Business Planning

We represent small and medium-sized, closely-held businesses. Our services include forming a new entity or representing our clients in the purchase of an existing business. We counsel clients in negotiations with third parties, financial institutions and government agencies. We prepare all internal governance documentation, including corporate by-laws, meeting minutes, employment agreements, independent contractor agreements, shareholder agreements, operating agreements and buy/sell agreements.

We are especially attuned to the unique circumstances and dynamics associated with transferring a family owned business from one generation to another. The family’s needs and objectives are taken into consideration and weighed in conjunction with income, gift and estate tax implications.

To set up an appointment, contact us today.

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