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We prepare written ownership and investment documents for a privately held business, including commercial real estate. 

 

What’s included:

  • Intake and information gathering. A structured questionnaire collects the entity name, type, and state of formation, the owners and their contributions and percentage interests, the managers, directors, or officers, and the terms you select on each topic below.
  • Governing ownership agreement from your selections. Depending on the entity, we prepare an operating agreement (LLC), shareholders’ agreement (corporation), or partnership agreement from the provisions you choose, which may include:
    • Ownership percentages, capital contributions, and additional contributions
    • Management structure, voting rights, and decision thresholds
    • Distributions and allocation of profits and losses, as selected
    • Transfer restrictions, rights of first refusal, and buy-sell terms
    • Drag-along and tag-along rights, as selected
    • Admission of new owners and withdrawal or removal of owners
    • Death, disability, divorce, and deadlock provisions, as selected
    • Dispute resolution terms, such as mediation before litigation
    • Dissolution and winding-up terms
  • Ownership transfer documents. At your direction, we prepare a stock or membership interest assignment, a stock power, and an amendment to the ownership agreement reflecting a transfer between existing owners, from terms the parties have already agreed to.
  • Capitalization and records. We prepare a capitalization table, ownership ledger, stock or membership certificates, and the schedule of owners and contributions from information you supply. 
  • Corporate records and consents (optional). From information you supply, we prepare written consents, resolutions, and meeting minutes recording decisions the owners have made, such as admitting an owner or approving a transfer. 
  • Founder and contributor documents (optional). At your direction, we prepare a founder stock or interest purchase agreement and an assignment of intellectual property to the entity, from terms you supply.
  • Vesting and equity incentive documents (optional, higher-tier). At your direction, we prepare a vesting schedule and restricted stock or equity grant paperwork from terms you select.
  • Loan and convertible documents (optional, higher-tier). From terms you supply, we prepare a promissory note or a shareholder or member loan agreement between an owner and the entity.
  • Execution documents. We prepare signature blocks, spousal consents where you identify them, notary acknowledgments where used, and written signing instructions.
  • Review and revisions. We make revisions you request to the drafts before signing, within the number of review rounds included in your package.

COMMERCIAL REAL ESTATE (Investment & Ownership)

$125.00Price
Quantity
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DISCLAIMER: The information on this site is for informational purposes only and should not be taken as legal or financial advice. Requesting additional information or submitting information through this site or any contact form does not mean an attorney-client, or any other professional services provider-client relationship has been formed. Syndicate Legal Advisory Services is a legal advisory firm. As a legal advisory firm, Syndicate Legal Services provides guidance, analysis, compliance support, and strategic counsel on legal matters, but does not litigate, appear in court, or formally represent clients in legal proceedings.

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