Rooted in Integrity - Dedicated to Service
Services
I focus on you, your business, and your goals.
Contract Profitability Analysis
Are your contracts protecting your profit—or quietly chipping away at it?
A contract can look fine and still leave money on the table, slow down payments, squeeze your margins, or expose your business to risks you didn’t intend to take on.
The Contract Profitability Analysis Package helps you spot those pressure points and decide what to address first.
What we’ll look for:
We’ll review up to two agreements, along with related documents (such as exhibits and amendments) you provide, and focus on practical issues that may affect your business, including:
- Payment terms that delay cash or make it harder to get paid
- Work, added services, or scope changes you may not be getting paid for
- Unclear deliverables, acceptance terms, or change-order processes
- Renewal terms that could lock you into a deal you no longer want
- Termination provisions that make it difficult or costly to exit
- Liability you may be taking on without realizing it
- Dispute-resolution terms that could limit your options
- Negotiation terms that may be giving away more than you need to
What you’ll receive:
- A plain-English summary of key risks, business impact, and opportunities
- A 60-minute management meeting to talk through the findings
- A customized 90-day action plan based on your goals and business
The result:
You’ll have a clearer picture of where your agreements may be impacting your revenue, margins, cash flow, or risk—and practical priorities for deciding what to change, negotiate, or address next.
Investment for the Contract Profitability Analysis - $3,500 (Your contracts may be costing you tens of thousands of dollars, so this review may pay for itself many times over.)
Ready to see where your contracts may be costing you?
Let’s schedule a 20-minute introductory conversation to learn about your business and see whether this analysis is a good fit.
Call 314-368-3741, or email underwoodbusinesslaw@gmail.com.
The fee covers the services and document limits described above. Financial, tax, accounting, insurance, and technical due diligence; negotiations with the other party; review of additional agreements; trademarks, and litigation or dispute representation are not included unless separately agreed in writing.
Business Sale Readiness & Legal Due Diligence Review
Thinking about selling someday? Wanting to maximize value while reducing delays? Get ready before a buyer comes calling.
A buyer’s review can bring questions about contracts, employees, ownership records, disputes, and other parts of your business. Getting organized in advance can help you identify issues early, prepare clear responses, and approach a potential sale with fewer last-minute surprises.
This attorney-led review focuses on legal and operational readiness. It can help you prepare for buyer diligence and support a smoother process—but no review can guarantee a sale or a particular price.
What we’ll review:
We’ll tailor the scope to your business and sale-readiness goals. Areas may include:
- Entity, ownership, and governance records
- Customer, vendor, lease, and other material contracts
- Employee and contractor agreements, policies, and key workforce records
- Intellectual property ownership and key licenses
- Existing or potential disputes, claims, and regulatory matters
- Permits, licenses, and other business approvals
- Key business records and documents a buyer may request
What you’ll receive:
- A plain-English readiness summary of key legal issues and missing or incomplete records
- A prioritized action plan to address items that may slow down or complicate a sale
- A buyer-diligence document checklist tailored to the agreed scope
- A management meeting to review findings and discuss next steps
The result:
You’ll be better prepared to respond to buyer questions, organize important records, and work with your legal, tax, accounting, and financial advisors as you consider a sale.
Investment for the Employment & Workforce Analysis - Fixed fee packages are available. The fee depends on the scope and complexity of your business. After a brief introductory conversation, we’ll determine if this analysis makes sense for your business. If so, I'll recommend a scope and provide a clear fee before any work begins.
Ready to maximize your sale price, reduce stress and start preparing before the pressure is on?
Let’s schedule a 20-minute introductory conversation to discuss your goals and determine whether a Business Sale Readiness Review makes sense for your company.
Call 314-368-3741, or email underwoodbusinesslaw@gmail.com.
The fee covers the services and document limits described in the scope of engagement. Financial, tax, accounting, insurance, and technical due diligence; negotiations with the other party; review of additional agreements; trademarks, and litigation or dispute representation are not included unless separately agreed in writing.
