The Business Legal Audit
Fixed Fee: $4,500
A comprehensive legal review designed to answer one critical question:
"What's at risk in my business, and what do I need to fix?"
Most business owners know their legal could be stronger.
They just don't know where the gaps are, what's urgent, and what can wait.
What We Review
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Is your structure optimal? Are minute books current? Is ownership documented clearly?
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What happens when a partner wants out, dies, gets divorced, or becomes disabled? Without proper buy-sell provisions, you're exposed.
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Do you have written agreements? Are contractors classified correctly? Who owns the IP your team creates?
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Are your customer and supplier agreements protecting you? What liability exposure exists in your standard terms?
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Do you own your brand, your content, your systems? Are trademarks registered? Is confidential information protected?
What You Reveive
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A written report outlining key findings, risk assessment, recommended actions, and timeline.
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We walk through findings, answer your questions, and help you prioritize based on your goals.
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You leave knowing exactly what needs attention in the next 12-24 months and why.
What Happens After
All follow-on work is fixed-fee and scoped clearly before we proceed.
Depending on what we uncover, we may work together on:
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Creating or updating agreements with buy-sell provisions, valuation mechanisms, and succession planning.
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Drafting agreements, IP assignment clauses, confidentiality terms, and appropriate non-competition provisions.
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Optimizing structure for tax efficiency, liability protection, or preparing for sale.
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Positioning your business to be sellable when you're ready—whether that's 2 years or 10 years away.
Who This Is For Business owners who
Get Started
Book a 60-minute Strategy Call ($500, applied to the audit if we proceed).