Limited Partnership & FLIP Services in Antioch

Limited partnership, family limited partnership, general parntership, and joint venture formation services include:

• Review & analysis of business plans
• Review & analysis of financial models
• Introductions to sources of funding
• Introduction to service providers
• Franchise circular review and analysis in franchise law situations
• Assisting the client with compliance with federal and state security laws
• Assisting with private offering memorandum & subscription agreements
• Helping the client preserve Reg D and other private offering exemptions

Pre-formation intellectual property protection services include:

• Preparation and filing of patent applications/li>
• Use of non-disclosure agreements (NDAs)
• Trademark, trade name & copyright protection
• Pre-formation IP assignment & protection
• Patent & other IP licensing arrangements
• Dealing with non-compete and trade secret protection issues
• Assignment to and protection of intellectual property in the LLC

Limited partnership, family limited partnership, general partnership, and joint venture services include:

• Determining the appropriate state of formation of the partnership
• Assisting in the choice of the LP or FLIP name and reservation of the name
• Helping to choose the general partner entity, and creation of that entity
• Creation of an appropriate limited partnership agreement structured to fit the business plan
• Hand delivery filing of properly drafted articles of organization
• Obtaining EIN and state identification numbers if appropriate
• Filing state forms as required, including securities forms
• Creation of an appropriately structured limited partnership agreement & other organizational documents
• Tax analysis to determine the best choice of tax status
• Filing of documents to obtain “disregarded”, “S” or “C” status when chosen
• Evaluating choices for capitalizing the company
• Determining appropriate debt and equity options and ratios
• Creating complex limited partnership and security structures when appropriate
• Creating multiple classes of limited partnership interests, warrants and options
  and convertible debt instruments where required
• Drafting employment and independent contractor agreements when required
• Drafting right of first refusal agreements when required
• Drafting general partner and limited partner provisions and protections
• Drafting intellectual property protection agreements when required;
• Issuing limited partnership interests with appropriate restrictions & disclosures;
• Providing assistance and documents for opening bank accounts
• Transfer of the real estate or business assets to the LP or FLIP when necessary

Limited partnership, family limited partnership, general partnership, and joint venture post-formation services include:

• Assisting with angel financing, strategic investment & venture capital financing
• Drafting equipment financing and joint development arrangements
• Assisting with joint venture and strategic partner structuring
• Drafting documents to provide “sweat equity limited partnership interests” for service providers
• Drafting LP or FLIP buy-sell and related provisions
• Creating executive compensation plans for a general partner
• Creating equity participation documents and plans
• Drafting employment agreements & employee handbooks
• Analysis of employee & independent contractor issues
• Creating restricted limited partnership interests, limited partnership interest options and other equity plans
• Assisting in qualifying the LP or FLIP in a sister state when required
• Post-formation trade secret and IP protection

Limited partnership, family limited partnership, general partnership, and joint venture maintenance and compliance services include:

• Calendaring and providing reminders to the client for annual limited partner or general partner meetings or actions by written consent
• Providing the client with assistance in complying with the state LP filing requirements
• Drafting annual or special meeting minutes or actions by written consent for limited partners and general partners when appropriate
• Providing assistance in the preparation and filing of statements of information and other filings