PRACTICES | Balocca Law

The Balocca Law Business Advisory System

Our team covers all the bases.

Balocca Law specializes in corporate law including company formation, mergers & acquisitions, and general commercial transactions. Whether you are starting a new venture, perfecting corporate formalities, or seeking strategic growth, you can rely on our team to provide competent and consistent legal counsel. Be "Secure in the Knowledge" with Balocca Law.

Focusing on Corporate Law in the following areas:

Fields of Expertise:

Corporate Governance

Cap Table Management

Stock Purchase Agreements

Asset Purchase Agreements

Data Privacy & Cybersecurity

Intellectual Property (TM/CR)

Company Formation (Corp/LLC)

Corporate Clean-up

Executive Compensation

Manufacturing/Distribution

Freight Forwarding/Logistics

Biotech/Medtech

Retail/E-Commerce

Restaurant/Food

Professional Services (Tax/Law/Medical)

Branding/Content Development

Entertainment/Production

M&A Deal Counsel

As deal counsel we assist clients from start to finish with negotiation and structure of the transaction, drafting of principal and ancillary documents, and assistance with disclosure requirements.

Company Formation

Our team can guide you through the formation of c and s corporations, nonprofit organizations, and professional corporations such as medical, legal, veterinary, architectural or accounting.

Corporate Counsel

Our lawyers have the legal expertise and practical knowledge to act as your outside chief legal officer guiding you through the macro and/or micro issues that arise in day-to-day operation.

Intellectual Property

Do you have a business brand? Drafted a source code? Written a script? We can help protect your valuable intellectual property with federal and/or state trademark or copyright registration.

Corporate Formation

At Balocca Law we understand the importance of controlling the expenses in your business. That is why all our entity formations are done on a flat fee basis.

For C or S Corporations we include the following:

Unlimited communication regarding the formation between your attorney and yourself, as well as any of your advisors.
Perform "name availability" check and "name reservation," as applicable.
Filing Articles of Incorporation, as well as the initial Statement of Information.
All Secretary of State filings fees.
Bespoke Bylaws drafted to your specifications.
All organizational corporate formalities (incorporator's statement, organizational meeting of the board and shareholders, and issuance of stock to founders).
3-years of template annual meeting minutes or fillable unanimous written consents, as applicable.
Obtaining your Employer Identification Number from the IRS for banking and tax purposes.
Filing "S" Election Form with IRS, as applicable.
Beautiful personalized corporate kit for the maintenance of your important documents, includes physical stock certificates, ledger, and corporate seal.
Notice Filing with the California Department of Financial Protection and Innovation.
Counsel on California Franchise Tax Board filing requirements.
3-years of monitoring FTB/Secretary of State good standing of your entity.

LLC Formation

Limited Liability Companies (LLC) are increasingly popular business entities because they offer substantial flexibility, as well as combine the liability protection of a corporation with the tax treatment of a partnership. LLC Members also enjoy pass-through taxation (unless an alternate tax classification is elected) and thereby avoid the double taxation of the corporate form.

For LLCs we include the following:

Unlimited communication regarding the formation between your attorney and yourself, as well as any of your advisors.
Perform "name availability" check and "name reservation," as applicable.
Filing Articles of Organization, as well as the initial Statement of Information.
All Secretary of State filings fees.
Bespoke Operating Agreement drafted to your specifications, including transfer restrictions and buy-sell rights.
Counsel on Member Contributions and Distributions.
Obtaining your Employer Identification Number from the IRS for banking and tax purposes.
Beautiful personalized LLC kit for the maintenance of your important documents, includes membership ledger, LLC minutes book (optional but recommended) and an LLC seal.
Counsel on California Franchise Tax Board filing requirements.
3-years of monitoring FTB/Secretary of State good standing of your entity.

Corporate Counsel Services

Every business owners should take time to review and perfect their corporate records, contracts, and procedures. Failing to clean up the internal aspects of a corporation can have serious legal and financial consequences. At Balocca Law we walk clients through our “Corporate Cleanup Checklist," to ensure they are legally compliant and adopting the best practices in their industry. We assist clients with all the following and more:

Corporate books and records.
Reports and state/federal filing requirements.
Regulatory compliance.
Entity selection and tax classifications.
Business Succession Planning.
Employee Manuals.
Company Policies.
Executive Compensation.
Trademarks & Copyrights.
Licensing and permits.
Drafting Bylaws / Operating Agreements.
Drafting Shareholder Agreements.
Assisting with IRS/FTB Revival.
Amending Articles.
Amending Operating Agreements.
Filing Statements of Information.
Equity Incentive Plans & more.

M&A Deal Counsel

We are working harder than ever to create value and provide clients the tools they need to grow. In spite of the volatility, there are still excellent opportunities in M&A for the creative deal makers. As deal counsel, our attorneys get to know founders and executives at a more intimate level and understand the innovations that can be integrated into a deal. This understanding is at the core of deals we do. If you need consistent and competent legal counsel to guide you through a deal in today’s market, please contact Balocca Law and become “Secure in the Knowledge.”

Letter of Intent.
Mergers, including tax-free reorganizations.
Asset Sales and Purchases,
Stock Sales and Purchases.
Referrals to top business brokers, valuation experts, and investment bankers as necessary
Drafting Ancillary Agreements including Assignment and Assumption and Bill of Sale
Negotiation terms including purchase price, earnouts, and seller financing.
Corporate Governance including drafting of Board and Shareholder Resolutions.