Planning for the Business You Count On

We support solopreneurs, micro/small business owners, and nonprofit organizations to gain a peace of mind about the operation of their business. We are committed to providing legal service in a way that is accessible and uncomplicated because we know this vital, but often underserved, population deserves excellent legal support and protection as they play a critical role in our communities.

Business guidance begins with an assessment whether you are not quite off the ground yet or you have been in business for years.

As holistic business advisors, we are equipped to go beyond putting in place legal documents or acting reactively. Instead we give you the peace of mind of knowing you have set your business up right from the start, and if needed, we will assist in filling in the gaps if already operational. This is to ensure that you are positioned to avoid problems later and grow.

We focus on the details so you can maintain your high-level creative focus on growing the company and in serving the right clients and customers.

 

OUR SERVICES

BUSINESS FORMATION

A solid business foundation starts with choosing the proper business model or navigating a new one; and maintaining it for growth and continued success.

CONTRACTS & AGREEMENTS

Negotiate and draft clear agreements to get all parties (clients, vendors, team members, or partners) on the same page and avoid conflict.

COMPLIANCE

Receive support while growing online with appropriate terms and conditions, privacy policies, and compliance with communications and advertising regulations.

We also help businesses reduce their exposure to risk and to become audit-ready by developing a corporate compliance program.


BUSINESS SUCCESSION PLANNING

Four people at work with aprons

As trusted business advisors, it’s our aim to proactively assist you in planning for success and growth as early as possible and minimizing the risk that comes with owning a business.

Likewise, we help you plan for the time when you no longer want nor able to manage the business. Business succession involves planning for someone to either own or run your business after you retire, become disabled, or deceased.

Business succession planning (of which estate planning is a key component) should be an ongoing conversation throughout the life of your business. What can we do today to make sure your business can and will continue to thrive? Whether you’re managing a health crisis, after it's sold, or when you pass it on to loved ones after you are gone, thoughtful estate planning for business owners is necessary.

Our estate planning process supports small business owners who desire to leave their loved ones with a legacy that is meaningful, easy to manage (or cash out), and supportive.