Sole Proprietor

  • Evaluate When Formal Entity Formation Makes Sense

    We help sole proprietors assess whether it’s the right time to transition from informal operation to a formal business structure based on liability protection, tax implications, and growth plans.

  • Assist With Transition to LLC or Corporate Status

    When ready, we handle the full process of forming an LLC or corporation, including entity filings, governance documents, and coordinating EIN registrations.

  • Prepare Internal Documents Even Without Formal Entity Formation

    For sole proprietors not yet ready to incorporate, we prepare internal policies and agreements that help establish clear procedures and limit personal liability where possible.

  • Provide Ongoing Advisory Support as Business Needs Evolve

    We remain available to revisit formation decisions as your business grows or circumstances change, helping you adapt your structure when appropriate.

Real Estate Investor

  • Structure Entity Formation for Real Estate Investment Activity

    We form LLCs or other entities specifically tailored to real estate investors, taking into account asset protection, management structure, and ownership goals.

  • Coordinate Multi-Property, Multi-Entity Ownership Structures

    We assist investors who wish to segregate property ownership across multiple entities or structure holdings to limit liability exposure.

  • Prepare Custom Operating Agreements for Investment Entities

    We draft operating agreements that address capital contributions, profit distribution, decision-making authority, and exit rights among multiple real estate investors.

  • Handle State and Local Filings for Investment Entities

    We take care of state registrations, fictitious name filings, and compliance matters specific to real estate investment businesses in Florida.

Future Business Owner

  • Guide Clients Through Entity Selection Based on Goals

    We explain the pros and cons of LLCs, corporations, and partnerships based on your specific business goals, liability concerns, and management preferences.

  • Prepare Formation Filings and Required Registrations

    We complete and file formation documents with the state, obtain EINs, and handle name registrations to fully organize your business entity.

  • Draft Customized Governance Documents for Long-Term Flexibility

    We prepare operating agreements or bylaws that support clear internal structure, financial arrangements, and day-to-day operational authority.

  • Set Up Compliance Procedures to Meet Filing Obligations

    We help establish state reporting schedules, annual obligations, and internal documentation practices that keep your business in good standing.

Professional

  • Form Entities Tailored to Professional Licensing Requirements

    We structure entities for licensed professionals (e.g., attorneys, healthcare providers, accountants) in compliance with applicable licensing board rules and ownership restrictions.

  • Prepare Governance Documents That Reflect Licensing Obligations

    We draft operating agreements and internal policies that coordinate professional licensing requirements with the business structure and daily operations.

  • Coordinate Registration of Trade Names, DBA Filings, and Certifications

    We prepare and submit fictitious name filings, professional designations, and any required public registrations for your professional entity.

  • Develop Compliance Frameworks for Regulated Professions

    We assist licensed professionals with setting up internal compliance policies that address both business operations and industry-specific regulatory requirements.

Co-Owner/Partner

  • Structure Entities for Multiple Owners With Defined Roles

    We form entities that document ownership percentages, management rights, and decision-making authority among multiple business partners.

  • Draft Buy-Sell Agreements to Handle Ownership Changes

    We create buy-sell provisions that address transfers of ownership in situations such as death, disability, retirement, or voluntary exit.

  • Clarify Capital Contributions and Profit Allocation

    We establish clear terms for financial contributions, profit sharing, and ongoing capital obligations among co-owners.

  • Develop Governance Documents That Address Dispute Scenarios

    We draft operating agreements that outline voting thresholds, deadlock provisions, and conflict resolution processes to help reduce future disagreements.

Real Estate Broker

  • Form Broker Entities in Compliance With Licensing Rules

    We form business entities that meet Florida broker licensing requirements, addressing ownership structure, supervision responsibilities, and brokerage licensing restrictions.

  • Prepare Internal Operating Agreements for Broker-Owned Firms

    We draft operating agreements that define broker management authority, team supervision roles, profit sharing, and decision-making processes for brokerage operations.

  • Coordinate Brokerage Licensing Applications and Entity Registration

    We assist with the coordination of brokerage license filings, state-level entity registrations, and initial compliance documentation required to operate under the broker's licensed entity.

  • Establish Ongoing Compliance Procedures for Brokerage Operations

    We help brokers develop internal compliance procedures that align with Florida Real Estate Commission (FREC) requirements, including supervision, escrow handling, recordkeeping, and reporting obligations.

Real Estate Agent

  • Form Entities for Commission Income and Brokerage Activities

    We assist agents in forming personal real estate entities to receive commission income while meeting applicable broker and licensing authority requirements.

  • Coordinate Licensing Board Filings and Compliance Documentation

    We prepare necessary filings with state licensing authorities when forming brokerage-related business entities.

  • Draft Internal Operating Agreements for Solo Agents or Teams

    We create operating agreements that define income allocations, team arrangements, and management roles for real estate agents working alone or in partnerships.

  • Align Entity Operations With Brokerage Oversight Rules

    We structure business operations to meet supervisory requirements while maintaining personal liability protection and income planning flexibility.

Service Provider

  • Form Entities That Limit Personal Liability While Serving Clients

    We assist service businesses in forming appropriate entities that separate personal assets from business obligations as client work grows.

  • Draft Internal Policies for Client Engagements and Service Delivery

    We prepare governance policies that align with client contracts and help guide day-to-day service delivery.

  • Develop Clear Operating Agreements for Solo or Multi-Owner Service Companies

    We draft customized operating agreements that establish management authority, financial structure, decision-making processes, and ownership rights.

  • Establish Compliance Procedures for Ongoing Entity Maintenance

    We set up straightforward compliance and reporting systems to keep service providers current with state filing and reporting obligations.

Hobbyist

  • Help Evaluate When a Hobby Crosses Into Business Territory

    We advise hobbyists on when ongoing activity may create legal or tax exposure that calls for formalizing the venture as a business.

  • Form Simple, Low-Complexity Entities for Small Ventures

    For hobbyists needing a basic legal structure, we create LLCs or similar entities that provide limited liability protection with minimal administrative burden.

  • Prepare Straightforward Governance Documents for Light Operations

    We draft simplified operating agreements that meet legal requirements while staying flexible for very small-scale businesses.

  • Provide Advisory Support as the Venture Evolves Over Time

    We remain available to update or restructure entity documents if the hobby grows into a more substantial business operation.