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Step 2SCALE Formula™ Build

Close the gaps before they cost you.

SCALE Formula™ Build puts the legal protections your growing business needs in place, on your timeline and your budget.

Photo: Founder at work (Jasper Studios shoot)
01What is the SCALE Formula™?

Five areas of legal protection every growing business needs.

The SCALE Formula™ is Royall Ventures’ framework for the five areas of legal protection: Structure, Compliance, Asset Protection, Liability Shield and Employer Responsibility.

▶Video: What is the SCALE Formula™? (2 min)
SStructure
CCompliance
AAsset Protection
LLiability Shield
EEmployer Responsibility
02What’s included in SCALE Formula™ Build?

The core document in every area.

The Build includes the core document in each area of the SCALE Formula™. Add what your business needs next, on your timeline and budget.

S

Structure

Included
  • ✓Operating Agreement
Add-ons
  • Change of Entity
  • S-Corp Election
  • DBA Registration
C

Compliance

Included
  • ✓1 Compliance Fix Included
Add-ons
  • Permit Applications
  • License Applications
A

Asset Protection

Included
  • ✓IP Assignment Agreements
  • ✓Trade Secret NDAs
Add-ons
  • Trademark (1 Class)
  • Additional Classes
  • Copyright Registrations
L

Liability Shield

Included
  • ✓Key Contract Rewrite
Add-ons
  • Lease Review
  • Contract Review
  • Contract Drafting
E

Employer Responsibility

Included
  • ✓Employee or Contractor Agreement
Add-ons
  • Offer & Termination Letters
  • Employee Handbook

Good to know

Add-ons are optional. We add them when you’re ready, on your timeline and budget. Filing and government fees are billed separately. On-Going Support members get member rates.

See pricing →
03SCALE Formula™ pricing

A strong foundation + just what you need.

On-Going Support members get access to discounted pricing on the Build and every add-on.

Base price

SCALE Formula™ Build

The core legal document in each of the five areas: an Operating Agreement, one Compliance Fix, IP Assignment Agreements and Trade Secret NDAs, a Key Contract Rewrite, and an Employee or Contractor Agreement.

Add-ons

Optional. Add them when your business is ready for them, now or later. Each one is priced on its own.

SStructure3 add-ons+

Change of Entity

Convert your business to a different entity type when your current structure no longer fits.

S-Corp Election

File to have your LLC or corporation taxed as an S corporation. Worth reviewing with your accountant first.

DBA Registration

Register a fictitious name so you can do business under a name other than your legal entity name.

CCompliance2 add-ons+

Permit Applications

Prepare and file the local or state permits your business needs to operate.

License Applications

Prepare and file the business or professional licenses your industry requires.

AAsset Protection3 add-ons+

Trademark (1 Class)

File a federal trademark application for your brand name or logo in one class of goods or services.

Additional Classes

Extend trademark protection when your brand covers more than one type of goods or services.

Copyright Registrations

Register original work, like content, designs or course materials, with the U.S. Copyright Office.

LLiability Shield3 add-ons+

Lease Review

Review a commercial lease before you sign and flag the terms that could cost you later.

Contract Review

Review a contract someone else drafted and show you what to push back on.

Contract Drafting

Write a new contract built around how your business actually works.

EEmployer Responsibility2 add-ons+

Offer & Termination Letters

Draft the letters you need when you hire someone or end the relationship.

Employee Handbook

Put your workplace policies in writing so your team knows the rules and you meet the ones that apply.

Payment plans are available. Filing and government fees are billed separately.

See membership plans →
04How does the SCALE Formula™ process work?

Fix the gaps on your budget and timeline.

1Start

Get Ready

The Build starts from a Legal Foundation Build or a Legal Foundation Audit.

2Delivery call

Review and plan together

We walk you through what’s working and what’s missing, then choose the documents and add-ons that fit your timeline, risk tolerance and budget.

3Your pace

Fix the gaps on your budget and timeline

We put your documents and protections in place in the order that matters most, at a pace and price that work for you.

4Ongoing

Stay protected with On-Going Support

As your business grows, On-Going Support keeps your protections current, with monthly legal counsel when you need it.

FreeSCALE Formula™ Workshop

Learn the SCALE Formula™ before your next big move.

Join Codi Royall for a free workshop on the legal questions to ask before you hire, expand, raise money or sign your next big contract.

You’ll walk away withFree
01The questions to ask before your next move
02The SCALE Formula™ to spot your legal gaps
03More confidence to hire, expand or sign
BonusAI Prompt Guide ($150 value)
Ready to get started?

Ready to close the gaps?

Text “SCALE” to 215-488-5448 and we’ll reply right away with a few quick questions, then set up a call with the right person.

Prefer to text?Text “SCALE” to 215-488-5448 →

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Rather not text?

Send us your details and we’ll text you right away with a few quick questions, then set up a call with the right person.

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Please don’t include confidential information. Contacting us does not create an attorney-client relationship.

FAQ

Questions about SCALE Formula™ Build

Can I pay for SCALE Formula™ Build over time?+

Yes. Payment plans are available for SCALE Formula™ Build and add-ons. We fix the gaps in the order that matters most, on your budget and timeline, with payments spread out so your protections keep building.

Are trademarks included?+

Trademark filings are an add-on. The Build includes IP assignment agreements and trade secret NDAs; a trademark in one class and additional classes can be added.

Do I need a Legal Foundation Build or Audit first?+

Yes. SCALE Formula™ Build is built from what your Legal Foundation Build or Audit shows about your business.

Free Legal Health Quiz

Find out where your business stands.

Take the Legal Health Quiz →
Take the QuizText “SCALE”

By submitting, you agree to receive text messages from Royall Ventures about your request. Message and data rates may apply. Reply STOP to opt out. Full disclaimer