Corporate Counsel / Infrastructure

General Corporate Infrastructure Readiness Assessment

Sound corporate infrastructure gives an established business a cleaner platform for growth, financing, transactions and the decisions that come between them.

~5 MINUTES · 19 QUESTIONS · INSTANT RESULTS

Readiness review

Before the transaction gets moving.

01 Structure and ownership

02 Authority and risk allocation

03 Execution and next steps

Who it is for

A clearer starting line.

For established businesses, founders, operators and leadership teams that want to understand whether their corporate foundation can support growth or a major initiative.

Review scope

What the assessment evaluates

A practical screen for the issues most likely to affect the next decision.

01 Entity structure

Review whether the legal entities and relationships support the business’s ownership, operations and next stage.

02 Ownership records

Identify gaps in equity records, capitalization, transfers, consents and supporting ownership documents.

03 Governance

Consider approvals, delegations, minutes, policies and the decision practices that keep authority clear.

04 Contracts + compliance

Screen key agreements, renewal points, compliance workflows and recurring obligations that need ownership.

05 Financing readiness

Surface the records and structural questions lenders, investors or transaction counterparties may ask to see.

06 Operational legal foundations

Assess the everyday systems that support people, customers, vendors, intellectual property and risk management.

Defined scope / clear starting point

TRANSPARENT STARTING PRICES FOR DEFINED LEGAL WORK

RAETZER offers defined fixed-fee packages for qualifying private-capital, M&A, joint-venture, and corporate-infrastructure matters. The packages are designed to give prospective clients an informed starting point before an attorney reviews the specific transaction.

Final package eligibility, scope, and fee are confirmed only after completion of the applicable readiness assessment, conflicts review, jurisdictional review, attorney consultation, and execution of a written engagement agreement.

Transaction map

Ownership → Governance → Contracts → Risk

GENERAL CORPORATE INFRASTRUCTURE PACKAGES

These packages are one-time legal infrastructure projects. They are not unlimited outside-general-counsel subscriptions and do not include representation in future transactions, negotiations, disputes, financings, or litigation unless separately agreed.

Indicative fixed-fee packages for qualifying matters. Final eligibility, scope, and fee are confirmed after the applicable readiness assessment, conflicts review, and an initial attorney consultation.

All engagements remain subject to conflicts review, attorney review, scope confirmation, and a written engagement agreement. Government fees, third-party costs, local counsel, tax advisers, accountants, filing fees, and specialty counsel are not included unless expressly stated.

Package 1

ACQUISITION ESSENTIALS

$7,500

FLAT LEGAL FEE For qualifying standard-scope matters.

Best for

one clean U.S. entity, one or two owners, and core records that need organization.

Principal inclusions

  • Infrastructure assessment

  • Formation/governing documents

  • Ownership/capitalization

  • Updated operating agreement/bylaws

  • Owner approvals/IP assignment

  • Records checklist/governance calendar/priority roadmap

VIEW SCOPE AND ASSUMPTIONS

Assumptions: one entity, maximum two owners, no dispute/multiple classes/material securities issue/tax restructuring/active financing or M&A, and clean records.

One standard confidentiality/proprietary/internal agreement; additional agreements separate.

Package 2

MOST COMMON

GROWTH ACQUISITION

$19,500

FLAT LEGAL FEE For qualifying standard-scope matters.

Best for

a growing multi-owner business needing governance, ownership, employment/IP, and contract systems.

Principal inclusions

  • Up to three U.S. entities

  • Multi-owner agreement

  • Buy-sell/transfer/death/disability/

    separation

  • Cap table/equity review

  • Standard employment/contractor/

    confidentiality/IP

  • Up to two core commercial templates

VIEW SCOPE AND ASSUMPTIONS

Includes delegation/approval matrix, governance calendar, financing/M&A diligence checklist, and 12-month roadmap.

Assumes no dispute/securities remediation/foreign entities/litigation/pending financing/acquisition; extra templates/restructuring/equity plans/regulatory work require supplemental scope.

Package 3

STRATEGIC ACQUISITION

$34,500

Final fee confirmed after attorney review.

Best for

an established business preparing for institutional capital, acquisitions, multi-entity growth, investor governance, or exit.

Principal inclusions

  • Holding/operating structure

  • Up to four U.S. entities

  • Governance/authority

  • Equity incentive/advisory/profits-interest framework

  • Up to four core commercial templates

  • Data-room plan/risk register/executive roadmap

VIEW SCOPE AND ASSUMPTIONS

May include board/committee/officer/manager framework, related-party/conflict review, financing/acquisition/exit analysis, institutional record book, and executive presentation.

