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 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.

Carlos was proven to be responsive and very knowledgable. He guided us through a challenging corporate formation process balancing the company and founder needs to find a positive solution for all. He spent the time needed to help some relative newbies get through the internal issues we faced. The... documents and actions taken were robust and detailed. They set a corporate structure that was the best possible for future investment and growth while protecting the founders and providing the best possible tax/control advantages. His pricing was excellent and he stood by the pricing without sudden increases and surprises. I would work with him again.