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PATCH
/
cases
/
{case_id}
/
businesses
/
{business_id}
Update business
curl --request PATCH \
  --url https://api.example.com/v1/cases/{case_id}/businesses/{business_id} \
  --header 'Authorization: Bearer <token>' \
  --header 'Content-Type: application/json' \
  --data '
{
  "entity_type": "c_corp",
  "business_name": "<string>",
  "state_of_formation": "<string>",
  "ein": "<string>",
  "status": "active",
  "deceased_role": "sole_owner",
  "ownership_percentage": 123,
  "estimated_value": 123,
  "co_owners": [
    {
      "name": "<string>",
      "role": "<string>",
      "ownership_percentage": 123
    }
  ],
  "has_operating_agreement": true,
  "has_buy_sell_agreement": true,
  "succession_plan": "sell",
  "registered_agent": "<string>",
  "institution_contact_id": "<string>",
  "notes": "<string>"
}
'
{
  "data": {
    "id": "01K9BO01AJ0T88HRYE78AN7BBB",
    "case_id": "<string>",
    "entity_type": "llc",
    "business_name": "Doe Family Properties LLC",
    "state_of_formation": "UT",
    "ein": "**-***1234",
    "status": "active",
    "deceased_role": "sole_owner",
    "ownership_percentage": 100,
    "estimated_value": 123,
    "co_owners": [
      {
        "name": "<string>",
        "role": "<string>",
        "ownership_percentage": 123
      }
    ],
    "has_operating_agreement": true,
    "has_buy_sell_agreement": true,
    "succession_plan": "sell",
    "professional_licenses": [
      {
        "license_type": "Real Estate Broker",
        "license_number": "<string>",
        "issuing_state": "<string>",
        "expiration_date": "2023-12-25",
        "status": "active"
      }
    ],
    "registered_agent": "<string>",
    "annual_revenue": 123,
    "employees": 123,
    "institution_contact_id": "<string>",
    "notes": "<string>",
    "created_at": "2023-11-07T05:31:56Z",
    "updated_at": "2023-11-07T05:31:56Z"
  }
}

Authorizations

​
Authorization
string
header
required

Bearer authentication header of the form Bearer <token>, where <token> is your auth token.

Path Parameters

​
case_id
string
required

Unique case identifier (ULID format).

​
business_id
string
required

Body

application/json
​
entity_type
enum<string>
required
Available options:
c_corp,
s_corp,
llc,
general_partnership,
limited_partnership,
sole_proprietorship,
dba_trade_name,
franchise,
professional_license,
nonprofit,
other
​
business_name
string
required
​
state_of_formation
string
Required string length: 2
​
ein
string

Full EIN.

​
status
enum<string>
Available options:
active,
inactive,
dissolved,
merged,
suspended,
unknown
​
deceased_role
enum<string>
Available options:
sole_owner,
majority_owner,
minority_owner,
partner,
officer,
director,
shareholder,
member,
manager,
license_holder,
other
​
ownership_percentage
number<double>
​
estimated_value
number<double>
​
co_owners
object[]
​
has_operating_agreement
boolean
​
has_buy_sell_agreement
boolean
​
succession_plan
enum<string>
Available options:
sell,
transfer_to_heir,
dissolve,
continue_with_partners,
pending_decision
​
registered_agent
string
​
institution_contact_id
string
​
notes
string

Response

Business updated.

​
data
object