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Entity Formation

Entity Formation

We will advise and assist you in the selection and formation of the appropriate entity and prepare all organizational documents, based on the relationships of the participants and dynamics of the project or investment.

Operating under the appropriate structure is a critical element of any enterprise. We help clients assure that their interests are protected when structuring new entities.

We provide knowledgeable assistance with documentation concerning management authority and responsibility, capital contributions, contingencies, preferred returns, cash distributions, tax allocations, participant fees, transfer of interests and restrictions on transfer, grantor trust issues, dissolution and other matters. The structure of your operating entity can substantially impact return on investment, financial risk and tax treatment.

We have extensive experience drafting and negotiating limited liability company operating agreements, limited and general partnership and tenancy-in-common agreements. We also assist with corporate organizational documents, meetings and consents, shareholder agreements, stock purchase agreements, mergers and conversions.

Our firm is dedicated to the successful functioning of your business. Ensuring that your entity is formed, operated, wound-up and dissolved properly will minimize unanticipated liability and expense.

"I have worked with Steve for over two decades in my capacity as a partner in an international CPA firm and as a trustee of a large estate. I have consistently found him to be an extremely efficient and competent advisor. Unlike some attorneys, I have found his counsel to be pragmatic and based upon a wealth of prior experience. Steve has delivered his services promptly without unreasonable delays. Steve has my unqualified endorsement."

DA – Board Member of various public companies

"Steven C. Kiser has handled my real estate investments for 22 years and has provided excellent service. I feel fortunate to have him as an adviser and friend."

DS – Real Estate Investor