Employment & Workforce Analysis
Is your business set up to handle people issues consistently?
As your business grows, hiring, pay practices, policies, and employee decisions can get more complicated. A focused review can help you spot potential problem areas, prioritize what needs attention, and put more consistent practices in place—before a workplace issue becomes a major distraction.
What we’ll review:
We’ll learn about your workforce and review the documents and practices agreed upon for the engagement. Depending on your business and priorities, the review may cover:
- Employee handbook and key workplace policies
- Offer letters, employment agreements, and contractor agreements
- Hiring, onboarding, and personnel documentation
- Pay practices, timekeeping, and worker classification
- Leave, accommodations, and workplace complaint processes
- Performance management, discipline, and termination procedures
- Practices for documenting and consistently handling employee issues
What you’ll receive:
- A plain-English summary of the issues and opportunities identified
- A prioritized action plan that separates near-term items from longer-term improvements
- Recommendations for practical next steps, tailored to your business
- A 60-minute management meeting to discuss the findings and priorities
The result:
You’ll have a clearer picture of where your workforce practices may need attention and a practical plan for improving consistency and reducing avoidable risk.
Investment for the Employment & Workforce Analysis - Fixed fee packages are available. The fee depends on the scope and complexity of your business. After a brief introductory conversation, we’ll determine if this analysis makes sense for your business. If so, I'll recommend a scope and provide a clear fee before any work begins.
Ready to see whether hidden employee issues may cost you money if not addressed?
Let’s schedule a 20-minute introductory conversation to discuss your business and whether an Employment & Workforce Analysis is a good fit.
Call 314-368-3741, or email underwoodbusinesslaw@gmail.com.
The fee covers the services and document limits described above. Financial, tax, accounting, insurance, and technical due diligence; negotiations with the other party; review of additional agreements; trademarks, and litigation or dispute representation are not included unless separately agreed in writing.
Business Succession Readiness Analysis
If you stepped away from the business, would it be ready to keep moving?
Whether you plan to pass the business to a family member, transition ownership to a partner or employee, or simply make sure the company can operate without you, succession planning can raise important legal and practical questions. Getting started early gives you time to identify gaps, understand your options, and make a plan that fits your goals.
What we’ll explore:
We’ll learn about your business, your ownership structure, and what you want the future to look like. Depending on your goals and agreed scope, we may review:
Ownership, governing documents, and transfer restrictions
Buy-sell agreements and what happens if an owner retires, becomes disabled, or dies
Potential successors and the legal steps involved in transferring ownership
Decision-making authority and continuity of operations during a transition
Key contracts, licenses, and relationships that may be affected by a change in ownership or control
Estate-planning documents that may need coordination with your business plans
Key-person and management dependencies that could complicate a transition
What you’ll receive:
A plain-English summary of key issues, options, and planning gaps
A prioritized action plan based on your goals and timing
A succession-planning checklist tailored to the agreed scope
A 60-minute management meeting to discuss your findings and next steps
The result:
You’ll have a clearer picture of what could affect a future ownership transition, which decisions need attention first, and what steps can help make the business more prepared for a change in leadership or ownership.
Investment for the Employment & Workforce Analysis - Fixed fee packages are available. The fee depends on the scope and complexity of your business. After a brief introductory conversation, we’ll determine if this analysis makes sense for your business. If so, I'll recommend a scope and provide a clear fee before any work begins.
Not included unless separately engaged: Business valuation; tax, accounting, investment, or financial advice; personal estate-planning work; family or owner dispute representation; financing arrangements; and implementation or negotiation of a transfer.
Start planning while you have options
Let’s schedule a 20-minute introductory conversation to discuss your business and whether a Business Succession Readiness Analysis is a good fit.
Call 314-368-3741, or email underwoodbusinesslaw@gmail.com.
This analysis is a planning starting point, not a guarantee that a transition will occur or that it will produce a particular financial or tax outcome. Tax, financial, and estate-planning questions may require coordination with your other advisors.