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Services

01. Business Law

Legal guidance for every stage of your business's journey to success.

Let's Build Something That Lasts.

At Momentum Legal Services, we help companies, owners, and leaders build, grow, and protect their businesses with clarity, confidence, and long-term vision. Whether you're launching your first venture or preparing for a major exit, we offer practical and effective legal solutions tailored to where you are--and where you're going next.

Starting Your Business: Formation - Structure - Early-Stage Strategy

A strong legal foundation creates long-term stability. Momentum Legal Services helps new and growing businesses choose the right structure, organize ownership, and establish contracts and policies to avoid problems before they ever arise.

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Formation & Entity Selection

  • LLCs, corporations, nonprofit entities, professional entities, and partnerships.

  • Multistate compliance.

  • Operating agreements, bylaws, and shareholders agreements.

  • Corporate conversions and reorganizations.

 

Early-Stage Ownership Planning

  • Multi-class ownership (e.g., common, preferred, and special classes).

  • Waterfall and distribution planning.

  • Equity incentive plans (options, profit sharing).

  • Founder agreements and vesting schedules.

  • Section 1202 QSBS Exclusion planning.

  • Section 1244 stock qualification.

  • 83(b) elections guidance.

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Capital Raising & Investment Agreements

  • Angel investor agreements.

  • Convertible notes, SAFEs.

  • Investor rights and protections.

  • Cap table structuring and maintenance. 

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Run and Grow Your Business: Contracts - Compliance - Risk Management - Real Estate

Businesses grow best with clarity and consistency. Momentum Legal Services provides the systems, contracts, and governance structures that keep your operations running smoothly, and protect against unnecessary risk.

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Outsourced Chief Legal Officer Services

​For businesses that want the benefit of an in-house legal department without the cost:

  • Ongoing contract drafting and review.

  • Compliance oversight.

  • Board and governance support.

  • Quarterly legal strategy meetings. 

  • Risk identification and mitigation.

  • ongoing, on-call counsel.

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Contracts & Transactional Work

  • Employment contracts.

  • Master Services Agreement (MSAs).

  • Purchase Order and Scope-of-Work systems.

  • Independent contractor and consulting agreements.

  • Referral and commission agreements. 

  • Licensing agreements (IP, software, brand, and product licensing).

  • NDAs, non-competition agreements, non-circumvention agreements, and non-solicitation agreements.

  • Vendor, distributor, and supplier contracts.

  • Website terms of use & privacy policies. 

  • Asset and stock purchase agreement (including small business mergers and acquisitions).

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Real Estate Transactions

  • Buying and selling.

  • Commercial lease review and negotiations.

  • Planning and zoning compliance.

  • Landlord-tenant protection strategies.

  • Risk mitigation.

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Corporate Governance & Compliance

  • Corporate maintenance (minutes, resolutions, consents).

  • Compliance with State and local statutes, ordinances, and rules.

  • Conflicts policies, record-keeping policies, HR policies.

  • Employee handbooks and policy manuals.

  • Manager/Officer fiduciary duties guidance.

  • Foreign qualification and multi-state oversight.

  • Cap table updates and ownership tracking.

  • Registered agent coordination.

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Risk Management & Dispute Avoidance

  • ​Preventative legal risk audits.

  • Pre-litigation demand letters.

  • Negotiation & settlement drafting.

  • Mediation preparation.

  • Regulatory compliance (FTC, DOL, DOPL, etc.).

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Legal Soundness Audits

​A comprehensive view of your business's legal health, including:

  • Corporate governance.

  • Contracts and operational systems.

  • HR and employment risk.

  • Industry-specific risk.

  • IP ownership protection.

  • Website & online compliance. 

  • Insurance.

  • Recommendations and an actionable roadmap.

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Intellectual Property

  • Trademark registration and management.

  • Copyright advisory and registration.

  • Trade secret protection policies.

  • Trademark enforcement.

Transition or Exit Strategies: Succession - Exit Planning - Mergers & Acquisitions

When the time comes to transition, sell, or pass down your business, Momentum Legal Services helps to ensure the process is legally sound, tax-aware, and aligned with your goals.

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Succession Planning

  • Buy-sell agreements.

  • Family business succession.

  • Continuity planning.

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Preparing for Sale

  • Pre-transaction legal cleanup.

  • Contract and governance readiness.

  • Representation & warranties planning.

  • Negotiation.

  • Due diligence preparation and response.

  • Asset purchase agreements.

  • Stock purchase agreements.

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Mergers & Acquisitions

  • Structuring and negotiating deals.

  • Document drafting and review.

  • Integration planning and post-closing support.

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Owner Exit Strategies

  • ​Retirement transitions.

  • Management buyouts.

  • Equity transfers.

  • Wind-downs and dissolutions.

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 15 Years of Uniquely Qualified Experience

Schedule a Free Consultation

At Momentum Legal Services, we believe that strong legal guidance begins with a real conversation. If you're facing an important decision, starting a new venture, or simply want to ensure your business is on solid legal ground, we invite you to reach out to us today. Your initial consultation is free, and provides an opportunity to ask questions, understand your options, and see how we can help your business build and sustain momentum.

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Most of our clients are extremely busy and prefer virtual consultations via Zoom, Google Meet, or Teams. However, we're also happy to meet with you in-person.

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