Custom quote for contested ownership, securities violations, tax restructuring, foreign entities, disputes, pending transaction, comprehensive privacy/benefits/employment/regulatory compliance, or more than four entities/templates.

Illustrative milestone billing, subject to written engagement agreement: Illustrative milestone billing: 40% at engagement; 30% at completion of the LOI/diligence phase or initial definitive agreement; 30% at signing or closing. If the transaction terminates, fees earned through the completed milestone remain payable.

Next step

NOT SURE WHICH PACKAGE FITS?

Complete the applicable RAETZER readiness assessment. Your responses will help identify the likely scope, urgency, complexity, decision authority, and appropriate next step before you speak with an attorney.

Important Scope Notes

The prices shown are indicative fixed fees or starting prices for qualifying matters. Final eligibility, scope, staffing, and fee are confirmed only after the applicable readiness assessment, conflicts review, jurisdictional review, attorney consultation, and execution of a written engagement agreement.

Each fixed fee is based on the parties, entities, documents, transaction structure, revision rounds, closing assumptions, and other limitations stated in the engagement agreement. A material change in the matter may require a supplemental fixed fee or an approved hourly scope.

Additional parties, entities, targets, bidders, investors, security classes, or closings

Material changes to economics or structure

Extraordinary diligence or negotiation

Repeated re-trading of agreed terms

Substantial corporate cleanup or missing records

Compressed or expedited deadlines

Specialty tax, regulatory, employment, benefits, real-estate, environmental, antitrust, litigation, or foreign-law issues

Restarting a transaction after termination or material delay

Government filing fees, state notice fees, foreign or local counsel, accountants, tax advisers, investment bankers, business brokers, lenders, appraisers, valuation providers, data-room providers, expert consultants, translators, and other third-party costs are not included unless expressly stated.

Legal fees are earned according to the milestones stated in the engagement agreement and are not contingent upon raising capital, obtaining financing, signing a transaction, or completing a closing.

RAETZER does not guarantee capital, financing, investors, acquisition targets, buyers, sellers, valuation, transaction approval, or closing.

RAETZER does not act as a broker-dealer, placement agent, investment banker, business broker, lender, accountant, tax adviser, valuation provider, or foreign-law adviser unless a separate written agreement expressly states otherwise.

SCOPE AND FEE PROTECTIONS

Non-contractual note: Formal engagement letters govern and summarize these principles: one transaction/project; defined entities/parties/documents; ordinary negotiation only with material restructuring supplemental; defined revision rounds; exclusions for litigation/tax/accounting/valuation/regulatory/real-estate/environmental/benefits/foreign law unless included; third-party/government fees separate; delay/term changes permit supplemental fee; additional closings/investors/targets/bidders/entities/documents separately priced; fees earned by milestones and not contingent; additional work only after written approval of supplemental fixed fee/hourly scope. Formal engagement letters govern.

Pricing and package descriptions are provided for general informational purposes and do not constitute an offer to provide legal services. No attorney-client relationship is created through the website or an assessment submission. Representation begins only after conflicts review and execution of a written engagement agreement.

Before you begin

A screening tool, not a legal opinion.

This assessment is provided solely for educational, informational and screening purposes. It is not legal advice, does not determine legal compliance or establish that a transaction or corporate initiative is “ready” under applicable law, and does not create an attorney-client relationship. Do not submit confidential or privileged information. Representation begins only after conflicts review and execution of a written engagement agreement.

A considered first step

START WITH THE RIGHT ASSESSMENT

The next decision

Start with the issues that deserve attention.



This assessment takes about five minutes. Answer honestly — there are no wrong answers, and nothing here is reviewed in real time. When you're done, you'll get a readiness score across four areas: business foundation, offering architecture, investor strategy, and execution readiness, along with a recommended next step.

19 questions · ~5 minutes · instant results

This assessment is for general educational and screening purposes only. It does not determine whether an offering complies with federal or state securities laws, whether an exemption is available, or whether you are legally qualified to invest. Please don't include any confidential information in your answers.

RAETZER PLLC

Sophisticated counsel for the decisions that move a business forward — from first formation through its next chapter.

Offices

224 W 35th St, Suite 500 #2320

New York, NY 10001

1910 Pacific Ave, Suite 2000 #1625

Dallas, TX 75201

Contact

(726) 243-4308
[email protected]
https://www.raetzerlaw.com/

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