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LEGAL

Employment & Advisory Contracts

What to Do in the First 30 Days

A structured onboarding process improves retention, boosts performance, and sets the tone for company culture. Legal onboarding also ensures tax and labor compliance.

Why it Matters

A great hire can’t succeed without great onboarding. Legal compliance, cultural alignment, and early clarity in the first 30 days set the tone for retention and performance.

Founders Checklist
  • Sign and store a fully executed employment or contractor agreement

  • Collect and file tax forms: W-4 (employees), W-9 (contractors)

  • Set up in payroll system (e.g., Gusto, Rippling, Justworks)

  • Issue equity grant docs and start vesting

  • Share company handbook, policies, and code of conduct

  • Provide access to tools and a 30-day onboarding plan

  • Schedule 1:1 check-ins and performance feedback

Founder Fails
  • Skipped IP assignment at hire > risk of IP ownership claims later

  • Waited 3 months to issue stock > missed 409A window

  • Gave access to systems but no expectations > underperformance + friction

When to ask for Help
  • Before hiring your first full-time employees

  • When creating an onboarding checklist or toolset

  • If unsure about required tax, payroll, or benefits documents

  • To align onboarding with compliance and culture goals

  • After a negative onboarding experience or early departure

Frequently Asked Questions

Q: What legal docs are required for onboarding?
A: At a minimum:

· Signed employment or contractor agreement

· IP assignment and NDA

· W-4 or W-9

· Equity grant letter (if applicable)


Q: Can I delay equity paperwork until later?
A: Avoid that. Delays in issuing equity can mess up 409A valuations, cause tax issues, or weaken employee trust.


Q: What about remote employees?
A: Ensure you register to do business in their state, and understand state-specific labor laws (like sick leave, overtime, or benefits).

Fractional Executives

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