Entity Conversion & Restructuring

Convert Your California Business Entity

Complete guide to converting between LLCs, corporations, partnerships, and more. Understand the process, tax implications, and choose the right path for your business.

$150 Conversion Filing Fee
30-60 Days Processing Time
March 15 S-Corp Election Deadline
Tax-Free* Statutory Conversions

Select Your Conversion Path

LLC to Corporation

Converting Your LLC to a Corporation

The most common conversion for growing companies seeking VC funding or planning to go public. California allows statutory conversion that preserves your EIN and contracts.

1

Approve the Conversion

The conversion requires approval by all LLC members (or as specified in your operating agreement). Document the approval with written consent or meeting minutes.

Required approval: Usually all members unless operating agreement specifies otherwise
Documentation: Written consent or meeting minutes
2

Draft Articles of Incorporation

Prepare articles of incorporation for the new corporation. Include authorized share structure, registered agent, and corporate purpose.

Authorized shares: Consider future equity rounds and option pool
Stock classes: Common stock (can add preferred later)
Par value: Typically $0.00001 per share
3

File Certificate of Conversion

File Form CONV-1 (Certificate of Conversion) along with the Articles of Incorporation with the Secretary of State.

Filing fee: $150 (conversion) + $100 (articles)
Processing: 3-5 business days standard
Expedite: 24-hour available for additional fee
4

Adopt Corporate Bylaws & Issue Stock

Hold an organizational meeting to adopt bylaws, elect directors, appoint officers, and issue shares to former LLC members.

Equity allocation: Based on LLC membership interests
83(b) elections: May be needed for restricted stock
Stock certificates: Issue or maintain uncertificated shares
5

Update Tax Status & Registrations

Notify the IRS of entity change, update state tax accounts, and file necessary elections (S-Corp if desired).

EIN: Usually keeps same EIN
S-Corp election: File Form 2553 within 75 days if desired
State tax: Update FTB registration

Benefits of Statutory Conversion

Preserves contracts, licenses, and bank accounts. Same EIN continues. No dissolution required. Creditors and counterparties don't need to consent.

Watch the Timing

If you want S-Corp status, file Form 2553 within 75 days of conversion. For VC funding, allow 2-4 weeks for conversion before due diligence begins.

Corporation to LLC

Converting Your Corporation to an LLC

Less common than LLC-to-Corp, but useful when founders want pass-through taxation without the S-Corp restrictions. California permits statutory conversion.

1

Board and Shareholder Approval

The board of directors must recommend the conversion, and shareholders must approve (typically majority of outstanding shares).

Board resolution: Recommend conversion and approve terms
Shareholder vote: Majority required unless articles specify more
2

Draft LLC Operating Agreement

Prepare a comprehensive operating agreement that allocates membership interests, defines management structure, and addresses distributions.

Membership interests: Based on share ownership
Management: Member-managed or manager-managed
Tax allocation: Define profit/loss sharing
3

File Conversion Documents

File Certificate of Conversion and Articles of Organization with the Secretary of State.

Filing fee: $150 (conversion) + $70 (articles)
Processing: 3-5 business days
4

Address Tax Implications

The conversion may be treated as a liquidating distribution for tax purposes. Consult a tax advisor to understand capital gains implications.

C-Corp to LLC: Potential taxable liquidation
S-Corp to LLC: Generally tax-free if requirements met
Built-in gains: May trigger recognition

Tax Warning: C-Corp Conversion

Converting a C-Corp to LLC can trigger a taxable liquidation at both corporate and shareholder levels. Get tax advice before proceeding—this conversion is often not tax-efficient.

When This Makes Sense

Most common for: (1) S-Corps that want to eliminate S-Corp restrictions, (2) Family businesses seeking flexible profit allocation, (3) Real estate holding companies.

C-Corp vs S-Corp

S-Corp Election and Revocation

Changing between C-Corp and S-Corp taxation doesn't require changing your entity type—it's a tax election with the IRS. Understanding the differences helps you choose correctly.

C-Corporation Taxation
  • Federal Tax Rate21% flat
  • Double TaxationYes (corp + dividends)
  • Shareholder LimitUnlimited
  • Stock ClassesMultiple allowed
  • Foreign OwnersAllowed
  • VC InvestmentStandard structure
  • Self-Employment TaxNot applicable
  • Retained EarningsTaxed once until distributed
S-Corporation Taxation
  • Federal Tax RatePass-through (individual rates)
  • Double TaxationNo (single level)
  • Shareholder Limit100 maximum
  • Stock ClassesOne class only
  • Foreign OwnersNot allowed
  • VC InvestmentOften incompatible
  • Self-Employment TaxSavings on distributions
  • Retained EarningsTaxed to shareholders annually
Mar 15
S-Corp Election Deadline
For calendar year corps, file Form 2553 by March 15 for current year S-Corp status
75 Days
New Entity Window
New corporations have 75 days from formation to elect S-Corp status retroactively
5 Years
Re-election Waiting Period
After revoking S-Corp status, must wait 5 years to re-elect without IRS consent
Form 2553
Election Form
All shareholders must sign consent to S-Corp election

California S-Corp Quirk

California doesn't fully recognize S-Corp status. CA S-Corps pay a 1.5% tax on net income (minimum $800). The pass-through benefit is reduced compared to federal treatment.

VC Funding and S-Corps Don't Mix

VCs typically invest via preferred stock, which violates the single-class-of-stock requirement. If seeking VC, plan to revoke S-Corp status or start as C-Corp.

Change State

Redomestication: Moving to a Different State

Change your entity's state of incorporation without dissolution. Most common: California to Delaware for VC-backed startups.

From State To State Method Complexity
California Corp Delaware Corp Merger or Conversion Moderate
Delaware Corp California Corp Merger (rare) Uncommon
California LLC Delaware LLC Domestication or Merger Moderate
Wyoming LLC Delaware LLC Domestication Simple
1

Choose Your Method: Merger vs. Conversion

Two primary methods exist: (1) Form new entity in target state and merge, or (2) Use statutory conversion if both states permit.

Merger: Create new DE entity, merge CA entity into it, CA entity disappears
Conversion: Simpler paperwork, same EIN, not available in all state combinations
2

Obtain Required Approvals

Board approval and shareholder consent required. If you have investors, review your stockholders agreement for special consent requirements.

Board: Recommend and approve the transaction
Shareholders: Majority typically required
Investors: May have protective provisions requiring consent
3

File in Both States

File merger/conversion documents in both the old and new state. Coordinate timing so both filings are effective simultaneously.

California: Certificate of Merger or conversion documents
Delaware: Certificate of Merger/Conversion + Certificate of Incorporation
Total fees: Approximately $500-$1,000 in filing fees
4

Update All Records

Update stock certificates, corporate records, bank accounts, contracts, and state registrations.

Stock: New certificates reflecting DE incorporation
Contracts: Notify counterparties of surviving entity
California: May need to qualify as foreign corp if still operating in CA

Same EIN, Same Contracts

Properly executed redomestication preserves your EIN, contracts, licenses, and bank accounts. The entity continues without interruption—only the state of incorporation changes.

Still Need CA Qualification

If you redomesticate to Delaware but continue operating in California, you must register as a foreign corporation in CA. You'll pay taxes in both states.

Dissolve & Reform

Dissolution and Reformation Alternative

Sometimes dissolving the old entity and forming a new one is simpler than conversion. This "dissolve and reform" approach has tradeoffs.

Advantages of Dissolve & Reform

Clean slate: New entity has no legacy issues
Simpler paperwork: Standard formation documents
Flexibility: Can change anything (name, structure, state)

Disadvantages of Dissolve & Reform

Contract assignment: Must assign all contracts individually
New EIN: May need new employer ID number
Licenses: Must reapply for permits and licenses
Bank accounts: Must open new accounts
Tax implications: May trigger taxable liquidation

Factor Statutory Conversion Dissolve & Reform
EIN Preserved New Required
Contracts Continue automatically Must assign
Licenses/Permits Usually transfer Reapply
Bank Accounts Keep existing Open new
Tax Treatment Often tax-free May be taxable
Paperwork More complex filing Standard forms
Tax Impact

Tax Implications of Entity Conversions

Tax treatment varies dramatically depending on the type of conversion. Some are tax-free; others can trigger significant tax liability.

Conversion Type Federal Tax Treatment Key Considerations
LLC (partnership) → C-Corp Tax-free IRC §351 applies if done correctly
LLC (disregarded) → C-Corp Tax-free Treated as contribution to new corp
LLC → S-Corp election Generally tax-free Check election with IRS Form 8832 + 2553
C-Corp → LLC Potentially taxable Treated as liquidation—gain recognized at both levels
S-Corp → LLC Usually tax-free No gain if distributed assets equal basis
C-Corp → S-Corp election No immediate tax Built-in gains tax for 5 years
S-Corp → C-Corp revocation No immediate tax 5-year waiting period to re-elect S
CA Corp → DE Corp (merger) Tax-free Qualifies as tax-free reorganization

C-Corp to LLC: Tax Trap

Converting a C-Corp to an LLC is treated as a complete liquidation. The corporation recognizes gain on appreciated assets, then shareholders recognize gain on the distribution. This double taxation makes C-Corp to LLC conversions rarely advisable.

Built-In Gains Tax

When a C-Corp elects S-Corp status, any appreciation that existed at conversion is subject to "built-in gains tax" if sold within 5 years. This prevents avoiding C-Corp tax by converting before a sale.

California Tax Considerations

California generally follows federal treatment but has quirks. S-Corps pay 1.5% tax on net income. LLCs pay $800 minimum + LLC fee based on total income. Model your specific situation before converting.

Frequently Asked Questions

How long does a California entity conversion take?

Standard Secretary of State processing is 3-5 business days. Expedited processing (24-hour) is available for an additional fee. The entire process including preparation, approvals, and post-conversion updates typically takes 2-4 weeks.

Do I need shareholder consent to convert from LLC to Corp?

Yes. California requires consent from all LLC members (or as specified in your operating agreement). All members must sign the certificate of conversion or provide written consent. If any member objects, the conversion cannot proceed.

Will I get a new EIN after conversion?

For statutory conversions (filing conversion documents), you typically keep the same EIN. For dissolve-and-reform scenarios, you'll need a new EIN. The IRS requires new EINs when an entity is legally terminated and a new one formed.

Can I convert my LLC to an S-Corp?

You have two options: (1) Elect to have the LLC taxed as an S-Corp (file Form 8832 + Form 2553) while remaining an LLC legally, or (2) Convert the LLC to a corporation and then elect S-Corp status. Option 1 is simpler and preserves LLC flexibility.

What happens to my contracts during conversion?

With statutory conversion, contracts automatically transfer to the converted entity. No assignment is needed. With dissolution and reformation, you must assign each contract to the new entity, and counterparties may have the right to consent or object.

Is converting to Delaware worth it if I'm California-based?

It depends. If you're seeking VC funding, most investors strongly prefer Delaware. If you're bootstrapped and CA-only, the added complexity and cost of dual registration may not be worth it. See our Delaware vs. California guide for a detailed comparison.

Ready to Convert Your Business Entity?

Entity conversions involve legal, tax, and operational considerations. Let us guide you through the process correctly.

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