Secure Your Business Future

Comprehensive Partnership Agreements

Ensure your business partnership is built on a solid foundation with our expertly crafted agreements. Avoid common pitfalls and secure your success.

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What's Included: Work Product of Multiple Meetings

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Detailed Term Sheet for Your Partnership Agreement

Our term sheet covers all essential aspects, ensuring clarity and mutual understanding between partners.

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Ownership Certificates

Receive official ownership certificates that clearly define each partner’s stake in the business.

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Sample Resolution Form

Utilize our sample resolution form to easily draft changes to your Operating Agreement as your business evolves.

Our Process

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Step 1

Initial Consultation

We’ll discuss your partnership’s unique needs and outline the key elements of your partnership agreement. This is where you tell me about you and your business.

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Step 2

Meet and Discuss Terms for Agreement

We’ll meet via Zoom and discuss each item that should be included in your partnership agreement. I’ll help you understand important items often missed and suggestions on how to handle each item. This is where I’ll bring my experience solving partnership issues to help prevent them in your partnership.

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Step 3

Drafting the Agreement

I have a survey that will help you and your partner(s) think through every item to include. Based on our discussions and what you tell me in your survey, I’ll draft a comprehensive Partnership Agreement tailored to your business and your partnership. People tell me they enjoy the process and appreciate the final results.

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Step 4

Review & Finalize

We’ll have one more meeting to review the agreement. You can make changes or add anything you might have missed in our discussions. You’ll get:

Your partnership agreement
A sample document to use as “Resolutions Adopted by Partners” to make changes to your Operating Agreement and to memorialize agreements made between partners.
Certificates of Equity for each Partner (will be mailed to you)