WILLIAM
   NGUYEN

Independent Document Review & Business Consulting

With 14 years of diverse professional experience across startups, mortgage and construction banking, marketing, and executive operations, I offer practical, multidisciplinary insights into legal and business documents. While I am not a licensed attorney and do not provide formal legal advice, my services deliver objective, preliminary reviews from a real-world perspective—helping clients identify potential risks, ambiguities, inconsistencies, and opportunities for improvement before consulting qualified counsel.

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Core Expertise

• Mortgage underwriting and construction financing (structuring transactions, reviewing loan agreements, closing packages, and related documentation)

• Marketing strategy and contract review (promotional materials, vendor agreements, service contracts)

• Business legal research and analysis

• Executive support as a C-suite assistant (timely, clear and concise communication)

• ​Development and refinement of operational policies and procedures for efficiency and compliance

• Contract closing review (verification of execution, completeness, and post-closing obligations)

• Pre-Divorce Preliminary Analysis (informed review of prenuptial and postnuptial agreements)

• Tech entrepreneurship (2011–2015): business startup operations, technology development, funding agreements

• AI tools and integration (workflow automation, document processing, operational efficiency)

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Services Offered I provide cost-effective, preliminary support in the following areas:

• Independent reviews of loan and financing documents, AI-related contracts, marketing/vendor agreements, closing packages, and technology-driven documentation.

• Red-flag summaries and risk highlights

• Negotiation preparation and closing checklist verification

• Compliance overviews and operational policy development/review

• Marketing assessments

• Business legal research summaries

• Litigation supports

• Basic guidance on AI tool integration for business processes

• Executive-level documentation support

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My goal is to give you a clear, actionable understanding of your documents and situation, enabling you to ask more informed questions of your attorney and potentially reduce overall legal costs.

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Important Disclaimer All insights are for informational and discussion purposes only and should not be relied upon as legal advice. I strongly recommend consulting a licensed attorney in your jurisdiction for definitive guidance.

***Availability is limited—please book appointments in advance.