Once you are comfortable with the entity type and jurisdiction of formation, we will form, and properly organize it for you, based on your needs.

The following is a formation checklist. If you are forming a company with us, it is likely that we'll be working through a somewhat similar list with you:

Corporations:

• Articles of Incorporation (CA) / Certificate of Incorporation (DE)
• Action by Incorporator
• Bylaws
• Initial Board Resolutions / Minutes of Organizational Meeting of the Board of Directors
• Founder Restricted Stock Purchase Agreements
• Stock certificates
• Stock Option / Equity Incentive Plans

LLCs:

• Articles of Organization (CA) / Certificate of Organization (DE)
• Operating Agreement
• Initial Managers' Resolutions / Minutes of Organizational Meeting of Managers
• Unit Purchase / Subscription Agreements

General:

• Capitalization Table (Cap Table)
• Founder Revolving Promissory Note
• Establish Agent for Service of Process
• Federal Employer Tax ID (EIN) application
• Qualification to do business in California
• California Information Statement
• Securities (blue sky) filings
• Offer Letters / Consulting Agreements / Services Agreements / Severance Agreements
• Vesting Agreements
• Assignment of Intellectual Property
• Advisory Board Agreements
• Confidential / Proprietary Information and Invention Assignment Agreements
• Non-Disclosure Agreements (NDAs)
• Indemnification Agreements

If you are looking to form a company in the US, in Delaware or California, contact Inna Efimchik by phone at 650.298.6014 or by email at iefimchik@white-summers.com for a consultation.

Copyright © 2015, Inna Efimchik. All rights reserved.

White Summers provides practical and cost-effective approaches to startup legal matters. From our Redwood City, California office, we serve individuals and businesses throughout the San Mateo, Santa Clara and San Francisco Counties, including Palo Alto, Menlo Park, Woodside, Atherton, Los Altos, Mountain View, Sunnyvale, Cupertino, Santa Clara, San Jose, Saratoga, Redwood City, Redwood Shores, Foster City, Burlingame, Brisbane, Daly City, and the City of San Francisco.

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