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Full Service Business Planning

We take a holistic approach to business advising. Unlike other firms that simply fill out the state required on-line forms and send you on your way, we help you design your business from the ground up. Legal is one important component, but a solid business needs to be insured, and have financial and tax systems in in place.  Setting your business up right from the start will give you the solid foundation for growth.    

Full Business Advisory

Entity Formation 

Business Succession 


Understanding different business entities and choosing a structure can be confusing. It's important to choose a structure that gives you the best liability protection with the least tax burden and still allows you sufficient management ability.  

When people think of estate planning, they often forget to plan for the future of their business. Surviving family or close friends should not be sorting through your client files when they are in shock and grief. Will the business go on?  Will it be sold, and if so, who will buy it and under what terms?  

Most businesses need a lease, customer contracts, trade agreements, and employment contracts. Too many entrepreneurs pull forms from the internet or borrow from a friend, then find themselves in trouble later when an important clause was missing or said the opposite of what they intended. We listen to your concerns, learn your industry, and provide documents that secure you and your counterpart's intention.   

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