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AZ1.AI Entity Structure Council Verdict

Official Decision Document

Council Session: 2026-01-14 Matter: Entity Structure for AZ1.AI Service Operations Question: Should AZ1.AI create a Florida LLC for service operations or retain all operations in the existing Delaware C-Corp?


VERDICT: APPROVE C-CORP ONLY

Decision Confidence: VERY HIGH (97.5%) Consensus Score (Kendall's W): 1.00 (Perfect unanimous agreement)


Executive Summary

The MoE Council analyzed the Florida LLC vs. Delaware C-Corp question across four expert domains:

ReviewerDomainRecommendationKey Concern
Tax SpecialistTax implicationsC-CORPQSBS eligibility at risk ($10M+ per founder)
VC ExpertFundraising opticsC-CORP2-4 weeks DD delay + $15-30K legal costs
Corporate AttorneyLegal/governanceC-CORPWill's GRAIL situation + IP complexity
Operations AnalystAdmin overheadC-CORP+$5,525 Year 1 costs + 2-3 week revenue delay

All four reviewers unanimously recommend retaining the single Delaware C-Corp structure.


Top 5 Critical Findings

1. QSBS Eligibility at Risk (CRITICAL)

Creating an LLC could jeopardize Qualified Small Business Stock (QSBS) eligibility under IRC Section 1202. The asset test requires substantially all assets be used in qualified business activities. Intercompany arrangements with an LLC introduce complexity that could disqualify C-Corp shares.

Impact: Up to $10M tax-free exit potential per founder at risk.

2. VC Due Diligence Friction (CRITICAL)

Multi-entity structures add 2-4 weeks to due diligence and $15-30K in legal costs. With Q3-Q4 2026 fundability milestone on the critical path, this creates competitive disadvantage vs. single-entity competitors.

Impact: Slower fundraising velocity; investor hesitation.

3. Will's GRAIL Agreement Interaction (HIGH)

The Founding Advisor Agreement was crafted for C-Corp equity participation. LLC operational involvement could trigger unintended consequences under Will's existing employment agreement.

Impact: Legal exposure risk; potential GRAIL claims.

4. Self-Employment Tax Burden (HIGH)

LLC pass-through subjects founders to 15.3% SE tax on profits. Year 1 impact: ~$23,600 additional tax vs. C-Corp structure.

Impact: Cash flow reduction during critical bootstrapping phase.

5. Operational Complexity Multiplier (MEDIUM)

Doubles banking, bookkeeping, contracts, and compliance. Delays first revenue by 2-3 weeks.

Impact: +$5,525 Year 1 costs; 40-60% more administrative time.


Quantified Financial Impact

Year 1 Comparison

FactorC-Corp OnlyC-Corp + FL LLCDelta
Self-Employment Tax$0~$23,600+$23,600
Admin Overhead~$735/yr~$3,635/yr+$2,900
One-Time Setup$0~$2,625+$2,625
Legal/AccountingBaseline+$1,500-3,000+$2,250
Total Year 1 ImpactBaseline+$31,375+$31,375

Exit Scenario (QSBS)

ScenarioC-Corp (QSBS Eligible)With LLC (QSBS Risk)
Exit valuation$50M$50M
Founder shares (38%)$19M$19M
QSBS exclusion$10M tax-freePotentially $0
Tax savings~$2.4M$0

Strategic Recommendations

Immediate Actions (Q1 2026)

  1. Confirm C-Corp as sole operating entity - No LLC formation
  2. Position service revenue correctly:
    • "Do it for me" → "Customer Success Services"
    • "Do it with me" → "Implementation Services"
    • "Do it yourself" → "Platform License"
  3. Prioritize bank account - Single Mercury/Relay account for C-Corp
  4. Document QSBS eligibility - Start tracking from Day 1

Pricing Model Positioning for VCs

TierInternal NameVC-Friendly Positioning
"Do it for me"Full implementationCustomer Success Services
"Do it with me"Guided implementationProfessional Services
"Do it yourself"SaaS licensePlatform Revenue (ARR)

This positions service revenue as customer success investment, not consulting drag.

Future Trigger Conditions (Revisit LLC)

  • Annual service revenue exceeds $500K
  • Significant liability event from service delivery
  • Series A due diligence raises structural concerns
  • Tax counsel identifies material circumstance change

Council Composition & Methodology

Expert Panel

RoleFocus AreasConfidence
Tax SpecialistPass-through vs C-Corp, QSBS, state tax, SE tax0.90
VC/Fundraising ExpertInvestor optics, DD friction, cap table0.92
Corporate AttorneyLiability, governance, IP, GRAIL risk0.88
Operations AnalystBanking, bookkeeping, contracts, overhead0.85

Methodology

  • Stage 1: Parallel independent analysis (blind review)
  • Stage 2: Anonymous cross-evaluation
  • Stage 3: Chairman synthesis with consensus scoring
  • Consensus Metric: Kendall's W coefficient = 1.00

Risk Assessment

Risk ScenarioLikelihoodImpactMitigation
Service liability eventLow (10%)HighE&O insurance + contract limits
QSBS disqualificationVery LowCriticalSingle entity + documentation
VC preference changeVery LowMediumEasily restructured if needed
Service becomes majority revenueMedium (25%)MediumRevisit at Series A

Decision

VERDICT: C-CORP ONLY - APPROVED

The Council finds unanimously and with high confidence that AZ1.AI should operate exclusively through its existing Delaware C-Corporation.

Effective: Immediately Review Date: July 2026 or upon trigger condition


MoE Council Verdict Document Generated: 2026-01-14 Council Framework Version: 2.8.0