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Business Planning

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A Sophisticated Business Plan

Our business clients face complex issues. From how to structure their business properly, how to make sure it is running the right way, contract negotiations, mergers, acquisitions, liquidations and sales, partnerships and we could go on. Our Business Planning section is well versed and able to assist in all of these areas and more. We enjoy working with business owners, professionals and entrepreneurs to help ensure that your business runs efficiently and is as protected as possible from the many risks that each business now faces in the marketplace.

2024 Will Introduce the Corporate Transparency Act (CTA)

The Corporate Transparency Act (CTA) is a crucial U.S. federal law that emphasizes transparency in corporate ownership. As our valued clients, it’s essential to know that the CTA requires certain entities to disclose information about their beneficial owners to the Financial Crimes Enforcement Network (FinCEN). This move is aimed at preventing illicit activities such as money laundering and terrorism financing. By complying with the CTA, businesses contribute to the creation of a centralized registry of beneficial ownership details.

This not only promotes accountability but also makes it more challenging for individuals to misuse anonymous entities for illegal purposes. The overarching goal is to enhance the government’s capacity to investigate and counter financial crimes effectively. Rest assured that our commitment to compliance aligns with these regulatory changes, ensuring transparency and the protection of your interests. The CTA is effective January 1, 2024. Click below to see if you qualify as a Reporting Company.


The Business Planning Team


We Help Businesses and Owners With:

  • Business Asset Protection
  • Business Organizations, Structuring, Transactions
  • Buy Sell Agreements
  • Compliance
  • Mergers and Acquisitions
  • Corporate Law
  • Employment Law (non-dispute and non-solicitation agreements)
  • Environmental Regulation/Remediation
  • Governance
  • Stock and Asset Sales and Purchases
  • Trademark
  • Liquor Licensing
  • Other Licensing/Permitting

Our proven professionals are available to assist in any way we can.