Entity Formation & Maintenance

Think about it this way – Warren Buffett doesn’t just turn to Charlie Munger (his personal business lawyer) for help incorporating his business entities. He turns to Charlie before entering into any business deal that will impact the bottom line.

That’s the type of relationship we have with our clients.

We see the formation of your business entity as just the beginning of a long-term relationship in which we become the trusted counselor you turn to for help with all of your business decisions.

We don’t really like the word compliance because it seems to suggest that we are going to restrict you in some way – really it’s just the opposite.

Maintaining your business entity is about the “nutrients” of a business that is well cared for.

Through our membership programs, we take care of all the little details so you can stay creative and expansive.

At most business planning law firms the relationship ends when you sign your incorporation documents.

At [Firm Name], we see the signing your incorporation documents as only the beginning of our relationship with your business.

Over time, your business will change and grow; your ownership structure may change; and we know for sure that the law will change.

Your business documents must accommodate all of these changes to ensure your business is on track for growth and continued success.

If your business does not have annual meetings, maintain meeting minutes, have agreements in writing, or is not properly updated and maintained over time, your legal documents become worthless – worth no more than the paper they were printed on.

And the costs of failing to update your legal documents regularly are typically far greater than the cost of keeping everything current.

To help you make sure your entity is maintained properly, through our membership programs we offer ongoing strategic and tactical support to ensure your business has the continued foundation necessary for growth.

Our membership programs are designed so we can proactively monitor the activities of your business on a weekly, monthly or quarterly basis.

By doing this, we can stay on top of your business’ legal, insurance, financial and tax details so you can relax and be more creative, be more expansive and live more into the possibilities for your business knowing everything else is handled.

For more information about our unique membership programs, schedule your LIFT Your Life And Business Planning Session online.