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Business Planning

Print Sources

 

Formbooks

 

  • General Formbooks

Am. Jur. Legal Forms, 2nd ed.   KF170.A43—Law North

Annotated, practice-oriented forms including instruments such as contracts, leases, and wills; divided into topical chapters; cross-referenced to Am. Jur. 2d. Also available on Westlaw (AMJUR-LF)

West’s Legal Forms, 2nd ed.   KF170.M64—Law North

Forms arranged by broad practice areas, such as commercial transactions, business organizations, and real estate.  Also available on Westlaw (WEST-LF)

Cyclopedia of Legal Forms Annotated (Nichols) KF170.N53—Law North

Annotated forms presented topically in an alphabetical encyclopedia format; many forms have a business orientation.  Also available on Westlaw (NICHOLS-LF)

Current Legal Forms, with Tax Analysis (Rabkin & Johnson) KF170.R33—Law North

Looseleaf set of forms, generally arranged by broad practice areas; includes tax analysis along with various form types.  Also available on Lexis-Nexis (CLFTA)

 

  • Ohio Formbooks

Ohio Forms and Transactions  KFO68.O363—Law Reserve (most current edition) and Law South (older editions)

Softbound book with forms organized by subject, such as corporations, partnerships, employment, personal property, real property, nonprofit organizations, and wills and trusts.  Also available on Westlaw (OHFT)

Ohio Transaction Guide: Legal Forms   KFO213.A65 O35—Law South (also on Reserve)

Looseleaf set focusing on transactional forms, including business, commercial, and personal transactions, real estate, and wills and trusts.  Also available on Lexis-Nexis (OHTRAN)

Couse’s Ohio Form Book, 6th ed. (revised and updated).   KFO68.C6 2003—Law South (CD-ROM on Reserve)

Looseleaf set including forms related to tax issues, business, domestic relations, estate planning, probate, real property, legal practice, and more.  Also available on Lexis-Nexis (OHFORM)

 

Ohio Forms: Practice-Oriented Forms for Ohio Legal and Business Transactions  KFO68.O35—Law South (CD-ROM on Reserve—ask for by call number)  Transactional forms covering real property, leases, contracts, business planning, estate planning, family law, the UCC, and more.  Also available on Westlaw (OH-LF)

 

Business-Specific Treatises and Formbooks

 

Business Organizations.  Peter C. Kostant.  Boston: Little, Brown, & Co., 1996.  KF 1355.Z9 K67 1996—Law Reserve 

Treatise containing introductory text and sample forms dealing with various business entities, including sole proprietorships, partnerships, LLCs, and corporations; includes sections on securities law and acquisitions.

                                       

Corporate Acquisitions and Mergers.  Byron E. and Eleanor M. Fox.  New York: Matthew Bender, 1968-. Also available on Lexis-Nexis (CAQM) KF 1477.F62—Law North

Four-volume looseleaf set that includes detailed information on acquisition agreements.

Drafting Corporate Agreements, 2007.  Deborah J. Ludewig, Gavin D. Solotar, chairs.  New York: Practising Law Institute, 2007.  Also available on Westlaw (PLI-CORP) KF 1414.3.D72 2007—Law North

PLI course handbook that contains substantial information on acquisitions agreements and other types of corporate agreements; see also editions from previous years.

Drafting Limited Liability Company Operating Agreements.  John M. Cunningham. Gaithersburg: Aspen Law & Business, 1999-.  KF 1380.C86—Law North

One-volume looseleaf containing text, forms, commentary, practice aids, and primary source materials pertaining to the drafting of LLC operating agreements.

Fletcher Corporation Forms, Annotated, 4th ed. (revised). KF 1411.F55 4th ed.—Law North

Multi-volume annotated set covering all aspects of a corporation, including articles of incorporation, stock and capital, and merger and consolidation.  Also available on Westlaw (FLTR-FRM)

The M&A Process: A Practical Guide for the Business Lawyer.  Chicago: American Bar Association, Section of Business Law, Committee on Negotiated Acquisitions, 2005.  KF 1477.M47 2005—Law North

Detailed guide addressing the steps of the merger and acquisitions process from start to finish.  Covers both publicly and privately held businesses, but emphasizes private deals.  Contains sample letters, agreements, and checklists.

Negotiating and Documenting Business Acquisitions.  David A. Broadwin.  Philadelphia: ALI-ABA Committee on Continuing Professional Education, 1997. KF 1477.B76 1997—Law North

Offers an overview of the major concerns of attorneys representing either the buyers or sellers of businesses.  Written for attorneys without great experience in acquisitions, this treatise also contains over 150 pages of sample forms and checklists.

Ohio Business Entities, 2nd ed.  Zolman Cavitch and Matthew P. Cavitch.  New York: LexisNexis, 2005-.                 KFO 210.C32 2005—Law South

Two-volume looseleaf with detailed commentary on creating a business in Ohio, including sample forms.  Much of the focus is on corporations, but also contains chapters on other entities.  Also available on Lexis-Nexis (OHBEHB).

Organizing Corporate and Other Business Enterprises, 6th ed.  Chester Rohrlich, et al.  New York: LexisNexis, 2000-.  KF 1355.R65 2000—Law North

One-volume looseleaf detailing many aspects of organizing various business entities.  Many chapters contain appendices with forms, agreements, lists, and other helpful information.  Also available on Lexis-Nexis (ORGCRP).

