Restricted shares, vesting, founder equity, and early-contributor equity aligned with service, IP, and corporate approvals.
For approved standard scope, the Equity Structuring Kit may include the following — aligning equity with contribution, service, and company records before ownership becomes hard to unwind.
A restricted share issuance for one recipient, with a standard time-based vesting schedule.
IP assignment where required, with the standard corporate approvals and issuance forms.
A cap table update from client-provided data, share records, and implementation guidance.
One call to confirm recipient, share structure, vesting objective, and any red flags.
One call to walk through the documents, your records, and the recommended next steps.
One consolidated round of reasonable comments, reviewed and incorporated within scope.
For restricted shares or vesting-based equity for founders, early hires, advisors, or contributors. Intake-gated, because equity can raise tax, valuation, securities, and approval issues.
Equity creates long-term problems if it’s issued without clear vesting, service obligations, IP alignment, leaver terms, or corporate approvals.
Equity tied to contribution, service, and company records — before hiring, fundraising, diligence, or future founder changes.
For approved standard scope — one Canadian recipient, standard time-based vesting, clean cap-table information, and no tax, valuation, securities, or dispute issue. Final fee is confirmed only after intake and scope review; HST and disbursements are separate.
Request Equity Scope ReviewThe kit is intake-gated — equity can raise tax, valuation, securities, and approval issues, so scope and fee are confirmed only after review. Anything beyond standard scope is handled as an add-on, the ESOP Plan Setup Kit, or Advisory & Transactional Work.
Standard structured equity.
Add-on, ESOP, or advisory.
Most companies use the Equity Structuring Kit alongside or after related kits. Directional only — each step is subject to intake and engagement terms.
Founder governance should generally be in place before or alongside restricted equity.
View Startup KitWhen options fit better than restricted shares, or you want broader incentive infrastructure.
View ESOP Plan KitWhen the recipient is also an employee, contractor, or advisor needing service and IP docs.
View Build a Team KitEquity and ownership should generally be cleaned up before investor diligence.
View Funding KitFor recurring needs — equity, hiring, governance, contracts, and financing readiness.
View Ongoing CounselTax-sensitive structuring, complex SHAs, securities filings, disputes, or cross-border matters.
View Advisory PracticeThis kit is intake-gated. Submitting intake does not create a lawyer-client relationship until Fauri Law confirms scope, fee, and the engagement in writing.
You request an equity scope review; Fauri Law assesses whether it fits the kit or needs an add-on, ESOP, or advisory work.
The engagement letter confirms scope, fee, assumptions, exclusions, and revision limits; payment or retainer follows acceptance.
Fauri Law prepares the approved equity documents; you provide one consolidated round of comments, incorporated within scope.
Final documents are delivered with implementation guidance and the recommended next legal steps.
Yes, if the matter fits approved scope — restricted share issuance documentation for one standard recipient with a standard vesting structure.
It can, if the founder vesting arrangement fits approved scope. If it involves negotiated terms, tax-sensitive structuring, disputes, complex leaver provisions, or non-standard governance, the matter may require Advisory & Transactional Work.
No. Restricted shares and stock options are different structures. This kit is for actual shares issued subject to restrictions, vesting, repurchase, or contribution-based terms. The ESOP Plan Setup Kit is used to create option-plan infrastructure.
No. Tax, accounting, valuation, FMV advice, rollover planning, and tax-sensitive structuring are not included. You should consult a tax advisor; legal coordination with your advisors can be separately scoped.
No. Valuation and FMV advice are not included. If the arrangement requires valuation input, that should be obtained from an appropriate tax, accounting, or valuation advisor.
Possibly, but multiple recipients are not included in the standard starting scope. Additional recipients may require an add-on, revised fee, or separate scope depending on structure, documents, and complexity.
Not as standard scope. Non-Canadian recipients may raise tax, securities, employment, foreign-law, and cross-border issues that require separate review.
No. Securities filings and exemption analysis are not included unless expressly scoped. If a filing such as a report of exempt distribution is required, that work is handled separately.
No. The kit may include a cap table update based on client-provided information, but cap-table cleanup, reconstruction, or historical ownership review is not included unless separately scoped.
Existing shareholders-agreement review may be required before the equity structure can be confirmed. That review isn’t automatically included in the starting scope and may require additional scope.
You’ll have the approved equity documents in place for the confirmed scope. Common next steps include the ESOP Plan Setup Kit for options, the Build a Team Kit for employees and contractors, the Funding Kit for SAFE or note financing, Ongoing Counsel Support for recurring needs, or Advisory & Transactional Work for bespoke matters.
The Equity Structuring Kit aligns restricted shares, vesting, service expectations, IP ownership, and corporate approvals before hiring, fundraising, or investor diligence.