Business Structure & Asset Protection Bundle

 

For owners who want to be fundable, protected, and ready to grow.
Build the right legal + financial foundation to protect what you’re building.

 

What’s included

  • Entity playbook: LLC vs. holding company vs. operating company (pros/cons)

  • Operating agreement essentials: control, distributions, buy-sell basics

  • Banking + compliance setup: EIN, business bank accounts, record-keeping

  • Risk shields: contracts, PG awareness, vendor term sheets, UCC basics

  • Lender-readiness pack: what SBA/CDFIs want to see (docs + checklist)

  • Optional 1-on-1 structure review (scenario walkthrough)

 

Perfect for: owners formalizing growth, anyone planning acquisitions, and operators who want liability separation between personal + business assets.

Payment Terms

To reserve your consultation spot and begin service:

A deposit is required upfront (typically 30–50% depending on the service).
The remaining balance is due upon completion of the service or delivery of final documents.
Payment plans may be available for select clients or packages. 

 

Final cost may vary depending on the simplicity or complexity of your current business structure, financial situation, or level of customization required. You’ll always know the exact total before we begin — no surprise fees.

Note: Consulting services, entity structuring guidance, or credit-related processes are educational in nature. Equity Duke does not offer legal or financial advice — clients are encouraged to consult licensed professionals for legal or tax-related execution.