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.

Is your structure optimal? Are minute books current? Is ownership documented clearly?
What happens when a partner wants out, dies, gets divorced, or becomes disabled? Without proper buy-sell provisions, you're exposed.
Do you have written agreements? Are contractors classified correctly? Who owns the IP your team creates?
Are your customer and supplier agreements protecting you? What liability exposure exists in your standard terms?
Do you own your brand, your content, your systems? Are trademarks registered? Is confidential information protected?

A written report outlining key findings, risk assessment, recommended actions, and timeline.
We walk through findings, answer your questions, and help you prioritize based on your goals.
You leave knowing exactly what needs attention in the next 12-24 months and why.

All follow-on work is fixed-fee and scoped clearly before we proceed.

Depending on what we uncover, we may work together on:

Creating or updating agreements with buy-sell provisions, valuation mechanisms, and succession planning.
Drafting agreements, IP assignment clauses, confidentiality terms, and appropriate non-competition provisions.
Optimizing structure for tax efficiency, liability protection, or preparing for sale.
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

Book a 60-minute Strategy Call ($500, applied to the audit if we proceed).