Business Formation

• Chose type of entity (S or C Corporation, LLC, Partnership, Sole Proprietorship)
• Formation of the Entity
• Prepare Bylaws/Operating Agreements
• Prepare Minutes
• Elect officers, directors managers
• Issue and register stock
• File Statement of Information
• File S Corporation Election
• Obtain business licenses
• Advise client re: business formalities

Business Operations

• Review and negotiate leases
• Draft and review contracts
• Advise client re: transactions
• Issue shares to new shareholders
• Prepare shareholder agreement
• Advise re: expansion
• Business tax planning
• Retirement and insurance needs
• Annual meeting minutes
• File annual statements

Business Succession

• Advise clients re: sale of business
• Prepare Buy Sell Agreements
• Dissolving company
• Business estate planning
• Preparing heirs to take over business
• Retirement planning