Firm Library

Whether you’ve just conceived the idea for a new app, product, or service, or whether you’ve been operating for years, dealing with the legalities and technicalities of starting and operating a start-up or small business can sap the creative energy of even the most resilient. To that end, I have compiled the below library consisting of topics of interest for small business owners and start-up founders.

As you might expect, my explanations on these topics are general and should not be construed as legal advice. Therefore, if you have specific questions or concerns, I encourage you to use the buttons below to email me at or click here to set up a free meeting.

  1. What legal structure (e.g., LLC, corporation) should I use for my new business?
  2. What are the tax issues to consider when starting a new business?
  3. What are the pros and cons of using an S corporation for a start-up?
  4. What are the most common practical mistakes founders make?
  5. What are the issues to consider when seeking foreign investors for my start-up?
  6. What are the employment law issues founders face, and should I classify people as contractors?
  7. What are the common issues founders experience in raising money for their start-up?
  8. How do I negotiate a contract for my start-up or small business?
  9. How (and where) do I file to start my new business?
  10. Does my start-up need an attorney? What other professionals should I hire?
  11. Do I need an EIN number when starting a new business?
  12. What are the most common legal mistakes start-up founders make?

When starting or operating a business, timing is critical; therefore, if you need assistance with your business venture, it is important that you retain the services of a competent attorney and CPA as soon as possible.

Should you choose to contact me, we will begin with a free, no obligation fifteen minute meeting—via phone or face-to-face—to discuss your situation. Then, should you choose to retain my services, I will prepare and deliver to you for your approval a formal representation agreement by DocuSign.

Unless and until I receive the signed representation agreement returned by you, my firm will not have accepted any responsibility for your legal needs and will perform no work on your behalf. Please contact me today to get started.

Meet Chad

/Southwest Florida Attorney and CPA

I am an attorney and Certified Public Accountant serving Florida and Texas.

Previously, I served in operations and finance with the world’s largest accounting firm (PricewaterhouseCoopers), airline (American Airlines), and bank (JPMorgan Chase & Co.). I have also created and advised a variety of start-up ventures.

I am a member of The Florida Bar and the State Bar of Texas, and I hold active CPA licensure in Florida and Texas and undergraduate and graduate degrees in accounting and taxation from Southern Methodist University in Dallas.

My practice emphasizes, but is not limited to, the law as it intersects small businesses and their owners. I also assist clients with insurance claims, estate planning, and other legal matters on an ad hoc basis. I live and work in Naples, Florida.

If I can be of assistance, please email me at or click here to set up a free meeting.

Important Notices and Disclaimers:

This website and the material provided here is for informational purposes only, and does not constitute tax, accounting, or legal advice. No person should rely on, or act, or refrain from acting on the basis of any matter or information contained in this website without seeking appropriate legal or other professional advice.

The transmission of information from this website is not intended to create, and its receipt does not establish, an accountant-client, attorney-client, or any other fiduciary relationship. Nor do any interactions or communications we may share via social media, email, or other media create such a relationship in the absence of an executed representation agreement. Except for existing clients, any unsolicited materials transmitted to me using the contact information above should not be considered privileged or confidential, and I accept no responsibility for the security or privacy of information you transmit to me via social media, email, or some other mechanism except as required by law.