Our services

Law Firms

We collaborate with law firms, providing them with specialized support for their clients’ M&A and corporate financing activities. Our expertise in dataroom management, due diligence support, and Cap Table management complements their legal services, enabling them to deliver comprehensive solutions to their clients.

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Corporate Services

This is what we can do for your founders

1. Entity Formation

Using Essencia to form any type of business entity in the 50 states and DC gives you an added advantage because we are not a traditional third-party service company; Essencia is your go-to on-demand paralegal. Like all service companies, we check and reserve the requested company name, prepare and file state formation documents and obtain the EIN. However, unlike a third-party service company and much like the expert large law firm paralegals that you are accustomed to – using your forms or ours – we draft bylaws or operating agreements, organizational consents, stock subscription agreements, stock certificates, stock ledger, prepare and file IRS filings such as SS-4 and obtain EIN, prepare and file S Elections, and 83(b) filings, if applicable. We coordinate required signatures via DocuSign (always copying counsel). Essencia’s on-demand paralegal services increase your practice capacity by saving you time. And, our reasonable billable rate leaves room for mark up, making Essencia a revenue generator. If that’s not enough, our cost-effective filing methods typically save clients up to 50% of the typical large service company filing fees! In connection with entity formations and foreign registrations, Essencia senior corporate paralegals handle the following responsibilities:

Business Names:

  • Prepare and file both state and local elective and forced
  • DBAs, business certificates, fictitious names, when required
  • Prepare and manage publishing and recording requirements, if any
  • Monitor renewal dates
  • Prepare and file timely renewals
  • Prepare and file terminations

Formations:

  • Check name availability
  • File name reservations, if requested
  • Draft formation documents, including certificates of formation/incorporation, bylaws or operating agreements, organizational consents
  • Prepare and file SS-4; Obtain EIN
  • Prepare and file 2553 for S Election, if applicable
  • Prepare and file 83(b) election, if applicable
  • Prepare and file foreign qualifications
  • Prepare stock ledgers and certificates
  • Draft stock subscription or stockholder agreements
  • Draft and file foreign state registrations in all 50 states
  • Research if your business should register as a foreign entity
  • Coordinate signatures via DocuSign
  • Apply for state and local government accounts, such as Departments of Revenue.
  • As an affiliate of CT Corporation and National Registered Agents, we appoint and manage the registered agent services in all 50 states

Essencia LLC Formation Services

In any of the 50 states, Essencia senior paralegals will assist with the following using the most time-efficient manner.  And, we will file using the most cost-effective manner:

  • Check proposed LLC Company name to ensure its availability
  • Prepare and file Certificate of Organization or equivalent
  • Draft a single or multi-member operating agreement
  • Draft initial member or manager consents
  • Obtain Employer ID Number (EIN)
  • Coordinate signatures via DocuSign
  • Track and maintain annual filing requirements, if any
  • Prepare and file foreign registrations, if any

Using Essencia to form any type of business entity in the 50 states and DC gives you an added advantage because we are not a traditional third-party service company; Essencia is your go-to on-demand paralegal. Like all service companies, we check and reserve the requested company name, prepare and file state formation documents and obtain the EIN. However, unlike a third-party service company and much like the expert large law firm paralegals that you are accustomed to – using your forms or ours – we draft bylaws or operating agreements, organizational consents, stock subscription agreements, stock certificates, stock ledger, prepare and file IRS filings such as SS-4 and obtain EIN, prepare and file S Elections, and 83(b) filings, if applicable. We coordinate required signatures via DocuSign (always copying counsel). Essencia’s on-demand paralegal services increase your practice capacity by saving you time. And, our reasonable billable rate leaves room for mark up, making Essencia a revenue generator. If that’s not enough, our cost-effective filing methods typically save clients up to 50% of the typical large service company filing fees! In connection with entity formations and foreign registrations, Essencia senior corporate paralegals handle the following responsibilities:

Business Names:

  • Prepare and file both state and local elective and forced
  • DBAs, business certificates, fictitious names, when required
  • Prepare and manage publishing and recording requirements, if any
  • Monitor renewal dates
  • Prepare and file timely renewals
  • Prepare and file terminations

Formations:

