Carlos David Heredia

When I began to seriously explore the possibility of starting my own company, Carlos was the first person I contacted. Carlos and I are former colleagues, and so I knew firsthand that he was one of the most knowledgable, skilled, effective, authentic, and trustworthy corporate lawyers around. I also ...valued his rare combination of deep legal expertise and business acumen: years of experience as a partner at a top global law firm, a JD/MBA from Stanford, and experience as an entrepreneur himself. This positions Carlos to deliver not only sound legal advice, but also advice that’s practical from a business standpoint. Carlos and his team at California Counsel Group (CCG) helped guide me through not just the legal aspects of launching my consulting practice, but they also helped me think through longer-term strategic and operational matters, including helping me secure the appropriate tax and insurance advisors. The CCG team even provided a handy guide to help me stay on top of all the “to do” list items for building a solid foundation for the company. This reflects the commitment Carlos and his team have to not just helping entrepreneurs launch their companies, but equipping entrepreneurs with the tools and knowledge for long-term success. Working with Carlos and the CCG team was also extremely efficient and seamless. They are super responsive. And they make great use of technology for coordinating document signing, and they provide easy, ongoing electronic access to all your legal documents (your own personal document library). But one of the things I have valued most in working with Carlos and the CCG team is their genuine enthusiasm for your success. You can feel the love—that genuine care and concern for you and your business. You know they’re cheering for you, like family and cherished friends do.

Carlos made the incorporation process for my new consulting company, Materials Development Resources, Inc., extremely easy. The ease & clarity of the process helped me recognize that some "bills" in the mail claiming that I owed money for fees relating to my new company were suspicious. CCG quickly... confirmed that this was a scam, saving me several hundred dollars in fake fees. Carlos also helped me set up my first service contract with my first client. CCG gives you great value for the price.

Carlos was an asset during the process of forming our Delftware C Corp. for our new startup. Carlos is very knowledgeable and definitely understands the startup nature and requirements (especially protecting founders and their interest). Carlos and his team are diligent with excellent follow-up to ma...ke sure we correctly executed all documents. We sure needed that as we're in the startup stage and... well, it's just chaos. It was an overall great experience and it most certainly far exceeded my expectations. It is easy to recommend Carlos and his team because you know they'll do a good job (I'm already doing that). I look forward to working with him as we grow our compnay.

I have had the great pleasure of working with Carlos and his team as they held my hand during the incorporation of my small business. Being a novice at business formation matters, it was quite reassuring knowing that Carlos had my back while keeping my feet to the fire and making sure that tasks wer...e being completed from my side of the table. It is such a relief knowing that my company has been created with all the competencies of a seasoned and well respected legal firm. Thank you for all your help and we are looking forward to a continued representative relationship.

Everyone knows that physicians have zero business sense. So, it has been invaluable having Carlos and his team assist me in getting our firm up and running. I would never have been able to come this far so fast with so little in the way of headaches without their assistance. Carlos and his team have ...adeptly navigated incorporating our company and getting us operational in weeks! I thought it was good take months. So, if you are looking to start a company I would highly recommend that you drop Carlos a line or give him a ring. He and his team are certain to do you right. Good luck!