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GIVE YOUR BUSINESS THE PROTECTION IT DESERVES

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Many of our clients are business owners. We are business owners ourselves.

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We help you design, implement and maintain effective plans to help you reduce your personal liability, preserve all viable income tax deductions, facilitate you retirement, maintain family harmony, retain key employees and minimize taxes.

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And, most importantly … we ensure that your business has the proper foundation to allow for maximum growth with minimal risk to you and your loved ones.

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SMALL BUSINESS SERVICES

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SCHEDULE AN APPOINTMENT

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Choose from the appointment types below & see how we can help you achieve your goals!

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Biz Formation
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Imagine this: You have a GREAT business idea and you’re ready to get going.

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What do you do next?

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What you should do next is decide what type of business entity is ideal for what you are wanting to do and accomplish. Choosing the proper business entity for your business is vital to the success of your business idea.

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With almost no exception, the best course of action is to organize as some type of legal business entity, not as a sole proprietor.

BUSINESS ENTITY FORMATION

Do you want your home, personal bank account, and retirement savings on the line for a business liability? If the answer is no, then you do not want to be a sole proprietor.

WHAT TYPE OF ENTITY IS BEST FOR YOUR BUSINESS?

Many factors come into play when deciding what type of entity is right for your business, including:

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The extent of protection from personal liability that you are seeking

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The desired tax treatment of your business profits and take-home income

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Management Structure

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Whether you anticipate adding future equity partners

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Capitalization

State laws determine how particular entities should be set up and conduct their business. These laws are very specific and set out the legal responsibility of each business form

In addition, depending on your county and locale, other taxing authorities and regulatory agencies may also have regulations with which your business must comply.

WE TURN OVER EVERY STONE

We ask you the questions you may not even know to ask so that you do not worry that you are missing something.

 

And then we discuss your options with you in a way that allows you to know you are making informed decisions about the common questions that come up with proper business planning:

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Where to form your entity

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What type of entity to form

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How to set up your bank accounts

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What type of insurance you have & how much you need

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Which agreements wou need immediately & which can wait

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How to protect your intellectual property & whether to own it in a separate entity from your operating assets

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How to work with your CPA for maximum tax savings, and more

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SCHEDULE AN APPOINTMENT

Choose from the appointment types below & see how we can help you achieve your goals!

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ASSET PROTECTION

We assist our clients in determining the appropriate level of asset protection planning for their particular circumstances. We will consider insurance, prenuptial agreements, asset segregation, choice of jurisdiction, gifting, LLCs, partnerships, corporations, and asset protection trusts.

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There are many different strategies to accomplish the protection of your assets both while you are alive and for your family after you are gone.

Gen Counsel

We proactively monitor your business so you can stay focused on the growth of your business. We focus on an integrated approach to business planning.

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Our approach covers your entire LIFT foundation and plugs all gaps.

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We help you with your Legal, Insurance, Financial and Tax issues, and we do all of this in the context of your family values and belief systems.

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"We are incentivized to be efficient, to be effective, and to help you grow."

GENERAL COUNSEL

If you have a growing business or a business you want to grow more, let’s meet one-on-one. We will share with you exactly how we can be your small business general counsel that previously was available only to the Warren Buffetts and Bill Gateses of the world.

Succession
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Choose from the appointment types below & see how we can help you achieve your goals!

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According to a recent national survey, 25% of family business shareholders who are entering their senior years have not completed any estate or succession planning other than writing a will. But succession planning for a business owner involves much more than just deciding how your assets will be split up after you pass away.

At the most basic level, a succession plan is a documented road map for partners, heirs and successors to follow in the event of your death, disability or retirement.

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BUSINESS SUCCESSION

Your succession plan can include a valuation of your business, a program for distribution of business stock and other assets, debt retirement schedules, life insurance policies, buy-sell agreements between partners and heirs, division of responsibilities among successors, and any other elements that affect your business assets.

BUSINESS SUCCESSION PLANNING PROCESS 
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SCHEDULE AN APPOINTMENT

Choose from the appointment types below & see how we can help you achieve your goals!

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