  • Check name availability
  • File name reservations, if requested
  • Draft formation documents, including certificates of formation/incorporation, bylaws or operating agreements, organizational consents
  • Prepare and file SS-4; Obtain EIN
  • Prepare and file 2553 for S Election, if applicable
  • Prepare and file 83(b) election, if applicable
  • Prepare and file foreign qualifications
  • Prepare stock ledgers and certificates
  • Draft stock subscription or stockholder agreements
  • Draft and file foreign state registrations in all 50 states
  • Research if your business should register as a foreign entity
  • Coordinate signatures via DocuSign
  • Apply for state and local government accounts, such as Departments of Revenue.
  • As an affiliate of CT Corporation and National Registered Agents, we appoint and manage the registered agent services in all 50 states

Essencia LLC Formation Services

In any of the 50 states, Essencia senior paralegals will assist with the following using the most time-efficient manner.  And, we will file using the most cost-effective manner:

  • Check proposed LLC Company name to ensure its availability
  • Prepare and file Certificate of Organization or equivalent
  • Draft a single or multi-member operating agreement
  • Draft initial member or manager consents
  • Obtain Employer ID Number (EIN)
  • Coordinate signatures via DocuSign
  • Track and maintain annual filing requirements, if any
  • Prepare and file foreign registrations, if any

Using Essencia to form any type of business entity in the 50 states and DC gives you an added advantage because we are not a traditional third-party service company; Essencia is your go-to on-demand paralegal. Like all service companies, we check and reserve the requested company name, prepare and file state formation documents and obtain the EIN. However, unlike a third-party service company and much like the expert large law firm paralegals that you are accustomed to – using your forms or ours – we draft bylaws or operating agreements, organizational consents, stock subscription agreements, stock certificates, stock ledger, prepare and file IRS filings such as SS-4 and obtain EIN, prepare and file S Elections, and 83(b) filings, if applicable. We coordinate required signatures via DocuSign (always copying counsel). Essencia’s on-demand paralegal services increase your practice capacity by saving you time. And, our reasonable billable rate leaves room for mark up, making Essencia a revenue generator. If that’s not enough, our cost-effective filing methods typically save clients up to 50% of the typical large service company filing fees! In connection with entity formations and foreign registrations, Essencia senior corporate paralegals handle the following responsibilities:

Business Names:

  • Prepare and file both state and local elective and forced
  • DBAs, business certificates, fictitious names, when required
  • Prepare and manage publishing and recording requirements, if any
  • Monitor renewal dates
  • Prepare and file timely renewals
  • Prepare and file terminations

Formations:

  • Check name availability
  • File name reservations, if requested
  • Draft formation documents, including certificates of formation/incorporation, bylaws or operating agreements, organizational consents
  • Prepare and file SS-4; Obtain EIN
  • Prepare and file 2553 for S Election, if applicable
  • Prepare and file 83(b) election, if applicable
  • Prepare and file foreign qualifications
  • Prepare stock ledgers and certificates
  • Draft stock subscription or stockholder agreements
  • Draft and file foreign state registrations in all 50 states
  • Research if your business should register as a foreign entity
  • Coordinate signatures via DocuSign
  • Apply for state and local government accounts, such as Departments of Revenue.
  • As an affiliate of CT Corporation and National Registered Agents, we appoint and manage the registered agent services in all 50 states

Essencia LLC Formation Services

In any of the 50 states, Essencia senior paralegals will assist with the following using the most time-efficient manner.  And, we will file using the most cost-effective manner:

  • Check proposed LLC Company name to ensure its availability
  • Prepare and file Certificate of Organization or equivalent
  • Draft a single or multi-member operating agreement
  • Draft initial member or manager consents
  • Obtain Employer ID Number (EIN)
  • Coordinate signatures via DocuSign
  • Track and maintain annual filing requirements, if any
  • Prepare and file foreign registrations, if any

Using Essencia to form any type of business entity in the 50 states and DC gives you an added advantage because we are not a traditional third-party service company; Essencia is your go-to on-demand paralegal. Like all service companies, we check and reserve the requested company name, prepare and file state formation documents and obtain the EIN. However, unlike a third-party service company and much like the expert large law firm paralegals that you are accustomed to – using your forms or ours – we draft bylaws or operating agreements, organizational consents, stock subscription agreements, stock certificates, stock ledger, prepare and file IRS filings such as SS-4 and obtain EIN, prepare and file S Elections, and 83(b) filings, if applicable. We coordinate required signatures via DocuSign (always copying counsel). Essencia’s on-demand paralegal services increase your practice capacity by saving you time. And, our reasonable billable rate leaves room for mark up, making Essencia a revenue generator. If that’s not enough, our cost-effective filing methods typically save clients up to 50% of the typical large service company filing fees! In connection with entity formations and foreign registrations, Essencia senior corporate paralegals handle the following responsibilities:

