Business Planning


The best way to get started is to quit talking and start doing.

~ Walt Disney, Co-Founder Disney


Business Planning

We offer guidance in all phases of the business cycle including business formation, operation and succession planning.


Business formation

Structuring your business correctly is critical. It can mean the difference between losing everything to an unforeseen event, like a liability lawsuit, and preserving the viability of your business and protecting your assets. Correct business structuring can also open a world of opportunities for increasing the value of your business and allow family members to share in the value of the business without having to break it up or be unfair to other family members.


  • Sole-Proprietorship
  • Corporations
  • S-Corporations
  • Limited Liability Company
  • Partnerships
  • Limited Partnerships
  • Business Documentation (Articles of Incorporation, Articles of Organization, By-Laws, Operating Agreement, etc)



Business Operation

The need for legal counsel does not end with structuring the business. Business owners need ongoing advice on many issues including company policies, compliance, employment agreements, and lease agreements


  • Annual minutes
  • Annual Reports
  • Contracts



Business Succession Planning

Every business owner leaves the business someday. Whether it happens at a time you choose or happens unexpectedly, you’ll rest easier if you know you’re prepared and know that your business, and all who depend on it, won’t suffer when you’re no longer there to run things.


  • Buy/Sell Agreements
  • Establish Family Limited Partnerships
  • Shareholder Agreements
  • Owner Estate Planning




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