Services

Jason Wiener|p.c. will help take your organization where you want to go. We have deep experience working with founders, executive teams, impact investors, venture capitalists, and Boards of Directors. We know how important your mission and values are; we will help bake purpose and values into all aspects of your organization.

Areas of expertise

Business Model Architecture and Design

Business Plan
Entrepreneurship coaching and consulting
Pre-launch, launch and growth strategic planning
Business and capital development strategy
Ownership design, prioritizing long-term
Individual and organizational exit/succession planning

Social Enterprise Entity Formation

Coop, LCA, Multi-stakeholder entities, Employee Ownership
PBC
Corporation
LLC
Limited Partnership
Non-profit corporation
Entity choice and analysis

Basic Tax

EIN
Form 1023 – IRS Tax Exemption
83(b) protective elections
S-Corp election
Sub-chapter T – “cooperative taxation”
Partnership tax work
Program Related Investments
Mission Related Investments

Equity Allocations and Equity Incentive Plans

Restricted Equity Incentive Plan documents
Equity award or purchase agreements
Vesting equity structures
Section 701 Compliance
409A valuation and qualified ISO compliance
Integration and administration of online capital management platform (e.g. esharesinc.com)
83(b) elections

Founders Agreements

Founder equity allocations
Founder vesting equity incentive compensation
Shareholder agreement
Operating agreement
Partnership agreement
Intellectual Property Assignments
Company protection agreements (non-competition, non-solicitation, non-disclosure) – with a particular emphasis on balance, teal law

Financing and Capitalization; Securities Compliance

Alternative and non-extractive financing strategies and implementation
Securities law compliance
Exempt and registered offering (Reg D, Reg CF Crowdfunding, Intra-state direct public offering, Reg A+, accredited and non-accredited investor offerings)
Equity, debt, convertible debt, warrants and revenue share instruments
Direct Public Offerings
Crowdfunding
Friends & Family
Venture Capital
Angel Investment

Employment, Consulting and Independent Contractor Agreements

Employment, consulting and independent contractor agreements

Corporate Governance

Board and shareholder resolutions
Board minutes and policies
Board development and governance best practices
Strategic planning and organizational development

Custom Transactional Support

Project agreements
Contract review and negotiation
Licensing, joint venture, memoranda of understanding
Terms of Service
Privacy Policy
B2B Agreements
B2C Agreements
Services Agreements
Renewable energy project transactions
Real estate acquisition, sale, lease agreements

Employment Compliance

Employee handbooks
Employee ownership
High performance, high engagement culture development
Financial literacy, governance and decision-making, and culture & values training and facilitation
Independent Contractors
Wage and Hour Law compliance
Equity Incentive Plans
Internship programs
Work exchange and dual employment
Trade Secret protection
Employee venture spin outs

Mergers & Acquisitions

Succession planning
Employee ownership conversions

General Outside (Virtual Inside) Counsel

On-demand, phone, virtual and in-person executive and management team advising and consultation
Risk management
Strategic planning
Litigation management
Management and coordination of local or special counsel
Board counsel where there is already corporate counsel

Cooperative Development

Feasibility Analysis
Cooperative and employee ownership conversions and recapitalization
Cooperative capital development
Business model design and architecture
Formation
Sustainable scaling
Succession planning and M&A

Training, Organizational Development, Education and Public Speaking

White label organizational development consulting and speaking
Academic guest lectures
Public and conference speaking engagements
Cooperative business model
Non-extractive and alternative finance and capital development
Employee ownership
Social entrepreneurship
Impact investing
Program related investments
Sharing economy law
Business law topics relevant to various offering areas

Industries

Shared And Employee Ownership
Farming, Agriculture, And Food Producers
Local And Impact Investing
LOHAS Brands

Craft Beer
Local And Independent Food And Beverage
Freelance And Gig Economy
Consulting And Professional Services

Technology And #platformcoops
Co-working
Transportation
Solar And Renewable Energy And Electric Utility Regulation

Approach to fees

Jason Wiener|p.c. strives to provide flexible and value-based pricing structures to clients. As entrepreneurs ourselves, we understand the unique needs of start-ups and social enterprises, which are often borne from personal passion and sometimes personal capital.

To help you budget for the cost of legal and business consulting services, we utilize the following tools and guidelines:

By utilizing a modest retainer at the outset, we are able to keep hourly rates affordable. Retainers help with cash flow, and with managing time efficiently. This translates into savings to you through competitive hourly rates and streamlined time management.
Jason Wiener|p.c. accepts check, ACH and credit card payments for both invoice balances and to fund retainers, providing flexibility and convenience for clients. Credit card payments can also be made through a secure online portal.
Flexibility is key. Some clients prefer to operate with evergreen (periodically replenished) retainers to reduce the hassle of monthly invoices. Others are managing their own cash flow, and prefer to transition from the initial retainer to monthly billing.
Fixed-fees can apply for certain types of work when possible. However, some projects work best under the age-old hourly rate structure. When work requires time-billing at our hourly rate, we work efficiently to offer superior value.

Jason Wiener|p.c. value-pricing is based on:

Maintaining lean operations and minimal overhead;
Variable hourly rates depending on the nature and complexity of the work;
Collaboration with clients. Some clients want to be deeply involved in the iterative process. This can facilitate decision-making and streamline the work. We are equally happy to work with clients who simply want to review and approve the finished product;
The firm works with legal professionals with varying levels of experience and who each bill at variable rates, depending on the work. We do our best to balance the need for experience and competence at the lowest cost.
Supervised law clerks perform some of the deep research that may not otherwise be supported by a client’s budget.
We do not charge for travel within 20-miles of Boulder, Colorado when meeting at client’s offices or premises;

Through strategic partnerships with other legal, finance and business specialists, we are able to offer the depth of service often found at much larger law firms;
We are comfortable with and offer technological solutions that enable video, conference and other virtual meeting formats. On request, we may agree to record a call or video session so you can go back or share with your internal team.
We pay for private, clean and accessible meeting space only when needed, which means we can pass along the savings from not maintaining regular meeting space; and
We provide “virtual” general counsel services by maintaining expertise in the many areas of law and regulation that impact start-up and emerging growth businesses, cooperatives, social enterprise, and hybrid forms.

Jason Wiener|p.c.’s value extends beyond legal services, and includes counsel with respect to many other strategic and critical issues.