Organizing, Financing, Growing, and Selling Businesses: Forms and Advice for Lawyers. Fredric D. Tannenbaum.  Philadelphia: ALI-ABA Committee on Continuing Professional Education, 2002.  KF 1411.T36 2002—Law North (CD-ROM on Reserve—ask for by call number)   

Contains comprehensive forms and advice on the formation, finance, operation, and growth of businesses, with a focus on LLCs and partnerships.

Prototype Limited Liability Partnership Agreement.  Chicago: American Bar Association, Section on Business Law, 2003.  KF 1380.P76 2003 (CD-ROM on Reserve—ask for by call number)

Provides a sample LLP agreement that explores the application of the Revised Uniform Partnership Act (RUPA).  Each section of the agreement is accompanied by commentary.

The S Corporation: Planning and Operation.  Irving Schreiber and Sydney S. Traum.  Greenvale, N.Y.: Panel Publishers, 1983.  KF 6491.S37 1983 (Supplement on Reserve through June 2007—same call number)

Looseleaf detailing all aspects of the S corporation, including qualifications for subchapter S, and applicable code sections, regulations, forms, and instructions.

Selecting the Form of Business Entity: Analyzing LLCs and Other Entity Choices.  Bruce D. Bernard and Thomas J. Sigmund.  Columbus, OH:  OSBA CLE Institute, 2006.  KFO 207.B47 2006—Law South

Ohio State Bar Association CLE publication focusing on planning a business entity in Ohio; appendices contain a helpful entity comparison chart and sample agreements.

Structuring and Drafting Partnership Agreements: Including LLC Agreements, 3rd ed.  Robert L. Whitmire, et al.  Valhalla, N.Y.: Warren, Gorham, and Lamont, 2003-.  KF 6452.S78 2003—Law North (Forms on Disk on Law Reserve—same call number)

One-volume looseleaf treatise on drafting partnership agreements, including an introductory section on drafting concepts and an appendix with many different sample agreements. Also available on Westlaw (WGL-SDPA).

 

Understanding the Securities Laws, 3rd ed.  Larry D. Soderquist.  New York: Practising Law Institute, 1993.           KF 1439.S63 1993—Law North

Looseleaf treatise that offers a good introductory discussion of securities law.

Warren’s Forms of Agreements.  Oscar LeRoy Warren, Gloria C. Markuson, and Gladys Glickman.  New York: Matthew Bender, 1954-.  KF 886.W37—Law North

Eight-volume looseleaf set.  Volume 1 contains a good introductory chapter on general drafting considerations as well as individual chapters on LLCs, corporations, partnerships, and joint ventures, each with sample forms.  Also available on Lexis-Nexis (WARRNF)

 

Journals

 

American Business Law Journal  Library has v.1(1963)-present; also available electronically through Lexis, Westlaw, and OhioLINK Business Source Premier

Official publication of the American Business Law Association

Business Entities  Library has v.1(1999)-present; also available electronically through Westlaw (WGL-BUSENT)

Published by Warren, Gorham, and Lamont; formed from the union of The Journal of S Corporation Taxation, The Journal of Partnership Taxation (library has v.1-15), and The Journal of Limited Liability Companies (library has v.1-5).

Business Law Today Library has v.1(1992)-present; also available electronically through Westlaw and Business Source Complete

Bimonthly publication of the ABA’s Section of Business Law; news magazine that contains “quick updates for busy professionals.”

The Business Lawyer Library has v.1(1946)-present; also available electronically through HeinOnline

Quarterly publication of the ABA’s Section of Business Law; contains articles of interest to the business lawyer, including case law analysis, recent trends, and annotated listings of recent literature.            

The Journal of Corporation Law  Library has v.1(1975)-present; also available electronically through HeinOnline, Lexis, Westlaw, and OhioLINK Business Source Premier

Quarterly publication of the University of Iowa’s College of Law.

Securities Regulation Law Journal Library has v.1(1973)-present

Published by Warren, Gorham, and Lamont.

 

Additional Resources

To find more print resources on business planning at the Taggart Law Library, you can search POLAR, the online catalog.  Try using one or more of the following subject headings:

Business enterprises—law and legislation—United States

Consolidation and merger of corporations

Corporation law

Limited liability—United States

Limited partnership—United States

Partnership

Private companies—United States

Securities

 

Electronic Sources

 

Lexis and Westlaw

 

Many of the formbooks, treatises, and journals mentioned in the print sources section can also be found online in Lexis or Westlaw.  You can search for these materials by title or by using the database identifiers included in the source description.

To find additional materials, you can search through both Lexis and Westlaw topically.  For example, Westlaw has topical areas of Business Organizations and Relations, Taxation, Securities, etc.  Lexis calls this feature “Area of Law—By Topic” and Westlaw calls it “Topical Materials by Area of Practice.”

If you’re looking for specific forms, you can also use the FormFinder feature in Westlaw to locate forms by topic, subtopic, and jurisdiction.

 

CCH

 

CCH’s IntelliConnect provides access to a variety of primary and secondary sources in the areas of tax and business.  Content can be found by searching or browsing.

 

Free Sources

 

There are also free online sources where you can find business planning information and forms.  Here are a few good sources:

 

 

 

  • WashLaw Web—Legal Forms:  Provided by Washburn University School of Law; links to a variety of different types of forms, including forms archives, state and federal court forms, tax forms, and various business forms.  http://www.washlaw.edu/legalforms/