For many business owners, their most valuable financial asset is their business.  If you are starting out or are a seasoned professional looking to expand, you know that the lifecycle of a business has many important legal milestones.  No business succeeds without hard work and planning.  We know that our business clients are looking for customized business planning that will generate the greatest return on their investments, protect their families and businesses from liability, grow the business, and protect against financial setbacks. 

We will help you maximize the control and protection of your business with our combination of experience and knowledge.

• We will assist you in the choice and formation of your business entity and business structure
  
  Choosing the right kind of business entity (S corporation, C corporation, LLC, etc.) is crucial for the best asset protection and tax advantages. 

• We will assist you in preparing agreements that plan for the day-to-day operations of a business, plan for a business co-owners potential disability or death, incent and motivate employees, and prepare for the transfer of a business:
  
  
  • Buy-sell agreements
  • Deferred and Other Executive Compensation Agreements
  • Key Employee Retention Strategies/Agreements
  • Shareholder control agreements
  • Voting agreements
     
•  We also provide general legal counsel to businesses and individual business owners regarding
   
  • Purchase or sale of a business
  • Ownership issues
  • Coordination of estate and business plans
  • Tax planning
  • Dissolutions

Your Corporate Counsel Advantage™

We have developed a strategic program to meet your unique needs as a business owner.  Program membership includes the continued legal services necessary to help you protect, grow, and manage your business.  Through the Your Corporate Counsel Advantage™ program, you can enjoy all the benefits of having your own in-house counsel without having all the associated costs.

Your annual fee is based on the size of your business and the types of legal problems you regularly encounter.  Your annual fee entitles you to the following benefits:

1.    The Strategic Legal Audit™

• We learn about your business, analyze your current legal risks, and determine your immediate legal needs.

2.    The Annual Corporate Protection Maximizer™

• We ensure that your corporation is being used properly to protect your assets and provide you with access to a full range of legal services for your business.
• We serve as your legally required Registered Agent and provide ongoing corporate maintenance, annual minutes, required filings, by-laws, and corporate resolutions.

3.    The One Quick Question Solution™

• We will reduce your legal fees by giving you the ability to call us or ask us as many legal questions as are necessary, free of charge, to address the situations that may arise in your day-to-day operations.

4.    The Controlled Fee Promise™

• For extraordinary legal matters that are outside the scope of the One Quick Question Solution™, we will bill you as a preferred member at a 20% reduction from our regular hourly and flat fee rates.  We also provide capped flat fees for several legal strategies, tools, and processes.

5.    The One Year Focus Advantage™

• We meet with you at least once a year, in an intense, focused brainstorming session to strategize with your CPA and other professional advisors on key issues that help you grow your business.  We’ll measure your progress, address new roadblocks that might have arisen, maximize your current opportunities, leverage your strengths, and update your Strategic Roadmap for the upcoming year.

Our Corporate Counsel Advantage™ program is designed to help business owners reduce their legal risk of exposure to lawsuits while strategically growing their business and minimizing their legal costs.  To learn more please go to the Your Corporate Counsel Advantage™ page.

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Buy-Sell Agreement Checklist

Getting Started:  Business Planning