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Post-Close Toolkit

Post-Close Toolkit

The Post-Close Toolkit provides essential legal documents and a 6-month guide to support a smooth transition and compliance for your newly acquired business.

Post-Close Toolkit

Startup & Incorporation

Corporation Startup - Single Shareholder

$1,500

Our Corporation Startup service provides comprehensive assistance in launching your business.

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Corporation Startup - Single Shareholder

$1,500
/mo

Our Corporation Startup service provides comprehensive assistance in launching your business.

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Single Member LLC Startup

$1,200

Our LLC Startup service provides comprehensive assistance in launching your business.

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Single Member LLC Startup

$1,200
/mo

Our LLC Startup service provides comprehensive assistance in launching your business.

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Corporation Startup

$3,500

Our Corporation Startup service provides comprehensive assistance in launching your business.

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Corporation Startup

$3,500
/mo

Our Corporation Startup service provides comprehensive assistance in launching your business.

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LLC Startup

$2,500

Our LLC Startup service provides comprehensive assistance in launching your business.

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LLC Startup

$2,500
/mo

Our LLC Startup service provides comprehensive assistance in launching your business.

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Contracts

Terms of Service & Privacy Policy

$2,750

We’ll create tailored documents that ensure compliance and keep your users informed and secure.

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Terms of Service & Privacy Policy

$2,750
/mo

We’ll create tailored documents that ensure compliance and keep your users informed and secure.

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SaaS Agreement

$2,000

We’ll partner with you to develop a strong, standard set of terms tailored to your objectives and preference

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SaaS Agreement

$2,000
/mo

We’ll partner with you to develop a strong, standard set of terms tailored to your objectives and preference

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Master Service Agreement

$2,000

We’ll collaborate with you to create a robust and adaptable MSA tailored to your objectives and preferences.

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Master Service Agreement

$2,000
/mo

We’ll collaborate with you to create a robust and adaptable MSA tailored to your objectives and preferences.

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Contract Review

$1,000

We’ll thoroughly review and modify these contracts to ensure that your key terms are addressed.

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Contract Review

$1,000
/mo

We’ll thoroughly review and modify these contracts to ensure that your key terms are addressed.

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Employment

Employee Offer Letter

$600

We’ll create a personalized Employee Offer Letter that sets clear expectations, promoting a smooth onboardin

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Employee Offer Letter

$600
/mo

We’ll create a personalized Employee Offer Letter that sets clear expectations, promoting a smooth onboardin

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Separation Agreement

$1,000

We’ll craft a tailored Separation Agreement that is adaptable for both current and future situations.

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Separation Agreement

$1,000
/mo

We’ll craft a tailored Separation Agreement that is adaptable for both current and future situations.

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Advisor Agreement

$1,000

We’ll create a detailed advisor agreement that outlines the terms clearly for both you and the advisor.

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Advisor Agreement

$1,000
/mo

We’ll create a detailed advisor agreement that outlines the terms clearly for both you and the advisor.

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Employment Agreement

$1,000

We’ll create a custom employment agreement template tailored to your needs, ready for use with future hires.

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Employment Agreement

$1,000
/mo

We’ll create a custom employment agreement template tailored to your needs, ready for use with future hires.

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Independent Contractor Agreement

$1,000

We’ll provide you with a tailored template for an independent contractor agreement that you can use for fut

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Independent Contractor Agreement

$1,000
/mo

We’ll provide you with a tailored template for an independent contractor agreement that you can use for fut

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Equity & Capital

Profit Interest Plan

$3,500

We’ll design a customized Profit Interest Plan that meets your specific goals and motivates your team effect

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Profit Interest Plan

$3,500
/mo

We’ll design a customized Profit Interest Plan that meets your specific goals and motivates your team effect

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Employee Stock Option Plan (ESOP)

$3,500

We'll create a customized plan tailored to your specific objectives.

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Employee Stock Option Plan (ESOP)

$3,500
/mo

We'll create a customized plan tailored to your specific objectives.

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Intellectual Property

Confidential Information and Invention Assignment Agreement (CIIAA)

$750

This crucial document ensures that your company’s intellectual property remains securely under your ownershi

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Confidential Information and Invention Assignment Agreement (CIIAA)

$750
/mo

This crucial document ensures that your company’s intellectual property remains securely under your ownershi

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About the service

The Post-Close Toolkit is your comprehensive solution for a seamless business acquisition transition. Designed specifically for clients purchasing a business, this product provides the support you need for effective transition, cleanup, and compliance in the first six months post-acquisition. The toolkit includes a detailed Transition Checklist with a 6 Month Guide, covering essential steps such as Month 1: Corporate Hygiene. Additionally, it offers crucial documents like the Offer Letter, Employee Handbook, Privacy Policy, Lease Agreement, C&D, Working Capital True-Up, Indemnification Agreement, Separation Agreement, NDAs, and an Independent Contractor Agreement. With the Post-Close Toolkit, you can confidently navigate the legal landscape and ensure your new business is set up for success.

The Post-Close Toolkit is currently available for pre-order.

Order now and receive your toolkit as soon as it goes live.

What's Included in the Post-Close Toolkit

  • Transition Checklist
    • 6 Month Guide
    • Month 1: Corporate Hygiene
  • Offer Letter
  • Employee Handbook
  • Privacy Policy
  • Lease Agreement
  • C&D
  • Working Capital True-Up
  • Indemnification Agreement
  • Separation Agreement
  • NDAs
  • Independent Contractor Agreement

Packages

Fractional General Cousel Packages

Empower your business with fractional general counsel — tailored legal support, just when you need it, for a fraction of the full-time cost.

Basic

$1,000
/mo

Ideal for small businesses, solo practitioners, and small agencies.

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Standard

$2,500
/mo

Ideal for growing businesses and mid-sized firms.

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Premium

$4,500
/mo

Ideal for established businesses ready to scale.

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Packages

Compare a sample

Business Formation & Structure
Licensing & Permits
Contracts & Agreements
Employment
Dispute Resolution
Taxation
Mergers & Acquisitions
Data Privacy and Security

Basic

$1,000/month

Business Formation & Structure
Licensing & Permits
6 customer agreements
Handbooks & Labor Compliance
Dispute Resolution
Taxation
Mergers & Acquisitions
Data Privacy and Security

Standard

$2,500/month

Business Formation & Structure
Licensing & Permits
10 customer agreements
Comprehensive Policies & More
Dispute Resolution
Taxation
Mergers & Acquisitions
Data Privacy and Security

Premium

$4,500/month

Business Formation & Structure
Licensing & Permits
"Advanced" Agreements
Advanced Labor Law Compliance
Dispute Resolution
Taxation
Mergers & Acquisitions
Data Privacy and Security
Our m&a process

A simple yet powerful and efficient process.

01

Onboarding & Kickoff

Sign the Engagement Letter, complete our short onboarding documents, and conduct a Kickoff Call.

02

Execution

We'll work together to execute the drafting of documents, legal diligence, and negotiation. Expect weekly check-in calls and progress updates.

03

Closing & Beyond

We're here to support you through and beyond closing day.

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MSE process

A simple yet powerful and efficient process.

01

Onboarding & Kickoff

Sign the Engagement Letter and complete our short onboarding documents.

02

Execution

We'll work together to execute the drafting of documents and deliver them to fit your timeline.

03

Closing & Beyond

We're here to support you through and beyond closing day.

BG Circle V1 - Expert X Webflow Template
327+

Clients served

1.01b+

Closed M&A transactions

100%

5 Star Google reviews

95

Net Promoter Score

Past clients

Great businesses  trust our work.

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Get in touch

Interested in working with us?

Let's get started.