Company
Suncoast Development Group
Practice Area
Contract Review or Drafting
Lead Qualification Score
9
Urgency — Active need with timeline8
Fit — Business entity, revenue-generating7
Complexity — Multi-service opportunity
AI Situation Analysis
Summary: Suncoast Development Group is a commercial real estate development company expanding into mixed-use projects, indicating growth-stage legal complexity. The client needs both transactional work (operating agreement review, contractor agreements) and ongoing advisory (fractional GC). This represents a high-value, multi-service engagement opportunity with recurring revenue potential.
Recommended services: Initial engagement should prioritize the operating agreement review (time-sensitive for the new LLC), followed by contractor agreement templates, with a proposal for monthly fractional GC retainer covering ongoing compliance, contract review, and strategic advisory.
Preliminary Research (Auto-Generated)
🏢Entity Check: Florida LLC formation requirements verified. Mixed-use development projects in Sarasota may require additional zoning compliance review.
📋Contract Templates: Recommended starting templates: Multi-member Operating Agreement, AIA-style Contractor Agreement, Subcontractor Agreement. Flag prevailing wage requirements.
⚖️Regulatory Notes: Sarasota County building permits, environmental impact considerations for mixed-use, ADA compliance for commercial spaces.
💼Cross-Sell Opportunities: Asset protection for development principals, succession planning if family-owned, IP protection for project branding.
Suggested Consultation Agenda
1
Review current LLC structure and operating agreement provisions (10 min)
2
Discuss contractor agreement requirements and timeline (10 min)
3
Scope fractional GC needs and retainer structure (5 min)
4
Next steps and document collection checklist (5 min)
Estimated Engagement Value
Operating Agreement + Contractor Agreements + Monthly Retainer
$8,500–$15K
Initial + $2-4K/mo recurring