Business planning
The type of business you decide to utilize based upon your needs and goals will impact the businesses day to day operations, the type(s) of taxes paid by the business and your personal taxes. We will explain the differences between the many choices of entity, including C corporation, S corporation, limited liability company, limited partnership, general partnership, and joint venture. We provide comprehensive business planning services to help you make the best decision for you. We will also coordinate with your CPA or other income tax advisors.
When you have established a successful business, especially a family business, it is also important that you plan for the succession of that business and preserve it for the next generation. We will work with you to identify and balance your business and family interests, prepare the next generation of owners and managers, and treat family members fairly when some are in the business and some are not.
Our business planning services include:
- Choice of entity
- Entity formation
- Change in type of entity
- Compliance and maintenance work, such as annual reports and minutes
- Buy-Sell Agreements
- Confidentiality and Non-Compete Agreements
- Mergers and Reorganizations
- Tax Planning
- Business Succession Planning