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Practice Areas

Business Planning

The best estate plan includes a business plan.  They go hand-in-hand.  You can reduce taxes on the transfer of wealth and enhance asset protection.  We offer strategies that include:

Entity choice and creation

Choosing the right kind of entity (S corporation, C corporation, LLC, LLP)and choosing the right state in which to create them can be crucial in giving our clients the best asset protection and tax advantages.

Maintaining and updating corporate records

Failing to maintain corporate records or file reports in a timely manner can cost business owners the asset protection they have so wisely put in place.  By providing this service to our clients, we ensure they do not lose their limited liability protection.

Buy-Sell Agreements

A good Buy-Sell Agreement creates a plan for the business in the event an owner dies, becomes disabled, retires, or leaves the business for any reason.  It provides a way to sell the business interest thereby providing cash in a time of need.  It also protects the management team and the continued success of the business.

Non-Compete and Non-Disclosure Agreements

It is essential that our clients protect their businesses and their intellectual property.

Sales, Mergers and Acquisitions

Careful structuring of these transactions is the heart of continued business success.