Business Succession Plan and Documentation Package (Long Form)
A long-form Business Succession Plan and Documentation Package that hands a business to the next generation or the management team without a valuation dispute or a tax surprise, built for a high-value or heavily negotiated transaction.
Includes the representations, covenants, and remedies that only matter when something goes wrong, which is exactly when you need them. The complete provision set for a business whose exposure justifies covering every case.
Frequently asked questions
The fee covers the finished document, filing-ready or send-ready as applicable, the supporting exhibits or attachments described in the scope, and a short cover memorandum explaining the choices made. It is fixed at this scope: one business. 2 rounds of revisions are included. If your matter falls outside that scope we tell you before starting and quote the difference — we do not bill past a flat fee without agreeing it first.
2 to 3 weeks from a complete set of instructions, plus time for the 2 rounds of revisions included in the fee. If you are working to a court deadline or a closing date, tell us when you order and we will confirm in writing whether we can meet it before you commit.
$7,150 is $325/hour × 22 hours — the time this deliverable takes in an ordinary governance matter, at the firm's standard rate. Because it is a flat fee, the risk of the work running long sits with the firm: you pay $7,150 whether it takes us the estimate or twice it.
Third-party costs are never inside a flat fee and are passed through at cost, never marked up: court and agency filing fees, court reporter and transcript charges, expert witness fees, search vendor and e-discovery hosting charges, process server fees, and travel.
What your business does, and who its users or customers are, the systems, vendors, and data flows the document has to describe accurately, any existing version, and what prompted this one, and any regulator, platform, or contract requirement you are working to. Send what you have — if something is missing we will tell you what else we need before the turnaround clock starts.
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Shareholders Agreement (Long Form)
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Shareholders Agreement — Template and Playbook
A company-standard Shareholders Agreement form with fallback positions, covering the document that controls transfers, voting, board seats, and exit rights among the owners of a closely held corporation.
Buy-Sell Agreement (Long Form)
A comprehensive Buy-Sell Agreement that decides in advance what happens to an ownership interest on death, disability, divorce, or departure, with the full set of protective provisions a significant deal deserves.
Sustainability and Supply Chain Responsibility Policy Package (Long Form)
A long-form Sustainability and Supply Chain Responsibility Policy Package that sets supplier standards and disclosure practices that hold up against the claim-substantiation rules for green marketing, built for a high-value or heavily negotiated transaction.
Membership Association Bylaws, Terms, and Code Package (Long Form)
A detailed Membership Association Bylaws, Terms, and Code Package that structures membership classes, dues, discipline, and antitrust guardrails for a trade or professional body, covering the edge cases short forms leave open.