Mergers and Conversions

In addition to our transaction assistance, for mergers and conversions, Virtual Paralegal Services provides:

  • State research for each constituent business entity regarding statutes and procedures for merging and/or converting business entities.
  • Draft:
    • Stockholder and director consents as required by statutes.
    • Certificates or articles of conversion and/or merger as required by each state.
  • Confirm that all state requirements (i.e. good standing) are met prior to filing conversion or merger to ensure smooth filing.
  • Research requirements for filing in relevant foreign states (i.e. withdrawals or qualifications).
  • Prepare documents to be filed in foreign states.
  • Obtain required supporting documents from the domestic states (i.e. certificate of merger; good standing).
  • IRS notification of conversion or merger so that the preferred tax identification number remains valid.
  • Coordinate signatures.
  • File articles or certificates with each state.
  • Prepare a complete packet for your files including a PDF copy to share with your client.