Franchise Paralegal - Inspire Brands
(2024-10)
- Amended Franchise Disclosure Document; redisclosed franchisees up for renewal
- Updating Legisway, Salesforce, and Legal Tracker with completed transactions
- Drafting and finalizing franchise agreements and other legal documents for renewals, transfers, and notice
Corporate Paralegal - CoorsTek, Inc. - Golden, CO
(2022-10 - 2023-11)
- Oversaw the contract lifecycle from inception to completion. Completed information analysis for procedures and reports generated from the contract repository (ContractSafe)
- Drafted, redlined, and finalized a variety of business contracts, amendments, renewals, and correspondence
- Collaborated with various levels of the organization, including legal, commercial, supply chain, and both internal and external business associates
- Facilitated responses to government agency inquiries (DOL, EEOC, etc.) as well as private litigant subpoenas
Freelance Franchise Paralegal - CDM Technology Consulting LLC - Remote
(2021-11 - 2022-10)
- Liaison with project stakeholders concerning project details and deliverables
- Coordinated and managed multiple project tasks and deliverables, analyzed data as required
- Drafted, negotiated, and finalized all necessary project contracts, maintained the database
Franchise Paralegal - Akerman LLP - Denver, CO
(2021-02 - 2021-11)
- Reviewed and redlined clients' Franchise Disclosure Documents ("FDD") for approval and final signature by counsel
- Tracked, prepared, and filed assigned clients' FDD initial and renewal registrations, post, and pre-effective amendments in various states
- Consulted with various state examiners to obtain registration approval for the franchisees' FDD submittals
- Managed franchise compliance processes
- Undertook special assignments, including research and review of contracts, amendments, and checked trademark registrations with the USPTO as needed
Corporate & Real Estate Paralegal - International Car Wash Group (ICWG) - Centennial, CO
(2018-09 - 2021-02)
- Drafted and maintained corporate organizational records, resolutions, board minutes, certificates of formation, initial and amended articles of incorporation, operating agreements, bylaws, amendments, and dissolutions. Entity management for several domestic and international LLCs and corporations
- Prepared and filed stock certificates and other securities documents; drafted and maintained records for the issuing and transfer of stock, employee stock option plans, and Form 83(b) elections
- Conducted due diligence for over 300 real estate transactions. Including Mergers and Acquisitions, Sale Leasebacks, Greenfields, and 1031 exchanges. Prepared legal documents such as contracts, buy-sell agreements, closing papers and binders, deeds, trust instruments, memorandums, and lease agreements for approval and finalization by counsel
- Tracked the status of negotiations, prepared summaries of UCC Lien searches, and reviewed Phase I ESA assessments, ALTA Surveys, and Title Commitments. Obtained insurance certificates and assisted with closing and post-closing matters
Franchise Paralegal - WellBiz Brands, Inc. - Highlands Ranch, CO
(2016-07 - 2018-09)
- Database administrator (Microsoft Dynamics CRM Platform, FranConnect)
- Drafted and finalized annual state registrations of the Franchise Disclosure Document for three brands
- Prepared and negotiated franchise agreements, amendments, franchise renewals, and transfer agreements
- Managed franchise owner compliance process, issuing default and termination notices, tracking cure periods, studio de-identification reports, FDD receipts, background authorizations, and applications
- Litigation document production and case files
- Maintained and monitored trademark portfolio. Drafted cease and desist letters and assisted counsel to resolve infringement issues
