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How It Works

First, I get your foundation right. Then I keep it protected.

Where Are You Starting?

Your first step depends on where your business is today. Not sure where that is? Schedule a free consultation and I’ll help you find your starting point.

Starting A New Business?

Formation Services

I guide you through entity selection, handle the formation filing, and create your complete governance framework. Your first year of Corporate Wellness Program and registered agent service is included. For more information on formation services, click here.

$995 First Year

Already Have An Existing Business?

Wellness Assessment

Step 1: Wellness Assessment

I analyze your entity’s current state—reviewing your corporate structure, governance documents, state compliance status, registered agent and address records, ownership documentation, officer/director structure, and potential liability risks—to identify gaps and create a remediation plan.

Step 2: Remediation

Then I complete any necessary work to bring your entity into full compliance:

  • Preparing missing governance documents (bylaws, operating agreements, stock certificates, resolutions)
  • Drafting corporate minutes to document past business decisions
  • Correcting state filings
  • Addressing structural concerns
  • Creating a complete corporate record going forward

$995 First Year

Then, Ongoing Protection:

Starting Fresh?

New Business

Formation Services

01

Step 1: Wellness Assessment

I analyze your entity’s current state—reviewing your corporate structure, governance documents, state compliance status, registered agent and address records, ownership documentation, officer/director structure, and potential liability risks—to identify gaps and create a remediation plan.

Step 2: Remediation

Then I complete any necessary work to bring your entity into full compliance:

  • Preparing missing governance documents (bylaws, operating agreements, stock certificates, resolutions)
  • Drafting corporate minutes to document past business decisions
  • Correcting state filings
  • Addressing structural concerns
  • Creating a complete corporate record going forward

$995 First Year

Already Have A Business?

Existing Business

Wellness Assessment

01

Step 1: Wellness Assessment

I analyze your entity’s current state—reviewing your corporate structure, governance documents, state compliance status, registered agent and address records, ownership documentation, officer/director structure, and potential liability risks—to identify gaps and create a remediation plan.

Step 2: Remediation

Then I complete any necessary work to bring your entity into full compliance:

  • Preparing missing governance documents (bylaws, operating agreements, stock certificates, resolutions)
  • Drafting corporate minutes to document past business decisions
  • Correcting state filings
  • Addressing structural concerns
  • Creating a complete corporate record going forward

$995 First Year

Your Corporate Wellness Program

Keep your business protected, year after year

Once you’re set up, your Corporate Wellness Program keeps everything maintained—annual state filings, meeting minutes, coordinated tax support, registered agent service, and unlimited access for questions. Learn more.

$499/YEAR ONGOING