How to sign your documents for your business entity

In this episode of Coffee with Carl, attorney Carl Zoellner guides you through the process of signing your documents.

 

Welcome to this episode of Coffee with Carl. I am your host Carl Zoellner, one of the attorneys here with Anderson Business Advisors. 

Today, I will address this question: 

“Once I have my business entity, how do I sign my documents?” 

There’s a lot of confusion around this. I think the confusion revolves around this:

“Okay, so if I’m in my LLC, am I signing this document as a member? Am I signing it as a manager? If it’s in my corporation, am I signing as a director or an officer or a shareholder?” 

We wear a lot of different hats when we create a business entity. A good rule of thumb usually is: when dealing with outside third parties, you’re signing either in your management capacity as a manager of your LLC or as an officer of your corporation. 

Signature Block

Now some of the complications that some folks have are how do they do their signature block? 

When Anderson Advisors creates a business entity for you, there are signature blocks for people to sign at the bottom of the bylaws. I always tell my clients to use that as sort of a cheat sheet. 

If you’re having trouble figuring out what your title blocks should be for any given entity, go to the signature block at the end of the governing documents for that entity. Usually, there’s a nice little cheat sheet there for what the signature blocks should look like. 

I know that the question has come up a lot, so I wanted to make sure we addressed it. 

As always, take advantage of all of our free content out there. Appreciate all of you watching and sharing your Coffee with Carls. And I enjoy doing them, so I hope you keep tuning in. Until next time, thanks, everyone.

The Takeaway

So, that’s about it on our professional business entity talk here. As always, keep taking advantage of our free educational opportunities and the free content we put out on the web. So that’s Toby’s Tax Tuesday, our tax and AP events for our clients who’ve already gone through our Tax and Asset Protection event. 

Our Structure Implementation Series is fantastic. That answers a lot of the questions you have in the beginning. So there are a lot of different educational opportunities out there. One of my favorites as well is our Infinity Investing Workshop

Resources mentioned in this video:

Got an idea for a future Coffee with Carl? Send it to Carl at cwc@andersonadvisors.com.

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