Company Ownership Transfer & Change
A professional service handling company ownership transfers or changes while ensuring accurate IRS and state filings and ongoing legal compliance.
Transfer or update your company ownership with full compliance.
The Company Transfer Process Explained
Safely move your existing US company to a new owner or structure without losing legal standing.
1
Due Diligence & Document Review
We conduct a full compliance check, review your company's operating agreement, and identify any outstanding liabilities or transfer restrictions.
2
Legal Document Preparation
Our experts draft all necessary transfer documents, including the Bill of Sale, Membership Interest Assignments, and updated Operating Agreement amendments.
3
State & IRS Filings
We handle all mandatory filings with the state (Articles of Amendment) and update the company's ownership records with the IRS (Form 8822-B) for a seamless transition.
Why a Professional Transfer is Essential
Avoiding common pitfalls that can invalidate the sale or create future liability.
1
Risk: Incomplete Transfer of Control
Without proper legal documentation, the previous owner may retain legal authority or liability.
Our Solution
We ensure all ownership rights, assets, and obligations are legally and irrevocably transferred.
2
Risk: Breach of State Compliance
Failing to update state records can result in penalties, loss of good standing, or administrative dissolution.
Our Solution
We file all required amendments with the state to keep the company compliant and active.
3
Risk: IRS & Tax Complications
Unreported ownership changes trigger IRS penalties and can lead to double taxation or audit triggers.
Our Solution
We update EIN records and ensure all tax documentation reflects the new ownership structure.
Execute a Flawless Company Transfer
Ensure a clean, legally-binding transfer that protects both parties and secures your company's future.
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FAQs
Frequently Asked Question
A Company Ownership Transfer is the official process of changing a company’s ownership structure, such as adding, removing, or replacing members or shareholders.
An ownership transfer is required when ownership percentages change, a partner exits or joins the company, or shares/membership interests are transferred.
Yes. Ownership changes must be properly documented and, where required, reported to the state and relevant authorities to remain compliant.
Yes. Ownership changes may impact tax filings and compliance requirements. Guidance is provided to ensure proper alignment with IRS and state regulations.
Where required by state regulations, ownership changes are properly updated through official filings to ensure accurate public records.
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