Business Planning Solutions

We offer help and guidance to business owners, whether you are just starting out or you are experienced.   Working closely with your accountant and other advisors, we will counsel you through the best strategies for your success.

We offer the following services:

  • Exit Planning – planning for your exit from your business
  • Entity Creation – creating a new business entity for your business, including corporations and LLCs
  • Entity Maintenance – help keeping your books and records up to date, including Annual Minutes
  • Buy/Sell Agreements between shareholders or members
  • Tax planning and wealth preservation strategies
  • Updates as necessary
  • Educational programs

Contact Us for your next move.