OUR 5-STEP PROCESS:

Our goal is to make the entity formation process as simple as possible while providing you with an understanding of the business structure so you can identify the purpose of each legal documentation drafted and feel confident in maintenance of your corporate structure.

In efforts to make this process as quick and smooth as possible, your individualized entity formation will be completed in just 5 simple steps.

STEP 1
Initial Questionnaire: You complete the initial questionnaire and agree to our engagement terms. Upon our receipt of (i) the initial questionnaire, (ii) the registered agent’s Acknowledgement (as defined below), and (iii) your acknowledgement and payment, we will review your initial questionnaire and email you a detailed secondary questionnaire to determine your business needs within the entity structure.

STEP 2
Background Preparation: Based on the information provided in your secondary questionnaire, and your business plan, needs and goals, we confirm your choice on entity or recommend an alternative form of entity with an explanation for you to review at your discretion. Note that we do not employ paralegal's or administrative assistants to review your answers and provide legal opinions. Instead, your answers will be reviewed by experienced business attorneys licensed to practice in the State of Texas to ensure that you receive high quality legal expertise in servicing your needs. We will also flag any practical or legal concerns that need to be brought to your attention and suggest solutions. We will contact the Texas Secretary of State to check on name availability and will suggest alternative options in the event that your requested entity name is unavailable.

STEP 3
Drafting of Incorporation Documents: Once any areas of concerns with the secondary questionnaire have been resolved, we draft the entity documents according to your stated needs and our recommendations, paying careful attention to unique requirements and potential pitfalls. We prepare all the legal documents you will need to create your company. This will include the following:

• Certificate of Formation [to be filed with the Texas Secretary of State]
• Operating Agreement/ Bylaws/Partnership Agreement [internal company agreement outlining the procedures and guidelines of the entity. The Agreement will include specialized custom protection provisions based on your needs such as transfer restrictions, dispute resolution, buy-sell terms, rights of first refusal, tag-along-rights, and/or drag-along rights]
• Organizational Meeting Minutes [documenting the first meeting minutes of the entity and electing the first set of officers]
• SS-4 IRS Form [acquisition of the entity’s EIN Number (Tax Id. No.) [*this may include an additional form for S-Corp tax election, if applicable*]
  

STEP 4
Filing with Texas Secretary of State: After you have approved the documents, we file the Certificate of Formation with the Texas Secretary of State. To accelerate the process, we may file the Certificate on-line. The Texas Secretary of State typically responds to an on-line filing within 1-2 business days of submittal. In addition, such filing saves on both expedited filing fees and Fed Ex delivery fees.

STEP 5
Completion: Upon confirmation of filing from the Texas Secretary of State we will send you all your new legal documents via email, along with detailed instructions on how to operate your new entity. We are available to answer any follow up questions.