Business Names:

  • Prepare and file both state and local elective and forced
  • DBAs, business certificates, fictitious names, when required
  • Prepare and manage publishing and recording requirements, if any
  • Monitor renewal dates
  • Prepare and file timely renewals
  • Prepare and file terminations

Formations:

  • Check name availability
  • File name reservations, if requested
  • Draft formation documents, including certificates of formation/incorporation, bylaws or operating agreements, organizational consents
  • Prepare and file SS-4; Obtain EIN
  • Prepare and file 2553 for S Election, if applicable
  • Prepare and file 83(b) election, if applicable
  • Prepare and file foreign qualifications
  • Prepare stock ledgers and certificates
  • Draft stock subscription or stockholder agreements
  • Draft and file foreign state registrations in all 50 states
  • Research if your business should register as a foreign entity
  • Coordinate signatures via DocuSign
  • Apply for state and local government accounts, such as Departments of Revenue.
  • As an affiliate of CT Corporation and National Registered Agents, we appoint and manage the registered agent services in all 50 states

Essencia LLC Formation Services

In any of the 50 states, Essencia senior paralegals will assist with the following using the most time-efficient manner.  And, we will file using the most cost-effective manner:

  • Check proposed LLC Company name to ensure its availability
  • Prepare and file Certificate of Organization or equivalent
  • Draft a single or multi-member operating agreement
  • Draft initial member or manager consents
  • Obtain Employer ID Number (EIN)
  • Coordinate signatures via DocuSign
  • Track and maintain annual filing requirements, if any
  • Prepare and file foreign registrations, if any

Using Essencia to form any type of business entity in the 50 states and DC gives you an added advantage because we are not a traditional third-party service company; Essencia is your go-to on-demand paralegal. Like all service companies, we check and reserve the requested company name, prepare and file state formation documents and obtain the EIN. However, unlike a third-party service company and much like the expert large law firm paralegals that you are accustomed to – using your forms or ours – we draft bylaws or operating agreements, organizational consents, stock subscription agreements, stock certificates, stock ledger, prepare and file IRS filings such as SS-4 and obtain EIN, prepare and file S Elections, and 83(b) filings, if applicable. We coordinate required signatures via DocuSign (always copying counsel). Essencia’s on-demand paralegal services increase your practice capacity by saving you time. And, our reasonable billable rate leaves room for mark up, making Essencia a revenue generator. If that’s not enough, our cost-effective filing methods typically save clients up to 50% of the typical large service company filing fees! In connection with entity formations and foreign registrations, Essencia senior corporate paralegals handle the following responsibilities:

Business Names:

  • Prepare and file both state and local elective and forced
  • DBAs, business certificates, fictitious names, when required
  • Prepare and manage publishing and recording requirements, if any
  • Monitor renewal dates
  • Prepare and file timely renewals
  • Prepare and file terminations

Formations:

  • Check name availability
  • File name reservations, if requested
  • Draft formation documents, including certificates of formation/incorporation, bylaws or operating agreements, organizational consents
  • Prepare and file SS-4; Obtain EIN
  • Prepare and file 2553 for S Election, if applicable
  • Prepare and file 83(b) election, if applicable
  • Prepare and file foreign qualifications
  • Prepare stock ledgers and certificates
  • Draft stock subscription or stockholder agreements
  • Draft and file foreign state registrations in all 50 states
  • Research if your business should register as a foreign entity
  • Coordinate signatures via DocuSign
  • Apply for state and local government accounts, such as Departments of Revenue.
  • As an affiliate of CT Corporation and National Registered Agents, we appoint and manage the registered agent services in all 50 states

Essencia LLC Formation Services

In any of the 50 states, Essencia senior paralegals will assist with the following using the most time-efficient manner.  And, we will file using the most cost-effective manner:

  • Check proposed LLC Company name to ensure its availability
  • Prepare and file Certificate of Organization or equivalent
  • Draft a single or multi-member operating agreement
  • Draft initial member or manager consents
  • Obtain Employer ID Number (EIN)
  • Coordinate signatures via DocuSign
  • Track and maintain annual filing requirements, if any
  • Prepare and file foreign registrations, if any
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Transactional Assistance

