| Solo | Partner | Team | |
|---|---|---|---|
| One-Time |
1 Owner per entity |
2 Owners per entity |
4 Owners per entity |
| What's Included | |||
| Number of owners Pricing for entities with more than 4 owners will be determined on a case by case basis. |
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| Entity Usage | |||
| Entity Documents Entity documents may vary based on the entity selected, but generally include: organizational formation documents, operating and governance documents, organizational minutes etc., LLC qualification and publication documents. |
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| IRS Form 2553 - S Corp Election Form Preparation Preparation of IRS Form 2553 to allow your entity to be taxed as an S Corporation, including instructions on how to submit the form to the IRS for easy filing. |
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| Document Revisions We work with you to tailor your documents to your needs. Your business is not cookie cutter- your documents shouldn’t be either. |
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| Consultation Call(s) Consultation calls help us clarify inputs, address your questions, and provide recommendations to ensure that your deliverable meets your needs in real-time. The included calls are appropriate for the overwhelming majority of client projects. |
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| State Registration & EIN Application Application for your Federal EIN and registration with the Secretary of State to obtain the Articles of Organization / Incorporation for said state. Local licenses and permits and/or payroll registration is not included. |
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| Recommendations Not all entity structures are created equal, and each comes with its own rules, pros/cons, administrative burdens, and tax consequences. We provide you with tools and recommendations, so you can make an informed choice of entity. |
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| Coordination with Tax Professionals Collaboration with your existing CPA and other professional team is essential to assure we create a structure that works for your needs, that you understand and that your tax and other professional advisors support and understand. |
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| E-document Execution with Backup Storage We will provide you with a complete set of records for your entity, and can do so in electronic, hard copy or both. We will also retain a backup copy of all documents. |
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| E-document Execution with Backup Storage We will provide you with a complete set of records for your entity, and can do so in electronic, hard copy or both. We will also retain a backup copy of all documents. |
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| Timeline Estimated timeline to complete projects starts upon formal engagement and receipt of all required information and documentation. Timelines are estimates and will vary based on client needs and circumstances. |
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| Optional Add Ons | |||
| Expedite Fee If circumstances require an expedited timeline, we will discuss those with you at the outset so you and your team know what is possible and what must occur to meet your timing goals. Expedited scenarios and associated additional fees will be evaluated on a case by case basis. |
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| Additional Owners | |||
| Documents & State Filing for Multi-Tier Entity Structure | |||
| Incentive Compensation and Multiple Equity Tiers These can include options, profits interests, equity appreciation rights plans and other incentive compensation structures. |
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| Key Person Agreements Your team is your lifeblood. We work with you to create lasting enforceable and understandable agreements with key team members, employees or other contributors to your business. These documents help align incentives and create certainty for you and the people that make your business work. |
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| Debt Sharing and Indemnification Agreements Debt can be a useful tool to identify and leverage growth opportunities. The circumstances upon which you and your other owners wish to share in responsibility for legacy and new debt can vary widely. We work with you to customize a tailored solution in these instances. Don’t let legacy debt obligations get in the way of your shared business goals. |
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| Foreign Qualification Application | |||
Entity Support
Form Your Entity. The Right Way.
Set Up Your Business Structure with Confidence
The financial advisory landscape is evolving, with more teams consolidating and forming complex partnerships that demand thoughtful business structures. Whether you're launching an independent firm or formalizing a partnership, establishing an entity such as an LLC or S-Corp — supported by a well-crafted operating agreement — is essential. Advisor Legacy’s Turnkey Entity Support offers three levels of service designed to help you build a strong legal and operational foundation. Backed by a team of legal professionals with decades of experience in advisor-specific compliance and entity formation, we ensure your documents meet regulatory standards at every level. From start to finish, our step-by-step process makes entity formation simple and seamless, with clear pricing, proactive communication, and optional custom features that let you tailor the experience to your practice’s unique needs.
Support Packages
Have Questions?
Book a call with one of our team members. They can walk your through our process and the components of each service.
