Business Planning

We can help with the different phases of your business planning.

We help our clients with the formation of their business entity, including:53615_4902

  • selection of the proper entity — partnership, corporation, limited liability company
  • filing of the necessary paperwork
  • preparation of the necessary internal documents — operating agreement, bylaws, buy-sell provisions, minutes

We also assist our clients with the ongoing support needs of their business, including:

  • maintaining and updating corporate records
  • shareholder, partnership, and operating agreements
  • buy-sell agreements
  • contract preparation and review
  • asset protection planning

Finally, when you are ready to retire or sell your business, we assist with the business succession planning, whether it be a sale or transfer to

  • family member
  • key employee
  • charity
  • third party

We can provide the planning and solutions you need. Let us help you put together a comprehensive business plan that will meet your goals and objectives.