How We Work With Businesses

Entity Formation & Maintenance, Business Succession Planning, & More.


At our office, we take a tailored approach to forming business entities. We don’t believe in one-size-fits-all solutions. Before establishing your entity, we get to know you, your business, and your long-term goals.

We ask the right questions to determine the best tax structure, ownership model, and contingency plans for your business. Our guidance covers where to form your entity, the entity type, banking setup, insurance needs, and essential agreements.

We don’t just provide legal services; we establish a long-term relationship to help with ongoing compliance, strategy, and support. While many law firms consider their role done after incorporating your business, we see it as the beginning of a long partnership.

Your business will evolve, and laws will change. Without regular maintenance, legal documents become obsolete. Our membership programs ensure your business stays current and maintains a solid foundation for growth. We offer ongoing strategic and tactical support, including monitoring your business activities.

We’ll assist you in leaving a legacy that goes beyond finances. Your intellectual, spiritual, and human assets are equally important. We’ll ensure your values, insights, and experiences are passed on to your loved ones through a unique legacy process.

Our commitment extends to helping you make informed decisions when considering new business deals or expansion opportunities. We’ll also assist in protecting your intellectual property, trademarks, copyrights, and more.

Insurance is another essential aspect of your business that we address. We’ll help you determine the right type and amount of insurance for your business and personal needs. Having the proper insurance in place is essential for protecting your family, partners, clients, and yourself.

Hiring, training, and firing team members can be complex, but we guide you through it, helping you mitigate risks. We ensure you have strong financial systems in place, which will not only save you money but also reduce uncertainty and promote good decision-making. Our support extends to working closely with your CPA for effective tax planning and savings.