Advisory & Transactional Work — senior legal judgment for critical decisions.
Advisory-led boutique corporate counsel for critical business decisions.
Some legal matters require judgment before documents. Fauri Law provides partner-led corporate advisory and transactional support for complex, negotiated, high-stakes, securities-sensitive, governance-sensitive, cross-border, investor-facing, and transaction-grade matters.
Structured Legal Systems are available for repeatable lifecycle work. Advisory & Transactional Work is the right path where the matter requires strategy, negotiation, risk assessment, or bespoke legal structuring.
When legal work needs judgment, not just documents.
Not every legal matter should be reduced to a fixed-scope workflow. A standard legal workflow may be appropriate where the facts are clear, the parties are aligned, and the work is repeatable.
Advisory & Transactional Work applies where the legal and business issues require judgment before scope can be responsibly confirmed. This includes matters involving negotiation, investor or counterparty counsel, securities filings, tax-sensitive structuring, cross-border issues, complex governance, founder or shareholder disputes, M&A, strategic transactions, or high-value corporate decisions.
In those situations, the legal work is not just document preparation. It is legal strategy, issue spotting, transaction structuring, risk allocation, negotiation support, and implementation.
Corporate, venture, governance, commercial, securities, transactional, and cross-border matters.
Governance, Equity & Disputes
- Corporate governance and shareholder matters
- Complex shareholders agreements
- Founder disputes or shareholder disputes
- Board, director, officer, and governance advisory
- Corporate reorganizations and restructurings
- Cap table cleanup and corporate record remediation
Transactions & Cross-Border
- Venture financing and investor negotiations
- SAFE, convertible note, and priced round advisory
- Securities exemptions and filings
- M&A and strategic transactions
- Negotiated customer, vendor, and commercial agreements
- Canada/UAE cross-border advisory
- Investor counsel comments and third-party negotiations
- Strategic legal support for critical business decisions
Best for — and not for.
Matters that require legal judgment
- Negotiated matters
- Complex corporate governance
- Shareholder or founder issues
- Financing transactions
- Investor or third-party counsel comments
- Securities filings
- M&A or strategic transactions
- Cross-border matters
- Disputes or potential disputes
- High-value or high-risk corporate decisions
Standard-scope matters
This page is not intended for standard-scope matters that clearly fit a fixed-fee Workflow Kit, Launch Incorporation Package, or Ongoing Counsel Support configuration.
If a matter begins as a structured product but involves complexity, Fauri Law may route it to Advisory & Transactional Work before confirming scope, pricing, or timing.
View Structured Legal Systems →Matter types, typical issues, and pricing approach.
A directional guide to common advisory mandates. Final scope, pricing, and timing are confirmed only after intake, conflict review, and engagement terms.
| Matter Type | Typical Issue | Pricing Approach | Next Step |
|---|---|---|---|
| Corporate governance | Board approvals, shareholder rights, control issues, director/officer questions, reserved matters. | Custom / Hourly | Book Advisory Consultation → |
| Complex shareholders agreements | Negotiated terms, special rights, founder exits, control rights, investor rights, transfer restrictions. | Custom / Hourly | Start Your Matter → |
| Founder or shareholder disputes | Ownership disagreement, founder departure, undocumented rights, deadlock, threatened claim. | Custom / Hourly | Book Advisory Consultation → |
| Venture financing | SAFE, note, priced round, investor negotiation, term sheet review, closing mechanics. | Custom / Hourly | Book Advisory Consultation → |
| Securities exemptions and filings | Exemption analysis, Form 45-106F1, SEDAR+ filings, investor qualification issues. | Custom / Hourly | Book Advisory Consultation → |
| M&A and strategic transactions | Acquisition, sale, restructuring, diligence, transaction documents, closing process. | Custom / Hourly | Book Advisory Consultation → |
| Negotiated commercial contracts | Customer/vendor paper, counterparty comments, procurement, liability, indemnity, data, IP. | Custom / Hourly | Start Your Matter → |
| Corporate reorganizations | Share structure changes, reorganizations, cap table remediation, governance cleanup. | Custom / Hourly | Book Advisory Consultation → |
| Cross-border advisory | Canada/UAE structure, foreign parties, multi-jurisdiction coordination, strategic legal risk. | Custom / Hourly | Book Advisory Consultation → |
| Cap table and records cleanup | Prior issuances, missing records, inconsistent ownership history, diligence readiness. | Custom / Hourly | Start Your Matter → |
Scoped after review of the matter.
