Business Planning

Planning for your business.

Whether you are just starting a new business venture or you have been operating a business for years, we can assist you with your business planning needs.

Entity Advising and Formation

When starting a new business, one of the most important decisions you will make is choosing the right legal entity. The type of entity you choose will have significant legal and tax implications for your business. We can help guide you through the process of choosing the right entity, and then we will prepare and file the necessary documents to form your new business.

We can assist you with forming the following types of business entities in Texas: Limited Liability Companies (LLCs), Limited Partnerships, Corporations, and Nonprofit Organizations.

Corporate Governance and Agreements

Once your new business is formed, it is important to ensure that you have the proper agreements and corporate governance documents in place. These documents will help define the relationships between the owners of the business, establish how the business will be managed, and help protect the owners from personal liability.

We can assist you with preparing the following governance documents: Bylaws, Operating Agreements, Buy/Sell Agreements, and Annual Minutes/Board Resolutions.

Succession Planning

Succession planning is the process of planning for the transfer of ownership and control of your business to the next generation or to key employees. A well-designed succession plan will help ensure a smooth transition of your business and help protect your family’s financial security. We can work with you to design a succession plan that meets your goals for your business and your family.