Business Start-Up, Governance & Succession Planning

We utilize our unique background in taxation to advise clients on all aspects of their business. We assist with the formation of their business, assist in selecting the best entity, draft the necessary legal documents, and provide ongoing business governance and succession planning.

We have experience with LLCs, Partnerships, S-Corporations and Corporations and understand the complexities of operating within each entity type. We do not believe in a “one-size fits all” approach – we will work with you to understand your business operations and make sure that your business is set up to fit your unique situation while at the same time complying with Colorado and Federal guidelines. We also consider the tax implications in forming your new entity. If you are purchasing or selling a business, we can assist with the financial due diligence as well as the drafting and review of the legal documents involved. We provide sound guidance to protect your financial interests in this complex process.

Once you have the correct entity in place, it is vital that you have all the necessary documents prepared to help protect yourself and your assets from liability. Organizing documents also outline owner rights and responsibilities and create a clear plan for future transitions in ownership. When these documents are tailored to your business, they prevent countless headaches and lay the foundation for success. Are you planning to retire or sell your business, or do you want to plan for eventual disability or death? If so, we can help you understand the tax implications, the type of transition that best fits your needs and integrate succession planning and estate planning.

In addition to the business side of things, we also assist with ancillary services such as how to draft estate documents to minimize estate taxes and provide creditor/asset protection.

Some of the business documents we can assist with drafting include:

• Operating Agreements
• Bylaws
• Articles of Incorporation
• Board minutes
• Shareholder Agreements
• Buy-Sell Agreements