My business and investment planning services are tailored to meet your specific needs. My focus is evaluating the risks unique to your business or investment and advising you on the appropriate steps to minimize those risks.
Business Planning
Every business, from a small sole proprietor to a large multi-national corporation benefits from proper planning. My business planning services focus on managing a business owner’s legal risks and tax obligations.
At a minimum, proper business planning focuses on the following areas:
- Limiting Liability
- Asset Protection
- Organizational Structure
- Operational Due Diligence
- Intellectual Property protections
The breadth of planning required for you will depend upon the type of business you run and the risks involved in that endeavor.
Investment Planning
An investor often has different concerns from an active business owner. My business planning services for investors focus on managing an investor’s legal and non-legal risks as well as their tax obligations.
Some of the common issues addressed in proper investment planning:
- Structuring the investment as debt or equity
- Company re-structuring options to facilitate investment
- Negotiating investment terms
- Drafting investment documents
- Due Diligence investigations of potential investment companies
- Options to accommodate different classes of investors
Adequate planning plays a huge role in making sure you can enjoy your investment knowing you have limited the risks involved.