Business planning is about forming your business in a manner that best suits your needs, ensuring proper management and instructions are in place in case something happens to you, and/or preparing a sound transition plan so that your business is in the best position to succeed with future owners at the helm. The best plans will align itself with your estate, tax, family, and life plans. Our firm has helped business owners plan for succession and transition over several generations.

Some representative areas of our practice includes:

• Formation of business entities (Corporations, LLCs, FLPs)
• Succession or sale of a family owned business
• Tax-free reorganizations and business tax planning
• Buy-Sell agreements
• Estate planning for businesses, franchises, or speciality practices such as physician practices and 8(a) entities
• Family meetings to facilitate buy-in to a business succession plan

Please contact us for more information. We’re here to help.