Corporate Risk Assessment Package

Make Sure Your Corporate Foundation Is Solid

Your corporate records are the legal foundation of your company. As your business grows, changes in ownership, equity issuances, governance decisions and other corporate actions can create gaps between what has happened in the business and what your records actually reflect.

Missing approvals, incomplete ownership records, outdated governing documents or other corporate housekeeping issues can become particularly important when you're raising capital, bringing in new owners, completing a transaction or going through due diligence.

Meyer Law's Corporate Risk Assessment gives you an attorney-led review of your company's key corporate and governance documents to identify potential gaps, inconsistencies and areas that may warrant attention.

You'll come away with a clearer understanding of where your corporate records stand and what we recommend addressing as your company grows.

Who This Assessment Is For

This assessment is a great fit for companies that:

• Haven't reviewed their corporate records since formation
• Have added founders, owners, investors or board members over time
• Have issued equity or experienced changes in ownership
• Have grown quickly and aren't sure their corporate documentation has kept pace
• Used an online formation service or initially handled corporate documents themselves
• Are preparing for fundraising, M&A or another diligence process
• Have questions about their governing documents, ownership records or corporate approvals
• Want to get their corporate house in order before the next stage of growth

What's Included

Up to 30-Minute Initial Consultation
We'll discuss your company structure, ownership history, governance and any known concerns so we can understand your business and focus our review on the areas that matter most.

Corporate + Governance Review - Up to 3 Hours
Our attorneys will review your key corporate and governance records to identify potential gaps, inconsistencies and areas that may warrant attention.

Depending on your company and entity structure, the review may include:

• Formation and organizational documents
• Bylaws or Operating Agreement
• Shareholder or ownership agreements
• Cap table and ownership records
• Board and stockholder/member consents and resolutions
• Founder documentation
• Equity issuance documentation
• Prior financing documentation
• Other material corporate and governance records

We'll use the included review time to focus on the documents most important to your company's corporate foundation.

Up to 30-Minute Findings Consultation
We'll walk you through our findings, explain the issues we identified, answer your questions and discuss our recommendations and potential next steps.

How It Works

Step 1: Purchase + Schedule
Purchase the assessment and we'll reach out to schedule your initial consultation.

Step 2: Tell Us About Your Company
We'll learn about your entity structure, ownership, corporate history and any known areas of concern.

Step 3: Provide Your Corporate Records
You'll provide the corporate and governance documents relevant to our review.

Step 4: We Review
Our attorneys review your priority corporate records for up to three hours and identify potential gaps, inconsistencies and areas that may need attention.

Step 5: Review the Findings Together
We'll meet for up to 30 minutes to walk through what we found, answer questions and discuss our recommendations and potential next steps.

Frequently Asked Questions

What corporate documents do you review?

Depending on your company, we may review formation documents, bylaws or operating agreements, ownership records, cap tables, board and stockholder/member approvals, founder documentation, equity issuances, prior financing documents and other material corporate records.

How much material will you review?

The package includes up to 3 hours of attorney review. The amount of material we can review depends on the volume and complexity of your company's corporate history. We'll focus on the records most important to assessing your corporate foundation.

Will Meyer Law fix the issues you identify?

No. This package focuses on reviewing your existing corporate records, identifying potential issues and discussing our recommendations. If documents need to be prepared, amended, corrected or otherwise addressed, Meyer Law can separately scope that work.

I formed my company using an online formation service. Is that a problem?

Not necessarily. We'll review the documents you have and help identify whether there are gaps, inconsistencies or areas that may warrant attention based on your company's current ownership and governance.

Does this include reviewing my cap table?

We can review your cap table and supporting ownership records within the package scope for apparent gaps or inconsistencies. A full cap table reconstruction or extensive reconciliation of historical equity issuances is not included.

Is this the same as Ready to Raise™ package?

No. The Corporate Risk Assessment focuses specifically on your company's corporate and governance foundation.

Ready to Raise™ package is a broader pre-fundraising legal review that may include corporate records, material contracts, intellectual property and other areas relevant to investor diligence.

What if my corporate records require more than three hours to review?

We'll focus on the most important records within the included review time. If additional review would be valuable, we'll let you know before performing work outside the package scope.

How long does it take?

Most Corporate Risk Assessments are completed within 1–3 weeks after the initial consultation and receipt of the documents and information we need.

What Our Clients Say

“The lawyers at Meyer Law are a refreshing change from the lawyers we have worked with in the past. Not only are they responsive, fast and sharp legal minds, but they also take a genuine and tangible interest in the growth and success of our company.”

— SVP of Finance + Operations, PandaDoc Inc.

Know Where Your Corporate Foundation Stands

Get an experienced legal review of your company's corporate records and understand what may need attention before your next stage of growth.

Get Started today!