Stop Guessing. Start Reviewing.

1. The Decision Matrix

A visual decision tool that maps your deal structure to the operating agreement provisions you need. Answer a few questions about your capital stack and see what should be in your agreement.

• Safe Harbor vs. Target Capital allocation selection
• Nonrecourse debt allocation requirements
• Minimum gain and chargeback triggers
• Preferred return classification
• Carried interest safe harbor
• Cost segregation timing considerations
• S-Corp warning signs

2. Top 10 Red Flags

A one-page checklist of the most common and costly issues we find in operating agreements. Quick to read, easy to apply. If your agreement has any of these, you need to take action.

3. Recorded Walkthrough

A 30-minute video explaining how to use the matrix, what to look for in your operating agreement, and how everything fits together. Watch it once, reference the tools forever.