Advisory mandates are scoped after Fauri Law reviews the matter, parties, documents, timing, and legal risk. Before work begins, Fauri Law confirms the engagement scope, fee structure, assumptions, exclusions, timing, retainer or payment terms, and the role Fauri Law will play.
- Legal strategy and issue analysis
- Transaction or governance structuring
- Document review and drafting
- Negotiation support
- Response to investor, counterparty, or third-party counsel comments
- Securities exemption or filing support
- Board, shareholder, or approval documentation
- Closing coordination
- Corporate record cleanup
- Cross-border legal coordination
- Implementation support
Submitting intake or booking a consultation does not create a lawyer-client relationship. Fauri Law must complete conflict review and confirm engagement terms in writing before acting.
Custom quote / hourly — based on the work.
Advisory & Transactional Work is generally priced by custom quote or hourly billing. Fauri Law does not promise fixed fees for matters where scope depends on negotiation, third-party conduct, filings, evolving facts, or strategic judgment.
Applies where the matter involves
- Negotiation
- Securities exemptions or filings
- Tax-sensitive structuring
- Governance complexity
- Cross-border issues
- Investor or counterparty counsel
- Third-party comments
- M&A
- Disputes
- Transaction execution
- High-value or high-risk legal decisions
Phased scope & alternatives
Where appropriate, Fauri Law may provide a phased scope, capped phase, initial review budget, or custom fee proposal after understanding the matter.
HST, government fees, filing fees, registry fees, platform fees, external counsel fees, and third-party costs are separate unless expressly included.
View Pricing Guidance →How the two models work together.
Structured Legal Systems are Fauri Law’s lawyer-led workflows for repeatable corporate lifecycle events — incorporation, founder governance, website/privacy documents, commercial basics, hiring documents, equity structuring, ESOP setup, funding readiness, and ongoing counsel support where the scope is defined.
Advisory & Transactional Work is different. It applies when the matter cannot be safely handled as a standard workflow because it involves legal judgment, negotiation, uncertainty, risk, third-party involvement, or transaction-specific strategy.
A matter may start in Structured Legal Systems and move to Advisory & Transactional Work if intake reveals complexity. Examples:
Because investor counsel is involved.
Because founders disagree on ownership.
Because tax, FMV, securities, or non-resident issues are involved.
Because the customer has provided a negotiated MSA.
Because the company needs transaction support or securities filing assistance.
View Structured Legal Systems →Structured systems help with defined legal infrastructure. Advisory work handles complex legal judgment.
Illustrative scenarios.
These are illustrative scenarios, not a complete list. Advisory engagements are scoped after intake and conflict review.
Venture Financing
A company is raising capital using SAFEs, convertible notes, or a priced round, and the matter involves investor comments, investor counsel, securities exemption analysis, side letters, multiple closings, foreign investors, or closing mechanics.
Shareholder & Founder Governance
Founders or shareholders need a negotiated shareholders agreement, governance restructuring, control rights, transfer restrictions, reserved matters, buy-sell provisions, or resolution of unclear ownership arrangements.
Securities Filings & Exemptions
A company needs advice on private issuer status, accredited investor exemptions, minimum amount exemption, Form 45-106F1, investor qualification, risk acknowledgement forms, or filing mechanics.
M&A & Strategic Transactions
A company is considering a sale, acquisition, asset purchase, share purchase, restructuring, strategic investment, or transaction requiring diligence, negotiation, approvals, and closing documentation.
Commercial Negotiation
A customer, vendor, enterprise buyer, procurement team, or counterparty provides contract terms or comments requiring review, negotiation, risk allocation, and business-oriented advice.
Cross-Border Corporate Advisory
A Canadian company, US business, investor, or founder group needs advice on cross-border structure, investment, governance, commercial arrangements, or legal coordination across jurisdictions.
A defined process from contact to engagement.
Submit Intake or Request Consultation
Provide basic information about the company, matter, parties, timing, and documents.
Conflict & Preliminary Scope Review
Fauri Law reviews whether it can act and whether the matter appears suitable for advisory, transactional, structured, or custom support.
Consultation or Document Review
If appropriate, Fauri Law may schedule a consultation or request limited documents needed to assess scope.
Scope & Engagement Terms
If Fauri Law can assist, scope, pricing approach, assumptions, exclusions, timing, and payment or retainer requirements are confirmed in writing.
Work Begins After Engagement
Fauri Law begins work only after engagement terms are accepted and any required payment or retainer is completed.
Bring senior legal judgment to the matter before it becomes harder to manage.
If your company is facing a financing, negotiation, governance issue, shareholder matter, securities question, commercial transaction, M&A process, cross-border issue, or strategic corporate decision, start with advisory review.