Entrances + Exits + the In-Between

Whether with your business assets or personal assets, we help by preparing you for and handling the legal side of transitions.

Services Provided

Stage I. Getting Started:

  1. Acquisitions

  2. Starting from Scratch

Stage II. Growth and Preparing for an Exit

  1. Acquisitions

  2. Risk Audits + Strategy Sessions for Growth + Planning for a Sale

Stage III.

  1. Business Succession Planning for the Next Generation

  2. Selling Your Business

For the Wealth you have Built and Acquired:

  1. Prenuptials

  2. Estate Planning

  3. Probate

For your Business:

We offer similar services as other firms, but we deliver them differently.

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    Discovery

    We initiate each engagement with an introductory meeting so we can learn more about your business, your estate, and/or your legal needs.

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    Plan

    We then deliver a proposal for the plan to help you prepare for or get through the transition. We offer services on a flat fee basis either in package form or by subscription

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    Strategize + Implement

    We work with your to achieve your goals, working with you to strategize and implement the plans (risk reduction, value added, scaling your business or protecting your assets) or to go through the transition (acquisition, sale, probate).

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    Close

    While we may complete a project, the relationship we have built is important to us, so we hope to stay in touch and work together in the future.