Business Planning

We advise owners of closely held and family owned businesses. We work with business owners and their families in forming business entities (including corporations, partnerships, and limited liability companies (LLCs)) and preparing buy-sell and shareholders’ agreements. We guide clients in business succession planning, including gifting, sales of stock, and the management of business entities. Our counsel focuses on maximizing the business’s success, minimizing taxes, and protecting assets.

Recent engagements include: