Equity Transaction Types
LLC Membership Interest
Transfer ownership in California LLCs. Requires compliance with operating agreement restrictions and CA securities law.
- Membership interest purchase
- Operating agreement amendments
- Member consent requirements
- Capital account adjustments
Corporate Stock
Private company stock transfers with proper board approval, shareholder consent, and securities compliance.
- Common & preferred stock
- Stock certificate transfers
- 83(b) election coordination
- 409A valuation requirements
Digital Assets & Tokens
Purchase agreements for cryptocurrency, NFTs, and tokenized assets with proper custody and transfer provisions.
- Cryptocurrency transfers
- NFT purchase agreements
- Token sale agreements
- Custody and wallet transfers
Equity Transaction Tools
📄 LLC Interest PSA Generator
Generate a customized LLC membership interest purchase agreement with proper transfer provisions.
📊 Stock Purchase Agreement
Create a stock purchase agreement with representations, warranties, and closing conditions.
🪙 Token Purchase Agreement
Digital asset and token purchase agreement with custody transfer provisions.
🧮 Cap Table Calculator
Model ownership percentages, dilution, and valuation scenarios for your equity transaction.
California Securities Compliance
CA Securities Law
California Corporate Securities Law requires registration or exemption for securities sales. Section 25102(f) is the most common exemption for private placements.
Operating Agreement Restrictions
Most LLC operating agreements require member consent or ROFR before transferring interests. Review restrictions before negotiating any deal.
Accredited Investor Requirements
Many exemptions require buyers to be accredited investors. Document accredited status in the PSA with proper representations.
Tax Considerations
Capital gains treatment depends on holding period. LLC interests may trigger Section 751 ordinary income. Get tax advice before structuring.
Need Help with an Equity Transaction?
Schedule a consultation to discuss deal structure, securities compliance, and tax implications.
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