Full Service Options

Every Service Your Client Needs. Handled Behind the Scenes.

From business formation to compliance maintenance and funding readiness — we manage everything so your firm delivers exceptional client outcomes without expanding your operational footprint.

Formation & Registration

Business Formation Packages

We handle every step of the formation process — from name search to state filing — so your clients launch legally and confidently.

Basic

Start Your Business Journey

$297

  • Name Availability Search
  • Articles of Incorporation
  • Tax ID Number (EIN)
  • Free Compliance Resource
  • State Filing Fee Included

Startup

Perfect for Small Businesses

$797

  • Name Availability Search
  • Articles of Incorporation
  • Tax ID Number (EIN)
  • LLC Operating Agreement / Corporate Bylaws
  • Custom Corporate Kit + Seal
  • Company Startup Business Plan
  • Registered Agent Service — 1 Year Free
  • State Filing Fee Included
Most Popular

Professional

Complete Formation Suite

$2,197

  • Name Availability Search
  • Articles of Incorporation
  • Tax ID Number (EIN)
  • LLC Operating Agreement / Corporate Bylaws
  • Custom Corporate Kit + Seal
  • Company Startup Business Plan
  • Registered Agent Service — 1 Year Free
  • FinCEN BOI Report Filing
  • Company Branded Website Included
  • State Filing Fee Included

Our services are guaranteed — live professionals ready to assist you throughout the process.

Get Started with Formation

Mission-Driven Entities

Nonprofit Formation & Compliance

From 501(c)(3) formation to ongoing IRS and state compliance, we guide nonprofits through every regulatory requirement — so leaders can focus on their mission.

Nonprofit Formation (501(c)(3))

$3,500

We handle the full formation of your nonprofit organization, from state incorporation to IRS recognition — including a professionally built, SEO-optimized website to establish your digital presence.

  • Articles of Incorporation drafting & filing
  • EIN procurement
  • Bylaws & conflict of interest policy
  • IRS Form 1023 / 1023-EZ preparation & filing
  • State charitable registration
  • Full branded SEO website build
  • Custom corporate kit
  • Business plan writing
  • Startup business plan

IRS Form 1023 / 1023-EZ Filing

$997 – $1,997

Accurate preparation and submission of your IRS tax-exempt status application — maximizing approval odds.

  • Full 1023 or streamlined 1023-EZ preparation
  • Narrative mission & program description
  • Financial projections & budget documentation
  • IRS correspondence support
  • Status tracking through determination

Bylaws & Governance Documents

$597

Custom-drafted governance documents that satisfy IRS requirements and set your organization up for long-term compliance.

  • Custom nonprofit bylaws
  • Conflict of interest policy
  • Board roles & responsibilities
  • Meeting & voting procedures

State Charitable Registration

$297 – $997

Ensure your nonprofit is registered to solicit donations in every state where you operate or fundraise.

  • Multi-state registration research
  • Application preparation & filing
  • Annual renewal tracking
  • Exemption determination by state

Board Development & Structure

$797

We help you build a legally compliant and strategically effective board of directors from day one.

  • Board composition guidance
  • Director agreement templates
  • Fiduciary duty documentation
  • Initial board meeting minutes

Nonprofit Compliance Package

$1,197 / year

Ongoing compliance support to keep your nonprofit in good standing with the IRS and state authorities.

  • Annual IRS Form 990 preparation support
  • State report & renewal filings
  • Registered agent service
  • Charitable registration renewals
  • Compliance calendar & reminders
Discuss Nonprofit Services

Ongoing Compliance

Compliance & Maintenance Services

Keeping a business compliant is an ongoing responsibility. We manage every requirement so clients stay in good standing and protected.

Annual Report Filing

$197 / year

We file your required annual or biennial state reports on time — keeping your business in good standing.

  • State annual report preparation & filing
  • Deadline tracking & reminders
  • Confirmation of filing receipt
  • Good standing certificate on request

Registered Agent Service

$149 / year

Maintain a reliable registered agent in any state to receive legal and government correspondence.

  • Designated registered agent address
  • Same-day document forwarding
  • Compliance notifications
  • Coverage in all 50 states

FinCEN BOI Report Filing

$297

Stay compliant with the Corporate Transparency Act by filing your Beneficial Ownership Information report accurately and on time.

  • Full BOI report preparation
  • Beneficial owner identification support
  • Secure submission to FinCEN
  • Filing confirmation & records

Operating Agreement / Bylaws

$397

Custom-drafted governing documents that define ownership, management, and operating procedures for your entity.

  • Custom LLC Operating Agreement or Corporate Bylaws
  • Member/shareholder rights & responsibilities
  • Management structure definition
  • Professionally drafted & reviewed

Business License Research & Filing

$1,000 – $5,000

We identify and obtain the local, state, and federal licenses your clients need to operate legally.

  • License requirement research by jurisdiction
  • Application preparation & submission
  • Ongoing renewal tracking
  • Industry-specific permit guidance

EIN / Tax ID Procurement

$97

Obtain a Federal Employer Identification Number from the IRS for banking, payroll, and tax compliance.

  • IRS EIN application filing
  • Delivered within 1–3 business days
  • Included with formation packages
  • Valid for all entity types

Recurring Services

Compliance Oversight Plans

Maintain continuous compliance with monthly oversight plans tailored to your firm's size and complexity.

