Keep Your Business Entity Updated With Ease
Entity Maintenance Program (EMP)
Proper maintenance of an LLC or corporation for your financial services business is key if you wish to preserve your personal liability protection, ensure compliance with laws and regulations, execute strategic business decisions with ease, and reduce the potential of a partnership dispute. To simplify this process once a formal entity structure has been established, SRG provides the support you need to properly maintain your entity.
Preserve your personal liability protection.
Keep a written and organized record of all business decisions.
Keep your entity active and in good standing in your state.
Ensure your entity acts with proper authorization.
Entity Maintenance Service at a Glance
Our team will assist you with the proper maintenance of your entity and provide easy-to-use tools to implement decisions and changes and educational resources to keep you updated on any entity-related requirements.
- Formal Resolutions: The preparation of up to 10 formal resolutions per service period from our comprehensive list of standard resolutions.
- Annual Meeting Support: A meeting reminder, a list of best practices, an agenda builder, and the preparation of formal annual meeting minutes.
- Maintenance of Ownership Records: Updates to the stock/membership ledger, stock/membership certificates, and any schedules and/or exhibits listing the owners.
- Consulting: One hour of consulting time per calendar year.
- Compensation Benchmarks: Compensation research data for common owner roles.
- Company Data Sheet: A summary of the entity’s most important information.
Need more information? Download our info sheet.
The service period for an EMP engagement covers one full calendar year and renews automatically, unless it is cancelled by providing 30 days written notice prior to the end of the current calendar year.
Fill out our contact form, call us, or schedule a call.
SRG is fantastic. They worked with us and explained all our questions. They had meetings with our accountant to coordinate the setting up of the entity and S-corp. We were very happy with all of their explanations and guidance. The final binder we received was great to keep all of our information in and make sure we had everything set up correctly. (…)
— Sharon B.
I can’t say enough good things about our experience with SRG. They were wonderful to work with, always responsive, on top of us but never pushy, gave us great advice and helped us implement. We asked quite a bit from them and asked that it be done in a tight timeline and they found a way to make it work and were ALWAYS very professional and kind. (…)
— Ryan J.
The experience in setting up an entity was a good growth experience for me in investigating deeply the options that we have available with all the complexities that exist. (…) SRG was helpful in giving me the confidence that the path chosen was the right one and provided the flexibility that we will need down the road.
— Kent T.
Entity Maintenance Program (EMP) Pricing
Elite
$1,750
plus any filing fees per entity annually
E-signature & Backup Storage Vault
Entity Maintenance Program FAQs
Our entity support service helps you navigate the nuances and challenges of establishing a new entity or restructuring an existing entity to meet your short- and long-term business goals. Once the entity has been established, it should be properly maintained to keep your company organized and reduce potential risks such as personal liability exposure, compliance violations, and disputes. The EMP will help you meet such maintenance requirements.
All business owners who use a formal entity such as a limited liability company or corporation to operate their business.
Yes, resolutions provide a formal record of the decisions made by the entity’s owners and/or officers and document any key actions taken by the company.
They are essential in demonstrating compliance with legal requirements and the entity’s governance documents.
Formal resolutions provide protection in case of a dispute and evidence that the company had proper authorization to act.
The service period for this program corresponds with a full calendar year and renews automatically, unless the program is cancelled by providing 30 days written notice prior to the end of the current calendar year.
Clients who engage in the middle of the calendar year, therefore, need to determine whether they would like the service period to start as of January 1 of the current year so that they can get caught up on their maintenance requirements or as of January 1 of the following year.
Nicole Frey, CFP®, Project Manager
Gracie Jaeger, Project Administrator
Fill out our contact form, call us, or schedule a call.
Talk with Our Business Development Team to Learn More
Schedule an appointment to learn more about our entity assistance services.
