Creating and running a business is an endless stream of challenges, conflicts, and opportunities. We want to help you be ready for all of them.
BUSINESS PLANNING
Formation & Incorporation
Choosing the right legal structure is critical to a business’ success. We guide you through choosing the right structure for your entity, filing the necessary documents, and helping set the foundation for long-term protection and growth.
Creating Governing Documents
Without clear operating or shareholder agreements, misunderstandings and internal disputes are far more likely. These documents ensure everyone understands their roles, rights, and responsibilities from the start.
Protection of Assets
Business owners often fail to adequately separate personal and business assets or forget to update insurance and liability strategies over time. Smart legal advice will help you put safeguards in place to protect what you’ve built.
Succession Planning
What happens when you’re no longer in charge? Without a transition plan, your business’s future could be at risk. Succession planning ensures continuity — whether you're retiring, selling, or preparing for unexpected events.
Do You Have All the Recommended Governing Documents?
There’s a difference betwen “required” and “recommended.” You might be able to get away with meeting the bare legal requirements, but that doesn’t mean doing so will be enough to protect your business.
Documents like operating agreements, buy–sell provisions, and clear management policies go beyond compliance — they set expectations, prevent disputes, and give you a roadmap for growth. Without them, you risk confusion, costly disagreements, or even the collapse of hard-earned progress.
We can help ensure your business has all of the governing documents you really need. So your business can run smoothly today — and will be safeguarded against tomorrow’s challenges.
Step 1
Schedule a Free Consultation
Reach out and set up a time for us to talk with each other. We won’t know if it feels like a fit until we get to talk.
Step 2
Collaborate on an Estate Plan
Our team learns about you and your unique needs so we can work with each other to help you design your ideal plan.
Step 3
You Are Set Up for the Future
We’re committed to making sure you understand and feel confident in whatever plans we help you to create.