Essential

$49/month

  • Monthly compliance audits
  • Regulatory updates
  • Document templates
  • Email support
Recommended

Growth

$99/month

  • Monthly compliance audits
  • Regulatory updates
  • Document templates
  • Weekly check-ins
  • Policy development
  • Priority support

Executive

$197/month

  • Monthly compliance audits
  • Regulatory updates
  • Document templates
  • Weekly check-ins
  • Policy development
  • Dedicated compliance officer
  • Custom reporting
  • Phone support

Capital & Funding Readiness

Funding Preparation Services

We position clients for real capital — building credit profiles, preparing documentation, and connecting them to the right funding sources at the right time.

Business Credit Building

From $497

We establish and build your client's business credit profile with major bureaus — creating separation from personal credit and unlocking financing opportunities.

  • DUNS, Experian Business & Equifax Business profile setup
  • Net-30 vendor account establishment
  • Credit monitoring & reporting guidance
  • Fundability assessment & roadmap

Lender-Ready Business Plan

From $797

Designed for SBA, bank, and investor review — professional business plans that position clients for approval.

  • Executive summary & market analysis
  • Financial projections (3–5 years)
  • Revenue model & growth strategy
  • Lender-ready formatting & presentation

90-Day Funding Readiness Program

$1,497

Positioning your business for real capital approval — comprehensive preparation to qualify for business financing.

  • Full business credit profile build-out
  • Bank account & financial infrastructure setup
  • Custom business plan included
  • Lender matching & application support
  • Monthly accountability check-ins

SBA Loan Preparation

From $997

End-to-end preparation for SBA 7(a), SBA 504, and microloan programs — increasing approval odds significantly.

  • SBA eligibility assessment
  • Required documentation compilation
  • Lender referral network access
  • Application review & submission support
Discuss Funding Strategy

Non-Dilutive Funding

Grant Writing & Procurement

Grants are the most powerful form of capital — no equity lost, no repayment required. We find, write, and submit on behalf of your clients to maximize their chances of securing funding.

Grant Research & Identification

$397

We identify federal, state, local, and private grant opportunities tailored to your client's industry, location, and business stage.

  • Customized grant opportunity search
  • Federal, state & private foundation matching
  • Eligibility screening & ranking
  • Deliverable: curated grant opportunity list

Grant Proposal Writing

From $997

Professional grant proposals crafted to meet funder requirements — compelling narratives, precise budgets, and full submission-ready packages.

  • Full proposal narrative & executive summary
  • Project description & goals alignment
  • Budget justification & financial documentation
  • Submission-ready formatting per funder guidelines

MWBE / DBE Certification Support

$597

We guide minority, women, and disadvantaged business owners through the certification process that unlocks government set-aside grant and contract opportunities.

  • Certification eligibility assessment
  • Application preparation & documentation
  • MWBE, DBE, SDB & 8(a) programs
  • Follow-up & status tracking

Full Grant Management Package

$2,497

An end-to-end grant solution from research through submission — ideal for clients serious about securing non-dilutive funding.

  • Grant research & opportunity identification
  • Full proposal writing & review
  • Budget development & narrative
  • MWBE/DBE certification support
  • Post-submission follow-up & reporting
  • Resubmission support if needed
Discuss Grant Opportunities

Business Growth

Personal Brand & Business Growth Management

Lawyers need more than legal expertise—they need a strong personal brand and consistent visibility. We handle the operational side of growth: social media, email marketing, branding, and ad management so you can focus on what you do best.

One-Time Setup

Perfect for establishing your personal brand foundation

$3,000

  • Social media profile optimization & setup
  • Email marketing platform configuration
  • Brand identity development & guidelines
  • Ad account setup & initial strategy
  • SEO website building
  • Platform optimization & integration
  • Launch support & training
Recommended

Monthly Management

Ongoing growth and visibility management

$2,000/month

  • Weekly social media content & posting
  • Email campaign management & automation
  • Monthly brand consistency monitoring
  • Ad campaign management & optimization
  • Monthly authority content (blog/article support) to strengthen your firm's positioning and client education
  • Platform analytics & reporting
  • Monthly strategy adjustments

Specialized Support Services

Backend Support,
Precisely Delivered.

Strategic backend support for clients requiring specialized documentation, compliance coordination, and administrative preparation services.

Included Support Areas

  • Immigration Form & Documentation Support
  • Grant & Funding Documentation Preparation
  • Administrative Compliance Coordination
  • Business Documentation Organization

Investment Structure

Project-Based Support

One-time engagements for defined deliverables

Starting at $350+

Ongoing Coordination Support

Recurring administrative and compliance coordination

Starting at $750/month

Complex & Multi-Service Engagements

Tailored scopes for multi-layered client needs

Custom Proposal Required

Partner With Us

Ready to Refer Your First Client?

Schedule a partnership alignment call and we'll walk through exactly how the referral process works for your firm.

partners@redeemadvisorygroup.com  ·  484-640-8869  ·  Houston, TX

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Disclaimer: Redeem Advisory Group is not a law firm and does not provide legal advice. We operate as a strategic advisory and operational partner to licensed attorneys. All legal services referenced are performed by our licensed attorney partners. Results may vary.