Qualified Small Business Stock Analysis and Documentation
A Qualified Small Business Stock Analysis and Documentation, drafted for your facts, that tests whether shares qualify for the exclusion and builds the documentation to prove it years later.
Written in plain English, so the people who have to live with it can read it. A full custom draft written from how your business actually operates, so the document describes real practice rather than an aspiration.
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 holder. 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.
1 to 2 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.
$3,250 is $325/hour × 10 hours — the time this deliverable takes in an ordinary planning 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 $3,250 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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Other Planning work MC Law prepares on a flat fee.
Tax Sharing and Allocation Agreement
A Tax Sharing and Allocation Agreement, drafted for your facts, that allocates tax liability and benefits among affiliated entities so intercompany surprises do not arise later.
Intercompany Transfer Pricing Agreement and Documentation — Review and Redline
A markup of an Intercompany Transfer Pricing Agreement and Documentation you have been handed, the document that prices intercompany transactions at arm's length and documents the method before an audit asks.
Intercompany Transfer Pricing Agreement and Documentation
A custom-drafted Intercompany Transfer Pricing Agreement and Documentation that prices intercompany transactions at arm's length and documents the method before an audit asks.
Transaction Tax Structuring Memorandum
A custom-drafted Transaction Tax Structuring Memorandum that explains the tax consequences of a deal structure and the alternatives, in writing you can rely on.