The Challenge

Moxie manages the legal entities and state compliance for hundreds of Medspa businesses.
  • Need to track and file hundreds of annual report filings per year, all at different times
  • Each filing requires different information for each entity that also needs to be tracked
  • Moxie is growing quickly and forms several new entities per month that add to this burden
  • Beneficial Ownership Reports due for all of their customers

"We needed to form several entities per month and manage them across 30+ states. There wasn’t a streamlined way to accomplish it before we started using Discern"

Miki Lage
Head of Operations

The Solution

Moxie uses Discern to:
  • Effortlessly manage secretary of state filings for hundreds of Professional Corporations (PCs)
  • File annual reports, which are automatically created with perfect due date calculation, and pre-filled
  • Seamlessly form several entities per month - new entities are automatically added to the product for tracking and filing
  • File Beneficial Ownership Information with FinCEN in minutes, with instant evidence from FinCEN via API
  • Spend zero time on payments, which are automatic

Moxie is a fast-growing company that provides software for people to launch, grow, and manage their own Medspas. Historically, launching a Medspa was a difficult and expensive process.. Moxie helps both medical professionals and non-medical professionals who work with a medical staff to launch and scale their Medspa.

Moxie makes it easy, helping new Medspa owners form and launch their entities, and navigate the complex state-based compliance of the Medspa industry. They also provide software and support for running the Medspas on an ongoing basis, which cuts the average cost to open a Medspa for Moxie customers from ~$160k to $30k.

Moxie uses Discern for formations, Registered Agent services, as well as annual report and Beneficial Ownership filing automation, making it effortless to manage hundreds of individual businesses’ state compliance. 

Moxie called out a few key areas that Discern made a difference:

  1. Exceptional Customer Service - “Top notch, the team clearly goes the extra mile.”
  2. Easy to use product - “Product is seamless, easy to follow, easy to use. No distracting bells or whistles.”
  3. Made a complex task doable - “We were starting to manage a complex compliance task at scale, and there wasn’t a streamlined way to accomplish it before we started using Discern. We needed to be able to form several entities per month and manage them across 30+ states and counting.”
  4. Lightning onboarding - “it felt like 10 minutes, very straightforward”

Ready to see Discern?