Small Business Planning and Advising

In this golden age of entrepreneurship, a generation of small business owners are now looking to create legally sound entities, solid partnerships and plan how to leave their business as a legacy. We provide the guidance you need to ensure your business is protected and advise on questions you may not even know to ask. As your trusted advisors, you’ll receive individualized attention and peace of mind that your business is set up for a successful future.

Business Planning Strategy Sessions

Meet with us for a 60- or 90-minute strategy session. This is a great opportunity to get your questions answered about the type of entity you should form, how to build your packages of services, what types of contracts you need, whether you should hire employees, and (almost!) anything else you can think of. These sessions are often used by business owners who are just starting out and can be a helpful set of “fresh eyes” for someone who has been in business for a while or who needs a change.

Contract Drafting & Review

We work with you to ensure your contracts are clear, thoughtful, and useful while making sure you and your business are protected.  This might mean revising existing contracts or starting from scratch.

Partnership and LLC Manager Agreements

Having a conversation with your business partners about how you’ll run your company and who should play what role is important to avoiding fights or disagreements down the road. We can help you have those conversations.

Succession Planning

Figuring out what comes next is important too – we can help you make decisions about whether to sell (and to whom) or whether to dissolve your business when it’s time for what’s next.  We can also help you figure out how to include your business in your estate plan in the event of death or incapacity.

We’re here to help you.
Schedule your complimentary consultation today.

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