Business Planning in Cary, NC
From Creation to Succession
Properly planning your business, from initial creation to succession to your beneficiaries, requires a strategic and in-depth analysis of your needs and goals, both for your business and for your family and loved ones.
Leaving your job and going off on your own, turning your side project into a career, or just formalizing your existing business. We can create the business entity that's right for you.
- Limited Liability Companies
- Professional Entities
Setting out the roles and responsibilities of the business owners and managers is extremely important for the day-to-day operations of the business, and for transactional purposes: buying, selling, binding the business, etc.
- Operating Agreements (LLCs)
- Shareholder Agreements (Corporations)
- Partnership Agreements (Partnerships)
You don't want a stranger as a business partner, do you? Care to set out buy-out and options rights before it becomes an issue? Buy-Sell Agreements can be a vital tool in maintaining the continuity of the business if the personal relationship of the owners goes sour, or in the event of retirement.
Putting a plan in place for your death and disability is crucial if you want your business to survive you. Limited powers of attorney and estate planning can put a seemless succession strategy in place.
Professional Practice Planning
We provide full-service business and estate planning services for licensed professionals as well.
Just starting your career under the wing of an established practice? Or making a lateral move from one practice to another. We can assist you with any or all of the following:
- Employment Agreement Reviews
- Non-Competition/Non-Solicitation Agreement Reviews
- Personal Asset Protection and Estate Planning
Whether you're hanging your own shingle, starting a practice with one or more colleagues, or buy/buying into an existing practice - we can be your advocate and lead you through the legal process, including:
- Entity formation
- Employment Agreements
- Non-Competition Agreements
- Purchase Agreements
- Operating/Partnership Agreements
- Real Estate Needs