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ApexClerkApex Corporate Services, LLC
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For CPAs & advisors(207) 200-5118

5 or more entities

One renewal date. One bill. Every entity accounted for.

A portfolio does not fail all at once. It fails one entity at a time — the one whose report nobody filed, in the year nobody was watching. Consolidating gets everything onto one calendar and one invoice, and tells you where you actually stand.

  • Every entity on a single renewal date
  • Standing checked against the state's record
  • One invoice a year, not one per entity
  • Whole-book migration handled by us

Who this is for

Built for people who lost count.

If you can't say off the top of your head how many entities you have or when each one's report is due, this is the page for you.

Property portfolios

An LLC per building, formed in different years, each with its own anniversary and its own chance to lapse quietly.

Holding structures

A parent and its subsidiaries, where a single missed filing can complicate a financing or a sale at the worst possible moment.

Firms managing client entities

Accountants and advisors who ended up as the compliance department for other people's companies.

Prefer to talk it through?

(207) 200-5118

Monday–Friday, 9:00am–5:00pm ET

Get a quote

Tell us roughly how many entities and which states. We'll come back within one business day with a number for the whole book.

We'll only use this to reply. No mailing list.

Migrating a book

How a portfolio move actually goes.

  1. 1

    We inventory what you have

    Give us the list, or just the owner name — we can pull the entities from the state's record and tell you what is actually out there, including any you had forgotten.

  2. 2

    We file the changes

    One change of agent per entity, filed as a batch. We pay the state's change fees. You get a running list of what has cleared.

  3. 3

    Everything lands on one date

    Renewals are aligned, the annual report calendar is ours from then on, and you get one invoice a year.

Questions

About portfolios

How is portfolio pricing different?
It is quoted rather than listed. The cost of serving twenty entities for one owner is not twenty times the cost of serving one, and the pricing reflects that. What it looks like depends on the number of entities, the states, and whether they all renew together.
Do I have to move them all at once?
No, though it is usually simpler. We can migrate the whole book in one pass or work through it in batches — either way we report back as each entity clears the state.
Can everything renew on one date?
Yes, and it is the main reason people consolidate. We align the renewal dates so there is one invoice a year instead of a trickle of them, regardless of when each entity was originally formed.
What if some entities have lapsed?
That is common in a portfolio and it is worth knowing before it matters. We check each entity's standing against the state's record as part of the migration and tell you plainly what we find.