Business Planning

• Serve as outside counsel for a business.
• Counsel on forming a business, how to advantageously structure it, and how to raise capital.
• Prepare all documents to form a corporation, partnership, or sole proprietorship.
• Prepare all minutes of annual, periodic, or special meetings of corporations, partnerships or sole proprietorships.
• Prepare fringe benefit packages for businesses to maximize tax savings.
• Prepare copyrights, patents, trademarks and trade names.
• Prepare corporate documents to liquidate, merge, or sell a business.
• Advise clients on common commercial problems.
• Structure agreements with supervisory employees (key persons), non-supervisory employees, independent contractors, and customers/clients.
• Set up procedures for settling disputes within and outside the business.
• Facilitate and conduct effective business meetings.
• Perform "audits" of legal documents involved in a business and make recommendations to bring the structures and moves up to the state of the art.
• Design and implement buy and sell agreements.
• Set up foundations, non-profit corporations, and other charitable structures.
• Handle the transfer of all assets and rights between persons, businesses, and other legal structures.
• Involve, train, and coordinate a team of business advisors, including bankers, management consultants, financial planners, accountants, life insurance underwriters, property and casualty underwriters, and marketing consultants.
• Advise on techniques for collecting debts or protecting a business against the collection of debts.
• Advise on how to document the financial status of a business so it will qualify for lines of credit or loans.
• Advise and arrange for retirement plans: pension, profit sharing, Keogh, IRA, 401(k), thrift plans and ESOP.
• Prepare detailed business plans for tax reduction, legal problem avoidance and greater profitability.
• Prepare documents to avoid lawsuits, to mediate, arbitrate or otherwise assist in settling business disputes without lawsuits.
• Prepare agreements for the sale of business enterprises and routine business agreements for sale or leasing of goods and basic Uniform Commercial Code forms and transactions.
• Prepare promissory notes and various collateral agreements, mortgages, deeds of trust, agreements for sale, subdivision trusts, and personal guarantees, and otherwise handle loan transactions.
• Assist clients in qualifying for loans.
• Handle real estate sales, financing and construction, including the preparation of escrow instructions, purchase agreements, option agreements, easements and the assessment of preliminary title reports.
• Handle leasing transactions.
• Tax advice and counseling for mergers and acquisitions of a complex type.

Related Preventive Law Studies

• The Fifteen Necessary Elements for a Corporation to Hit the “Black” of the Target
• How to Bring Pizzazz and Efficiency to Corporate Meetings
• Preparing A Business For Sale Makes It Healthy: A Checklist of Steps to Prepare a Business for Sale
• How an Outside Board Of Directors (Of at Least Three Directors) Will Assist a Business to Be Successful

• Checklists

• Checklist for Business Objectives: Keeping Ahead in the Business Game by Planning Your Business Objectives
• Checklist for Shareholders, Members and Partners Agreement
• Checklist for Business Objectives: Keeping Ahead in the Business Game by Planning Your Business Objectives
• Checklist of Documents Needed to Establish the Legal Efficacy of a Business Entity

Legal Architectural Blueprints

• The Optimum Business Structure