This is what we can do for you

01. Drafting Assistance

Increase your practice capacity without increasing your overhead by using Essencia senior paralegals to help draft initial agreements, stockholder, director, manager or member consents and agreement templates for your review. Essencia’s reasonable billable rates allow room for markup thereby allowing you to use Essencia as a billable resource and increasing your revenue stream. Essencia’s senior corporate paralegals can assist with drafting any of the following documents:

Helping You Draft

  • Basic or ancillary agreements or contracts
  • Stockholder or directors annual or special consents or minutes
  • Member or manager consents
  • Closing certificates, officer’s certificate, secretary’s certificate and compile exhibits
  • Operating agreements and amendments
  • Bylaws and amendments
  • Stock transfer powers and Affidavits of Loss
  • Warrants and option grants
  • Affidavits
  • State filing documents
  • Private Placement Memorandums
  • Use our templates or yours
  • Coordinate signatures via DocuSign

Increase your practice capacity without increasing your overhead by using Essencia senior paralegals to help draft initial agreements, stockholder, director, manager or member consents and agreement templates for your review. Essencia’s reasonable billable rates allow room for markup thereby allowing you to use Essencia as a billable resource and increasing your revenue stream. Essencia’s senior corporate paralegals can assist with drafting any of the following documents:

Helping You Draft

  • Basic or ancillary agreements or contracts
  • Stockholder or directors annual or special consents or minutes
  • Member or manager consents
  • Closing certificates, officer’s certificate, secretary’s certificate and compile exhibits
  • Operating agreements and amendments
  • Bylaws and amendments
  • Stock transfer powers and Affidavits of Loss
  • Warrants and option grants
  • Affidavits
  • State filing documents
  • Private Placement Memorandums
  • Use our templates or yours
  • Coordinate signatures via DocuSign

Increase your practice capacity without increasing your overhead by using Essencia senior paralegals to help draft initial agreements, stockholder, director, manager or member consents and agreement templates for your review. Essencia’s reasonable billable rates allow room for markup thereby allowing you to use Essencia as a billable resource and increasing your revenue stream. Essencia’s senior corporate paralegals can assist with drafting any of the following documents:

Helping You Draft

  • Basic or ancillary agreements or contracts
  • Stockholder or directors annual or special consents or minutes
  • Member or manager consents
  • Closing certificates, officer’s certificate, secretary’s certificate and compile exhibits
  • Operating agreements and amendments
  • Bylaws and amendments
  • Stock transfer powers and Affidavits of Loss
  • Warrants and option grants
  • Affidavits
  • State filing documents
  • Private Placement Memorandums
  • Use our templates or yours
  • Coordinate signatures via DocuSign

Increase your practice capacity without increasing your overhead by using Essencia senior paralegals to help draft initial agreements, stockholder, director, manager or member consents and agreement templates for your review. Essencia’s reasonable billable rates allow room for markup thereby allowing you to use Essencia as a billable resource and increasing your revenue stream. Essencia’s senior corporate paralegals can assist with drafting any of the following documents:

Helping You Draft

  • Basic or ancillary agreements or contracts
  • Stockholder or directors annual or special consents or minutes
  • Member or manager consents
  • Closing certificates, officer’s certificate, secretary’s certificate and compile exhibits
  • Operating agreements and amendments
  • Bylaws and amendments
  • Stock transfer powers and Affidavits of Loss
  • Warrants and option grants
  • Affidavits
  • State filing documents
  • Private Placement Memorandums
  • Use our templates or yours
  • Coordinate signatures via DocuSign

Increase your practice capacity without increasing your overhead by using Essencia senior paralegals to help draft initial agreements, stockholder, director, manager or member consents and agreement templates for your review. Essencia’s reasonable billable rates allow room for markup thereby allowing you to use Essencia as a billable resource and increasing your revenue stream. Essencia’s senior corporate paralegals can assist with drafting any of the following documents:

Helping You Draft

  • Basic or ancillary agreements or contracts
  • Stockholder or directors annual or special consents or minutes
  • Member or manager consents
  • Closing certificates, officer’s certificate, secretary’s certificate and compile exhibits
  • Operating agreements and amendments
  • Bylaws and amendments
  • Stock transfer powers and Affidavits of Loss
  • Warrants and option grants
  • Affidavits
  • State filing documents
  • Private Placement Memorandums
  • Use our templates or yours
  • Coordinate signatures via DocuSign

