Legal Advisory

Protect intellectual property and capitalize on legal strategies to achieve your goals.

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LEGAL OVERVIEW

Venture Plans legal advisory and consulting services enable businesses to navigate the legal landscape, protect intellectual assets, and structure legal entities. Our expertise allows us to help companies form and establish various legal entities, including LLCs, S Corporations, and SPVs, through our software's digital platform.

We specialize in securities law and technology, providing support to businesses that are seeking growth and innovation. With a focus on securities law, we efficiently guide businesses in capital raising, ensuring regulation compliance while optimizing financial growth strategies. Additionally, we assist businesses in safeguarding their intellectual property, including patents, trademarks, and copyrights, and we offer legal guidance on mergers and acquisitions, joint ventures, initial public offerings, and more.

Partnering with Venture Plans empowers businesses to proactively manage legal risks, achieve regulatory compliance, and accomplish long-term goals.

OUR LEGAL SERVICES

  • Intellectual Property
  • Trademark
  • Copyright
  • Convertible Note(s)
  • Commodity & Futures Contract
  • Private Placement Memorandum
  • Mergers & Acquisitions

Let Venture Plans be your legal advisor

Our executive-level consultants have deep expertise in legal advisory and consulting services.

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AS SEEN ON

OUR CLIENT WORDS

See how we’ve helped our clients achieve their business goals.

Venture plans is organized, efficient, and knowledgeable in the cybersecurity and data encryption sector. They helped us prepare for a 15 M capital raise.

Ajay M. - CEO. Seccom LLC

We couldn't find an experienced consulting firm in Oklahoma City at the time with the level of experience we were looking for. When we found Venture Plans, they revamped our entire software development cycles, helped us with our crowdfunding strategy, and offered new insights on our company direction.

Allan H

It is evident that Mr. Dordar and Venture Plans have great achievements on the horizon.

Frank G.

I’m an executive with global master franchising, and I have collaborated internationally with many entrepreneurs. Arleo Dordar is a critical thinker, and accomplished problem solver. He is a driven and trustworthy leader in the private and institutional sectors for financing.

Ted Van Samang - Founder, Franchisepassion

My name is Dr. C, I am a dermatologist in Mill Valley, California. I reached out to venture plans to assist me with a government project targeting a medical technology. Their consultants are very experienced in the health tech space.

Dr. C

VisionVR is the world’s first all-in-one assistive device for the visually impaired, specifically designed for watching television and improving performance on day- to-day tasks. We needed a consulting firm who had experience in the VR space. When we found venture plans they helped improve our business model and provided us with new information in the VR space that helped us remain competitive. Venture plans consultants have experience in e-commerce, Vr technology and financial due diligence.

Zack A

Very talented business analysts, helped us write a very well written tele-health business plan that helped us secure grants.

Nahid A

Excellent diverse range of consultants in multiple industries. They know their work, and provide realistic feedback.

Daniel F

Venture Plans is very experienced in capital raising services pertaining to small to mid cap organizations. They provide the corporate governance that is required for companies to grow. Working with Arleo has been a pleasure, demonstrating with ease his consultancy experience and background in a wide variety of topics including corporate finance and investor profiling. His expertise, solutions-oriented approach, and professionalism are invaluable!

Khong Z

Venture plans is very experienced in SBA financing, we had previously applied for an SBA loan and was unsuccessful. Venture plans helped us prepare carefully and assisted us developing our financials for the raise and to finally obtain financing.

Abdul Z

We have a breakthrough technological product that focuses on packaging and delivery safety. We had no idea that the right way to raise money and draw paying subscribers was by crowdfunding. Venture Plans wrote a particular digital marketing crowdfunding strategy for us that outlined a proper campaign model for us to implement, resulting in a 6-month increase of 2.5 M in combined funding and subscriptions

Bob R. - CEO Big Boring Box

We featured Arleo Dordar on the Beverly Hills House Wives on Bravo to provide direction on our business strategy and deal structure live. Arleo Dordar is experienced in the fashion and Artificial Intelligence space. Venture Plans helped prepare a comprehensive business plan, and guided me and my husband, Mauricio Umansky, on the best possible outcomes to scaling our retail fashion line with our offshore partners Shahida Clayton. Arleo integrated artificial intelligence, cognitive computing, and an eco-friendly model so we can maximize our potential in this highly competitive industry. Grant approvals in the U.S. have been highly competitive, Covid had reduced our income by 50 %, and we needed urgent assistance from an experienced team to advise and provide grant application support.

Kyle Richards, Mauricio Unmansky, and Shahida Clayton

LEGAL PROCESS

Strategic advice and solutions to successfully navigate the legal landscape.

Assess and Protect Intellectual Property
1

Assess and Protect Intellectual Property

We assess intellectual property, including patents, trademarks, copyrights, and trade secrets, to determine potential risks and protect and enforce rights. We help businesses file appropriate applications, conduct searches to identify potential infringements and develop strategies for intellectual property protection.

Establish Legal Entities
2

Establish Legal Entities

After the initial assessment, we structure and form legal entities, preparing necessary legal documents, and ensuring compliance with applicable laws and regulations. We help clients select the appropriate entity type, such as LLCs, corporations, or partnerships, based on factors like liability protection, tax considerations, and ownership structure.

Utilize Legal Strategies
3

Utilize Legal Strategies

Ongoing legal compliance refers to the continuous effort by individuals or entities to adhere to the laws, regulations, and standards relevant to their operations, even after initially establishing legal entities or starting a business.

It involves a proactive approach to maintaining adherence to legal requirements in various areas such as business operations, finance, employment, taxation, data protection, environmental regulations, and industry-specific laws. Here we implement a dedicated legal advisor to your company for ongoing compliance.

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From diagnosis and planning to implementation, we help you take bold steps for your business.