Business Planning

Business Planning

Customized business planning that protects your business and your estate

For many small business owners, your greatest legacy is the business you will leave behind.  Its significance is greater than the financial value of the business; it represents the love and labor of you, the founder.

A comprehensive business plan, including a business succession plan, is the best way to ensure that the value of your business is preserved for future generations. Our goal is to provide you with well-deserved peace of mind by combining our legal expertise and our genuine appreciation for your needs to protect what matters most and provide you with peace of mind. We work closely with every client to draft a customized plan that addresses your specific needs, desires, and concerns.

Our Business Planning Services

Our Business Entity Formation Process

Peace of mind starts here.

One of the things that sets us apart from other firms is our business planning process. Whether you are at the formation phase or have an existing business that needs to be maintained or updated, our process ensures that we take the time to get to know you and your business, listen to your concerns, understand your needs, and make recommendations based on what best suits you and your business. Each time we interact, our goal is to move one step closer toward completing your comprehensive business plan. We want to ensure that the process is as easy and painless as possible: we hold your hand through each step and by the end have a completed product to show for it.

The business planning process starts with a 30-minute initial meeting. This first meeting is a great time for us to get to know each other. We will ask you to fill out our client worksheet and provide it to us prior to the meeting. We will review your worksheet and use it to discuss your concerns and questions. We will also discuss in detail our process and how we work with clients. This is a good time for both you and us to determine if we are a good fit to work together.

The goal of the design meeting is to dive into the details of your specific plan. We leave time on our calendar to design your plan at the end of your initial meeting. We will discuss various options regarding the entity that best meets your goals and priorities, discuss business, legal, tax, and management structures for the new entity, and give you an understanding of the key documents we will prepare for you. We will give you various choices and make recommendations based on your particular situation. At the end of the meeting we’ll have a clear blue print that we will use to form your entity.

The next time we see you will be to review and sign your documents.  We take the time to go through the documents with you to ensure that they meet your goals and that you understand them.   After the documents are signed and notarized, we’ll provide you your original documents in an organized binder, and send you electronic copies. We will also discuss the process for contributing assets to the business.

Our relationship will not end when we finish your business documents.  Because there are annual maintenance requirements, it is necessary to ensure the entity is kept up to date so it will meet your goals.  All too often, businesses are not kept updated and they are involuntarily dissolved, or worse, do not meet your asset protection goals.  In order to ensure your business meets your goals, there will be annual requirements such as an annual meeting and annual franchise tax filings.  We believe that an ongoing representation designed to ensure your business is kept up to date is the best way to meet the goals you set when you created it.

As your business grows, you may need help with day-to-day transaction work, including buying or leasing real estate, business loans, purchase or sale of major assets, and adding new partners.  We are here as your trusted advisor to help when you need additional advice and counsel for your business.

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