New Business Formations and Organizational Changes

an overhead shot of a group of people discussing organization at a conference table

New Business Formations
& Organizational Changes

 

Thinking of owning your own business? Opening a business is exciting and thrilling. It’s everything that comes after the excitement and thrill have worn off that dictates whether your business will be successful. A methodical plan of action is needed to fulfill your dream or goal of being your own boss and achieving financial independence. We can assist you in all phases of your business whether you are just opening it, expanding, or looking to retire.

Our services include…

  • Selecting a business structure that best fits your needs
  • Forming legal entities
  • Assisting with the preparation of organizational setup documents
  • Applying for federal and state ID numbers
  • Strategizing whether to operate with employees or subcontractors
  • Planning for home office, auto mileage, meals, and other allowable deductions
  • Merging or acquiring other businesses
  • Succession planning when nearing retirement
  • Reviewing of buy/sale agreements
  • Performing business valuations