Business Planning and Formation

We collaborate with your accountants and other advisors in designing, building, and implementing business models.

Our business experience and strong communication skills enable us to make complex structures and recommendations simple. Whether you are a solo-owned company or a large organization with multiple classes of investors, we can help design the business model that will position your company to meet its short and long term business objectives. Our services include:

  • Creating Business Models
  • Designing Tailored Arrangements Between Owners
  • Customized Corporate Controls
  • Entity Formation
  • Obtaining EIN (Tax ID)
  • Consents and Other Governing Documents
  • Ownership Agreements
  • Buy-Sell Agreements
  • Voting Agreements
  • Capital Contribution Agreements
  • Non-qualified stock option plans
  • Phantom stock agreements