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ELEVO Advisors

Services

Legal & Business Advisory Services

Documents, templates, guidance, reviews and advisory work across startup, growth, transition planning, transactions, and enterprise risk and intelligence. Start with the practice area that matches what you are working on. The complete inventory of thirty-nine services follows.

A team meeting around a boardroom table with laptops

Four practice areas

Start with what you are working on

Each area is a link. Jump to it, read what it covers, then tell us what is on your desk.

Outside General Counsel

You need a general counsel’s judgment on a weekly basis, not a full-time salary.

M&A and Capital Transactions

You are raising capital, buying a company, taking on investors or selling.

Value Acceleration and Exit Planning

You want the business to be worth more in three years, whether or not you sell it.

Enterprise Risk and Intelligence

You operate across the US-Mexico border, or plan to, and need to see risk before it reaches you.

Strategic Counsel

Outside General Counsel

You need a general counsel’s judgment on a weekly basis, not a full-time salary.

Proactive legal support built into how you grow, not called in only when something goes wrong. A seasoned attorney who learns your business, sits in your meetings when it matters and handles the legal side of running a company.

  • Formation and structure
  • Contracts and transactions
  • Risk and compliance
  • Employment, IP and commercial agreements
  • Board, shareholder and governance matters
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An empty boardroom with floor-to-ceiling windows

M&A and Capital

M&A and Capital Transactions

You are raising capital, buying a company, taking on investors or selling.

Legal structuring and execution for mergers, acquisitions, investments and capital raises, from the first term sheet through closing and integration. Handled by people who have raised capital and closed deals as owners, not only as counsel.

  • Term sheets and letters of intent
  • Due diligence and documentation
  • SAFE agreements, convertible notes and equity rounds
  • Shareholder and board resolutions
  • Post-merger integration support
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A city skyline at sunrise

Value Acceleration

Value Acceleration and Exit Planning

You want the business to be worth more in three years, whether or not you sell it.

Advisory work on the decisions that increase the value of a company today and prepare it for a strong transition later. The steps that make a business ready for a good sale are the same steps that make it a better business now.

  • Strategy and growth planning
  • Finance and investment readiness
  • Operating model and organizational capability
  • Succession and exit planning
  • Transaction preparedness
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A person walking up a long staircase

Enterprise Risk

Enterprise Risk and Intelligence

You operate across the US-Mexico border, or plan to, and need to see risk before it reaches you.

Compliance, market intelligence and on-the-ground capability for companies doing business in Mexico and Latin America. From regulatory exposure in cross-border transactions to establishing an operation with the right partners, people and protections.

  • Cross-border compliance and regulatory issues
  • Supply chain sourcing, vetting and security
  • Site selection, incentives and market entry
  • Government relations and market insights
  • Joint venture and development partners
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The Metropolitan Cathedral on the Zócalo in Mexico City

Service inventory

Everything we list, in the five groups we list it

Thirty-nine entries across five groups. Each one says whether it is a document, a template, guidance, a review or an advisory topic, with conditions noted where they apply. Scroll: the groups stack as you go.

8 entriesGroup 1 of 5
Corporate Governance and Structure

Startup Essentials

This group brings together formation and governance documents, filing guidance, a compliance calendar and a non-disclosure agreement. The registered-agent listing is conditional, as noted below.

  • Articles of Incorporation or Organization (for LLCs)
  • Operating Agreement (LLC) or Corporate Bylaws
  • Business License Application Guidance
  • Registered Agent Service (if applicable)
  • Fictitious Business Name (DBA) Filing
  • Initial Resolutions (Board and Shareholder)
  • Compliance Calendar for Key Filings
  • Basic Non-Disclosure Agreement (NDA)
Ask about this group
Startup Essentials
8 entriesGroup 2 of 5
People and Operations Strategy

Growth Navigation

This group covers people and operational documentation, from employment and contractor agreements to ownership records, website policies and onboarding or offboarding documents.

  • Employment Contracts and Offer Letters
  • Independent Contractor Agreements
  • Non-Compete Agreements
  • Employee Handbook Template
  • Stock Certificates or LLC Membership Certificates
  • Shareholder or Member Agreements
  • Privacy Policy and Terms of Use (for websites)
  • Employee Onboarding/Offboarding Documentation
Ask about this group
Growth Navigation
8 entriesGroup 3 of 5
Finance and Investment Strategy

Transition Planning

The items listed here address continuity, confidentiality, intellectual property, contracts, data privacy, cybersecurity and risk mitigation. They include agreements, policies, templates, review and consultation.

  • Business Continuity Plans
  • Non-Disclosure and Confidentiality Agreements (NDAs)
  • Intellectual Property Assignment Agreements
  • Legal Review of Contracts
  • Risk Management and Dispute Resolution Policies
  • Data Privacy and Cybersecurity Compliance Templates
  • Service Level Agreements (SLA)
  • Legal Consultation on Risk Mitigation (e.g., IP, cybersecurity)
Ask about this group
Transition Planning
7 entriesGroup 4 of 5
Transaction Preparedness & Succession/Exit Planning

Transaction Advisory

This group brings together transaction preparation and integration items: templates, financing instruments, due diligence documentation, corporate resolutions and legal review.

  • Term Sheets and Letters of Intent (LOI) Templates
  • SAFE Agreements and Convertible Notes
  • Due Diligence Checklist and Documentation
  • Shareholder and Board Resolutions for M&A
  • Legal Review of Transactional Documents
  • Post-Merger Integration Plan Templates
  • Investor Integration Management
Ask about this group
Transaction Advisory
8 entriesGroup 5 of 5
Cross-Border Market Advisory

Enterprise Risk and Intelligence

This group covers cross-border business topics, including logistics, sourcing, site selection, marketing, human resources, technology, market insights and development partners.

  • Distribution, Logistics and Warehousing
  • Supply Chain Sourcing and Vetting
  • Site Selection and Incentives
  • Marketing and Business Development
  • Human Resources and Compliance
  • Technology Management
  • Market Insights, Due Diligence and Government Relations
  • Joint Venture and Development Partners
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Enterprise Risk and Intelligence

Questions

Questions about the services

What areas do the services cover?

Five groups: Startup Essentials, Growth Navigation, Transition Planning, Transaction Advisory, and Enterprise Risk and Intelligence. They sit under the four practice areas: Outside General Counsel, M&A and Capital Transactions, Value Acceleration and Exit Planning, and Enterprise Risk and Intelligence.

Are these templates, or do you draft and review for us?

Both, depending on the entry. Some are templates, such as the Employee Handbook Template; some are reviews, such as Legal Review of Contracts; and some are guidance, such as Business License Application Guidance. Tell us what you are working on and we will say which form fits.

Is registered-agent service included in every engagement?

No. Registered Agent Service is listed as applicable only in some cases. Whether it applies to you, and who provides it in your state, is confirmed when we scope the engagement.

How are engagements priced?

Not by the hour. Work is set up on a monthly or project basis, agreed in advance, so the time goes where it is useful rather than where it is billable.

Ask about scope, who provides it and whether it applies to you.

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