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Business Formation

Starting a new venture can be both exciting and challenging. We provide expert guidance on business formation, helping you navigate the complexities of setting up your business entity. From helping you select the appropriate legal structure, to establishing governance and handling all necessary registrations and compliance, we ensure your business starts on the right foot.

Fractional and Outsourced COO

Effective operations and strategic planning are crucial for long-term success. Our fractional and outsourced COO services are designed to help your business run smoothly and achieve its goals. We source, diligence, and negotiate with vendors on your behalf, build cash management strategies, manage business records, prepare for a capital raise, and much more.

Equity Plan Management

A quality equity incentive plan and clean capitalization table are essential for recruiting and retaining top talent and attracting investors. We offer specialized services in equity plan management, which includes advising on the creation of equity incentive plans, obtaining 409A valuations, assisting with 83b filings, helping manage equity grants, and building a capitalization table.

  • Business Formation Guidance

  • Legal Structure Selection

  • Governance Establishment

  • EIN Assistance

  • Fractional COO Services

  • Vendor Sourcing, Diligence, and Negotiation

  • Cash Management Strategy

  • Business Record Management

  • Operational Optimization

  • Performance Management

  • Strategic Planning

  • Cap Table Management

  • 409A Valuation Assistance

  • 83(b) Filing Assistance

  • Equity Grant Management

Packages &
Pricing

Choose one of our packages if you want to specifically define the scope of our engagement.

Or choose an hourly engagement for flexibility. 

You can end the engagement at any time.


 


The Jumpstart Formation Package includes consulting assistance to identify the best legal entity for your business, entity formation, essential business governance documents, and all necessary business registrations. Once complete, this comprehensive package ensures your business is compliant and ready to operate.

Jumpstart Formation Package
Starting at $500
Timeline: ~1-14 days

Equity Essentials Package
Starting at $1,000/month
An Ongoing Engagement

The Equity Essentials Package provides expert assistance in creating a clear and compliant equity incentive plan, guiding you through the issuance of equity for founders and employees, and establishing a reliable system for maintaining and managing the equity plan using Carta. From obtaining 409A valuations to building and maintaining your company's capitalization table, this package ensures that your equity framework is built for long-term success and gives investors a sense of security during their due diligence process.

Operations Support
Starting at $200/hour
An Ongoing Engagement

This is our all of the above plan without limits to the scope of operational services we can provide you and your business.  Whether you need day-to-day operations support but can't yet justify a full-time operations hire, want someone to find the right vendor for a business need and establish that vendor relationship, need help with cash management, or just want someone on call for advice, we've got you covered. 

Stay Connected. Reach Out When the Time is Right.

Groundswell

Operations & Business Services

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