Entity Funding Services
An entity can only protect the assets it actually owns.
Put Your Assets Where Your Protection Is
Forming an LLC, corporation, or other entity is only the first step. An entity can only protect the assets it actually owns — if title to an asset is never transferred into the entity, that asset generally sits outside the protection the entity was created to provide. Entity funding is the ongoing process of getting the right assets titled into the right entity, and keeping ownership records current as your structure and planning objectives evolve.
It’s easy for this step to get missed. A holding company gets formed, but the LLC interests it was meant to hold are never assigned to it. A new promissory note or piece of intellectual property is created and never retitled. Real property is purchased but the deed is never updated. Each of these gaps is a place where the intended protection isn’t actually in place.
How Barth Agency Services Helps
- Reviewing which assets are meant to sit in which entity, and identifying gaps between intended and actual ownership.
- Coordinating the paperwork behind transfers — assignments of membership or partnership interests, stock transfers, IP assignments, bills of sale, and similar instruments — working alongside your attorney, CPA, or title company as needed.
- Maintaining current ownership and membership records as your structure changes, so your entities' books reflect reality.
- Pairing entity funding with our Registered Agent, Entity Maintenance, and Corporate Minutes services, so your entity's ownership, compliance, and governance records are managed by a single, organized point of contact.
Why Entity Funding Matters
- An unfunded entity offers no protection for assets that were never transferred into it — the liability shield only reaches what the entity actually owns.
- Ownership needs to stay aligned with planning objectives over time — as new assets are acquired, entities are restructured, or holding company layers are added, the underlying ownership records need to keep pace.
- Outdated or incomplete ownership records can create confusion about what belongs to which entity, complicating financing, sales, and succession planning.
- A clear, current ownership record supports the rest of your governance and compliance picture — it's the foundation that annual minutes, resolutions, and compliance filings are meant to reflect.
Assets That Can Be Held By an Entity
- LLC interests — Ownership stakes in an LLC held by a member, or by another entity such as a holding company.
- Partnership interests — Ownership stakes in a partnership, subject to the terms of the partnership agreement.
- Corporate stock — Shares of a corporation, whether held individually or by another entity in the structure.
- Promissory notes — Loans owed to the client or an entity, which can be assigned so the receivable sits with the intended owner.
- Intellectual property — Trademarks, patents, copyrights, and similar assets, which can be assigned into the entity meant to hold and license them.
- Business assets — Equipment, inventory, accounts receivable, and other operating assets used in a business.
- Real property — Real estate, where title is transferred (deeded) into the entity intended to hold it.
Make sure your entities actually own what they're meant to protect
Barth Agency Services, Inc. coordinates the transfers and ownership records that keep your entity structure aligned with your planning objectives.