Entity Restructuring Consultation · $2,200 one-time
Change Your Structure
With the Full Picture in Hand
A focused, one-time engagement that maps your current entity setup, models what a change would actually mean financially, and delivers a written recommendation you can act on — or sit with until the timing is right.
What This Delivers
A decision you can make with confidence — not a guess
When the question of restructuring comes up, it usually arrives alongside a specific event — revenue hitting a new threshold, a tax situation that feels heavier than it should, or a business partner entering the picture. The structure you started with may simply no longer fit where the business is.
This consultation gives you a structured analysis of what you have, what the alternatives look like financially, and what the process of changing would actually involve. The deliverable is a written recommendation letter and an implementation roadmap — something you keep, review, and use when you're ready to move forward.
The goal isn't to push you toward a particular outcome. It's to make sure that whatever you decide, you're deciding with an accurate picture of the implications.
Current Structure Review
A clear-eyed look at what your current entity type means for taxes, liability, and operational flexibility.
Alternative Modelling
Financial modelling of two or more alternative structures, showing the practical differences in each scenario.
Written Recommendation
A recommendation letter with our assessment, the reasoning behind it, and any qualifications worth noting.
Implementation Roadmap
Step-by-step outline of what the transition involves — timeline, parties to engage, and order of operations.
The Challenge
Structural decisions are easy to delay — and costly to get wrong
01
The question keeps coming back
For many business owners, restructuring is something they've been meaning to look into for years. It feels complicated, so it gets deferred. Meanwhile the tax implications and liability exposure quietly compound.
02
Generalist advice only goes so far
Most accountants and attorneys can describe the options in general terms. What's harder to get is a modelled comparison of what each option actually means for your specific revenue, expenses, and ownership situation.
03
Timing adds pressure
Restructuring often needs to happen before a particular tax year closes, before a new partner comes in, or before a financing arrangement is finalized. Decisions made in a hurry, without the right analysis, tend to create more complexity — not less.
How We Approach It
A methodical analysis — not a generic checklist
Every business arrives at the restructuring question from a different place. A sole proprietor with growing revenue has different concerns than a two-person partnership considering an S-corp election. We build the analysis around your actual situation — the current entity, current revenue structure, ownership arrangement, and where you're headed.
We cover the common transitions: sole proprietorship to LLC, single-member LLC to S-corporation, general partnership to LP or LLC, and similar paths. Each analysis includes the financial modelling that makes the comparison meaningful — not just a description of what the structures are, but what they would mean in practice for you.
Everything is documented in writing. You receive a recommendation letter and a practical implementation roadmap that you can take to your attorney and tax preparer when you're ready to act.
Current Entity Analysis
Review of your existing legal and tax structure — what it provides, what it costs, and where it creates friction relative to your current business size and activity.
Alternative Structure Modelling
Financial comparison of two or more alternative structures, modelled against your actual numbers — so the differences are visible in real terms, not just conceptual ones.
Recommendation Letter
Written assessment of which path aligns best with your situation, with the reasoning explained clearly and any relevant caveats noted.
Implementation Roadmap
Practical outline of the steps involved, who needs to be engaged, and a reasonable sequence for making the transition without disrupting ongoing operations.
What Working Together Looks Like
A defined engagement with a clear beginning and end
Week 1
Introductory conversation to confirm scope. We collect your current entity documents, recent tax filings, and a summary of your revenue and ownership structure.
Week 2
We build the analysis. Current structure reviewed, alternative scenarios modelled, and the financial implications documented in detail.
Week 3
We draft the recommendation letter and implementation roadmap. You receive both documents by the end of the week for review.
Delivery Call
A scheduled call to walk through the findings, answer questions about the recommendation, and discuss timing considerations. The engagement concludes here.
The Investment
A one-time engagement with a defined scope and deliverable
$2,200
one-time flat fee
This is a fixed-scope, fixed-fee engagement. There are no hourly overages or scope creep — the analysis, recommendation letter, implementation roadmap, and delivery call are all included at the stated fee.
Payment is due upon engagement confirmation. If the initial conversation reveals that restructuring isn't the right move for your business right now, we'll say so directly — before any work begins.
What's Included
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Current entity structure review and documentation
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Financial modelling of two or more alternative structures
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Written recommendation letter with supporting rationale
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Step-by-step implementation roadmap
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Delivery call to review findings and answer questions
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Written documents delivered as PDFs — yours to keep and share
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Typical turnaround: two to three weeks from engagement start
Our Methodology
How we build the analysis
Data-first
Your numbers, not averages
Generic comparisons of LLC vs S-corp structures are widely available. What's harder to find is a model built from your specific revenue, expense patterns, distributions, and ownership structure. That's where the analysis starts.
Forward-looking
Where the business is going
The right structure for where you are today may not be the right structure for where you'll be in three years. We factor in growth trajectory, anticipated distributions, and any material changes on the horizon when we model the alternatives.
Practical
A path you can actually follow
The recommendation only has value if it leads somewhere. The implementation roadmap is written to be actionable — sequenced steps with a realistic timeline that fits how these transitions actually work in practice.
How We Stand Behind This
Straightforward expectations from the start
We begin with a no-cost introductory conversation. If your situation doesn't warrant a restructuring review — or if the timing isn't right — we'll tell you that directly, before any fee is involved.
The engagement scope is agreed in writing before work begins. You know exactly what you're receiving and when. If something changes during the process that affects the scope, we discuss it before proceeding — no surprises on either side.
The analysis is prepared with care and reviewed before it reaches you. If you have questions after the delivery call, we'll address them — the goal is that you leave this engagement with clarity, not more uncertainty.
Introductory conversation at no charge — before any commitment
Flat fee — no hourly overages or surprise additions
Scope confirmed in writing before work begins
Post-delivery questions addressed at no additional cost
Getting Started
From first message to written recommendation
01
Send a Message
Use the contact form on the home page. Briefly describe your current structure and what's prompting you to look at a change.
02
Introductory Call
A short conversation to confirm the engagement fits your situation and to agree on scope. No fee at this stage.
03
Document Collection
We'll ask for your current entity documents and recent financials. Most of what we need is already in your files — we keep the process straightforward.
04
Analysis and Delivery
Two to three weeks later, you receive your recommendation letter, implementation roadmap, and a delivery call to review everything together.
Other Services
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A rolling 12-month cash flow model updated quarterly, with a narrative summary covering key assumptions, anticipated liquidity patterns, and scenarios worth planning for.
Learn about this service →Ready to Begin?
A structured analysis — ready in two to three weeks
If you've been sitting with the restructuring question for a while, this is a practical way to get a clear answer. Send a brief message and we'll set up an introductory call to make sure it's the right fit before anything else.
Reach Out Below