements and policies, tailored for the business or particular situation)

  • Existing Businesses Risk Management

     

    I provide "all inclusive" outsourced business counsel services, for small-mid-sized businesses per the scope of the plan selected, (all plans include email, phone/video calls, and/or in-person meetings), that cover areas of the business such as:

    • business organization and management (i.e.; risk management - ERM)
    • people management (i.e.; employee, independent contractor, vendor)
    • contracts and terms
    • ideas and technology (i.e.; TM, copyrights, licensing)
    • privacy and security
    • advertising and marketing
    • buying and selling a business

    What this means is the business can have me on their team without the cost of hourly fees or the expense, ("salary + bonus + benefits"), of hiring a full time in-house lawyer. The consequence of this relationship is that I am able to address the legal needs and risks of the business, before a crisis hits, because I am involved in the overall business and strategy.

  • Is Your Business at Risk?

    Does your business regularly audit internal processes? If not, could your company be at risk and in need of improvement? Click the button below to complete a free (*mini) Liability Check-up!

  • Let's Discuss!

    If you would like to discuss a legal audit of your business in more detail please use the contact button below to inquire about a quick call or a "Business Liability Audit " strategy session (*consultation fee applies). During the session we will be able to discuss some details about your business that will help me further assess the potential legal needs of your business and recommend next steps that might benefit your business.

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