Increase your practice capacity without increasing your overhead by using Essencia senior paralegals to help draft initial agreements, stockholder, director, manager or member consents and agreement templates for your review. Essencia’s reasonable billable rates allow room for markup thereby allowing you to use Essencia as a billable resource and increasing your revenue stream. Essencia’s senior corporate paralegals can assist with drafting any of the following documents:

Helping You Draft

  • Basic or ancillary agreements or contracts
  • Stockholder or directors annual or special consents or minutes
  • Member or manager consents
  • Closing certificates, officer’s certificate, secretary’s certificate and compile exhibits
  • Operating agreements and amendments
  • Bylaws and amendments
  • Stock transfer powers and Affidavits of Loss
  • Warrants and option grants
  • Affidavits
  • State filing documents
  • Private Placement Memorandums
  • Use our templates or yours
  • Coordinate signatures via DocuSign

Increase your practice capacity without increasing your overhead by using Essencia senior paralegals to help draft initial agreements, stockholder, director, manager or member consents and agreement templates for your review. Essencia’s reasonable billable rates allow room for markup thereby allowing you to use Essencia as a billable resource and increasing your revenue stream. Essencia’s senior corporate paralegals can assist with drafting any of the following documents:

Helping You Draft

  • Basic or ancillary agreements or contracts
  • Stockholder or directors annual or special consents or minutes
  • Member or manager consents
  • Closing certificates, officer’s certificate, secretary’s certificate and compile exhibits
  • Operating agreements and amendments
  • Bylaws and amendments
  • Stock transfer powers and Affidavits of Loss
  • Warrants and option grants
  • Affidavits
  • State filing documents
  • Private Placement Memorandums
  • Use our templates or yours
  • Coordinate signatures via DocuSign

Increase your practice capacity without increasing your overhead by using Essencia senior paralegals to help draft initial agreements, stockholder, director, manager or member consents and agreement templates for your review. Essencia’s reasonable billable rates allow room for markup thereby allowing you to use Essencia as a billable resource and increasing your revenue stream. Essencia’s senior corporate paralegals can assist with drafting any of the following documents:

Helping You Draft

  • Basic or ancillary agreements or contracts
  • Stockholder or directors annual or special consents or minutes
  • Member or manager consents
  • Closing certificates, officer’s certificate, secretary’s certificate and compile exhibits
  • Operating agreements and amendments
  • Bylaws and amendments
  • Stock transfer powers and Affidavits of Loss
  • Warrants and option grants
  • Affidavits
  • State filing documents
  • Private Placement Memorandums
  • Use our templates or yours
  • Coordinate signatures via DocuSign

Increase your practice capacity without increasing your overhead by using Essencia senior paralegals to help draft initial agreements, stockholder, director, manager or member consents and agreement templates for your review. Essencia’s reasonable billable rates allow room for markup thereby allowing you to use Essencia as a billable resource and increasing your revenue stream. Essencia’s senior corporate paralegals can assist with drafting any of the following documents:

Helping You Draft

  • Basic or ancillary agreements or contracts
  • Stockholder or directors annual or special consents or minutes
  • Member or manager consents
  • Closing certificates, officer’s certificate, secretary’s certificate and compile exhibits
  • Operating agreements and amendments
  • Bylaws and amendments
  • Stock transfer powers and Affidavits of Loss
  • Warrants and option grants
  • Affidavits
  • State filing documents
  • Private Placement Memorandums
  • Use our templates or yours
  • Coordinate signatures via DocuSign

Increase your practice capacity without increasing your overhead by using Essencia senior paralegals to help draft initial agreements, stockholder, director, manager or member consents and agreement templates for your review. Essencia’s reasonable billable rates allow room for markup thereby allowing you to use Essencia as a billable resource and increasing your revenue stream. Essencia’s senior corporate paralegals can assist with drafting any of the following documents:

Helping You Draft

  • Basic or ancillary agreements or contracts
  • Stockholder or directors annual or special consents or minutes
  • Member or manager consents
  • Closing certificates, officer’s certificate, secretary’s certificate and compile exhibits
  • Operating agreements and amendments
  • Bylaws and amendments
  • Stock transfer powers and Affidavits of Loss
  • Warrants and option grants
  • Affidavits
  • State filing documents
  • Private Placement Memorandums
  • Use our templates or yours
  • Coordinate signatures via DocuSign
Get in touch

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These are just a few examples of the clients and businesses that can leverage our services. Regardless of the industry or transaction type, our tailored solutions and expertise ensure that businesses of all sizes receive comprehensive support during complex transactions, due diligence processes, and Cap Table management.