Our Business and Sucession Services Include:

Business Formation & Structure

We help you choose the right entity, establish clear ownership and governance terms, and build internal controls that scale with your operations. Our services include:

  • Entity selection and formation (LLC, corporation, partnership, professional entities);

  • Operating agreements, shareholder agreements, and partnership agreements;

  • Corporate resolutions, governance documents, and internal voting structures; and,

  • Capital and equity planning.

No templates, tailored documents built around your goals and business realities.

Succession & Continuity

Whether planning for retirement, unexpected events, or generational transition, we create strategies that preserve value and minimize disruption. Services include:

  • Business succession plans;

  • Buy-sell and continuation agreements;

  • Executive transition planning and key-person strategies; and,

  • Alignment with estate and tax planning.

Strong Structure. Smooth Transition. Lasting Legacy.

A business shouldn’t rely on handshake deals or hope. We help you build clarity, protect ownership, and plan for leadership continuity, so your business thrives today and endures tomorrow.

Schedule a consultation to plan confidently for the future.