Small Business General Counsel Services

Many of our clients are business owners. We have been representing entrepreneurs for almost 10 years; from family-owned “mom and pop” operations to large franchises and companies with multiple locations in several states.

We help business owners design, implement and maintain effective plans to help them reduce their personal liability, preserve all viable income tax deductions, facilitate the owner’s retirement, maintain family harmony, retain key employees and minimize income, gift and estate taxes.

And, most importantly … we ensure your business has the proper foundation to allow for maximum growth with minimal risk to you and your loved ones.

Proactive & Integrated Advice

We don’t just respond when things go wrong, we proactively monitor your business to ensure you can stay focused on the growth of the business.

To help owners protect estates and businesses that have been a lifetime in the making, we focus on an integrated approach to planning.

This approach includes legal, insurance, financial and tax planning issues. More important, it includes discussions about family values and belief systems. As a result, we rely heavily on the expertise of our clients’ other professional advisors to help create the most effective team for our clients’ success.

Affordable Fees to Help Grow Your Bottom Line

We’ve structured our fees and packages so we are all on the same side of the table when it comes to the success of your business.  We are incentivized to be proactive, efficient, effective, and help you grow.

Ready to Learn More?

Schedule a LIFT Small Business Start-Up Session, and we’ll meet with you privately to choose the right entity plus other legal, insurance, financial and tax systems for your next business.

This meeting is a real working meeting where you are going to thoroughly review your Legal, Insurance, Financial, or Tax foundations for your new business ….with the aim of understanding whether there are any holes in the foundation. You’ll learn specifically how to set up your business (or to adjust things) so that you have no holes and so that the foundation is as strong as it can be. This way, you’ll be able to focus on running the business, and to let your Family Business Lawyer guide you intelligently on the foundations so you can focus on growing your business.

Learn How To Get Started