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Business Planning

You built it.
Let us help you protect it.

We can create and implement an effective business continuity plan to preserve the wealth and success of a business for the future.

We recognize that each business owner has unique business objectives, as well as personal goals regarding the business assets.  We can assist you to create a customized estate planand business succession plan and give you advice on what options are best suited for your specific needs.

Business Formation

Starting a business is exciting.  Finding out that you started on the wrong foot or missed an opportunity to structure your business in the most advantageous way is frustrating.  We help clients understand the options and make the best decision for their unique situation.  We also make sure that business owners get the personal liability protection they seek.

Business Succession

When a small business owner decides to retire, it can be very confusing as to how they will get the value out of their business.  Whether they are handing the torch to a child or trying to sell the business to a key employee, we have experience helping small business owners navigate these critical decisions. 

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