Business Planning

Painting of a stream meant to be illustrative of business planning.Within the context of estate planning services or as a separate engagement, we can assist with all aspects of planning throughout the life cycle of a business, including the following:

  • Entity Selection and Formation
  • Corporate Articles of Incorporation and Bylaws
  • S Corporation Elections
  • LLC Articles of Organization and Operating Agreements
  • General and Limited Partnership Agreements
  • Income Tax Issues
  • Estate and Gift Tax Issues
  • Annual Meeting Minutes
  • Service as Registered Agent
  • Succession Planning
  • Buy-Sell Agreements
  • Redemption Agreements
  • Sale and Liquidation