Team 03 · Legal
Counsel at the same table as your numbers
Contracts, entities, and succession plans carry financial consequences, and financial decisions carry legal ones. Legal counsel sits with the finance, tax, and insurance teams, so the agreement and the numbers behind it are worked out together.
For the business
The company and its entities
- Formation and governance Entities formed, operating agreements drafted, and governance documents kept current.
- Commercial contracts Customer, vendor, and other agreements drafted or reviewed before you sign.
- M&A, capital raises, and restructuring Deal documents prepared with the finance and tax teams at the same table.
For the owners
Each owner and spouse
- Estate plan coordination Wills and trusts coordinated with ownership, tax, and insurance so the documents agree.
- Buy-sell and succession agreements What happens when an owner leaves, retires, or dies — agreed in advance and written down.
- Personal asset protection Ownership structured so business risk stays away from personal assets.
What you get
What arrives, and when
- At setup
- A review of entity documents, operating agreements, and key contracts
- As it comes up
- Contracts drafted or reviewed before you sign
- Deal documents alongside the numbers
- Annually
- Governance and buy-sell agreements checked against the business as it is now
How it works
From first call to steady state
Once the books are current and the scope is clear, the engagement settles into a single monthly fee.
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Review
Entity documents, operating agreements, and key contracts gathered and read against how the business actually runs.
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Prioritise
Gaps ranked by what they risk — the missing buy-sell before the routine renewal.
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Draft
Agreements prepared with the tax and finance teams, so the terms and the numbers agree.
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Keep current
Revisited as owners, entities, and deals change, so documents keep up with the business.
One system
Legal does not work in isolation
Every team feeds the same picture of your business and its owners. Legal sits at the same table as the other three, and your relationship manager coordinates all four — so nothing is handed off and nothing has to be re-explained.
Questions, answered
About legal
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Who provides the legal services?
Clyde Snow & Sessions, under their own engagement letter with you. Your relationship manager coordinates their work with the finance, tax, and insurance teams.
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Do we have to replace our current attorney?
No — every service is à la carte. If you have counsel you trust, we work alongside them and fill the gaps.
One team, four areas
Explore the other teams
Get started
Ready to have counsel who knows the numbers?
One for the business, one for each owner and spouse — about two hours each, usually in the same week. A week later you get your plan and a flat monthly fee.
You will know what the work costs before you commit to any of it.