Our Business Planning practice consists of advising and representing clients in the areas of business formation and corporate counsel. We serve as corporate counsel and business adviser to many small and medium-sized closely held companies that emerge as start-ups and grow into mature companies.

We also help those business owners plan their exit strategies. This could entail planning to sell the business and retire or pass it on to the next generation. There are many tax and legal issues to consider not only when running a company but also when exiting a company. We are here to help guide you and work with your other planning professionals to ensure you make all the right moves.

During the life of a business it is often necessary to implement other strategies such as share holder agreements or buy-sell agreements. We represent our business clients in these areas as well to make sure they are making the right choices for their business.