From inception to succession, business planning requires skillful thought and strategy. If you are just starting business, the structure you choose will impact operations, taxes, potential partnerships and exit planning.
For clients who already own businesses, deciding what to ultimately do with them and when may be a difficult decision. The demands of day-to-day operations in a company sometimes cause business owners to delay tactical planning for the eventual business transfer. This is especially so when business owners begin to think about parting with something that has become an important part of them and their identity.
Our attorneys at Anderson & Jahde understand how to help entrepreneurs design and implement strategies for successful business planning along the timeline of business ownership and transfer. Whether you need help with entity creation, buy-sell agreements, operating agreements, exit or succession planning, minimizing transfer taxes, maximizing business value, or how to address family transfer planning, we are here to assist. We work with your CPAs, financial planners and other trusted advisors to help you align wealth creation found in your business with what is important to your life on a personal level in overall estate planning.
We help business owner clients navigate through all phases of business planning, including:
- Start up
- Foundational planning
- Tax efficiencies
- Family-owned businesses
- Multi-owner businesses
- Life and disability insurance needs
- Affected party discussions
- Integration with estate planning
- Planning updates
- Business sale or transfer
We are experienced planning attorneys and are here to when you need us. Call us today to help with your business planning needs.