Business Planning

Business owners are a rare breed. They understand the importance of integrity, trust, communication and most of all, hard work. Our firm is built on these principals. With 25+ years of experience we are especially qualified to understand the issues surrounding the small business owner. We offer a wide range of services to help you protect and preserve the business you have worked so hard to build:

  • Formation of Corporations – LLC’s – Partnerships
  • Business Counseling & Planning Strategies for Privately Held Businesses
  • Business Succession Planning
  • “Graceful” Business Exit Planning
  • Buy-Sell Agreements
  • Purchase and Sale of Businesses

Chances are, as a business owner you are not just concerned with yourself, you are providing for your family and passing the business to your children as well. This is why you should never underestimate the importance of stepping back to evaluate where you have been and to plan for where you are going. Let’s explore different ways that you can sell your business to your children, maintain your current income, make it easier for the business to finance the purchase, and establish a lower overall tax situation. Our office can help business owners fix messy situations as well as identify and tackle potential issues before they become problems.

Contact our office to find out how we can contribute in the planning of your business.

Additional Resources

Business Planning Questionnaire
Strategies For the Family Owned Business