LLC vs. S-Corp basics
How entity choice changes taxes, paperwork and personal liability exposure.
Advisory for owner-led businesses
Clear guidance before the decision, not after it.
North & Hale helps founders and family businesses structure entities, agreements and succession plans with language they can actually read.
4
Advisory pillars covered in this demonstration
24 hr
Target intake review window
Flat
Defined-scope pricing where the work allows
Step 1
Select an advisory area
Content and intake adapt to the matter you select.
Business formation
Entity selection, founder terms and clean starting documents.
Contracts & review
Plain-language agreements with risk allocated on purpose.
Estate planning
Succession and continuity structures for owner-led firms.
Employment advisory
Classification, handbooks and day-to-day people questions.
Insights
Business formation explained
Short educational briefs written for owners, not for other advisors.
Operating agreements that hold up
The five clauses partners regret leaving out later.
General educational information only — not advice for a specific situation.
Concept visual · conference room
Approach
Principles the work runs on
Trust is built through process, not adjectives. These are the commitments behind every engagement.
Confidential by default
Intake details stay with the assigned advisory team.
Scope in writing
You approve the scope and fee basis before work begins.
Options, then a recommendation
Trade-offs are laid out before a path is chosen.
No pressure
Consultations end with a plan, not a closing script.
Team
A small desk, deliberately
Engagements are staffed by the advisor you meet, supported by a shared research desk.
A. North
Founding advisor · Business structure
M. Hale
Advisor · Contracts and commercial terms
Research desk
Drafting, conflicts review and follow-up
Fictional team profiles for this concept demonstration. No licenses or credentials are claimed.
Step 2
Consultation intake
Share the outline of your matter. The desk reviews conflicts before scheduling.
What follow-up looks like
Minute 1
Intake confirmation with your matter summary
Hour 1
The advisory desk reviews conflicts and routes the file
Day 1
Consultation scheduled with the right advisor
Day 4
Follow-up if no appointment has been booked
Day 14
Educational brief on your practice area
Demo visualization. No messages are sent.
Concept demo activityNew consultation scheduled — Scheduled
Questions
Working with the desk
What happens after I submit an intake?
The advisory desk reviews the summary for conflicts, routes it to the right advisor and schedules a consultation window.
Is my information confidential?
Intake details are handled as confidential business information and shared only with the advisors assigned to the matter.
How is work priced?
Defined-scope engagements are quoted as flat fees where possible, with hourly advisory used for open-ended work.
Do you work with early-stage companies?
Yes. Formation, founder agreements and first contracts are common starting points.
Bring the decision. We will map the options.
This was a demo
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