We are the Business Owners Best Friend
If you are a business owner, chances are your business represents one of your most valuable assets. This means that a truly effective estate or asset protection plan is predicated upon having an effective business plan. Such a plan should help you earn the greatest possible return on your initial investment, minimize your tax liability, protect your family and the business entity itself, while allowing for the possibility of growth and success. A well thought out plan will also offer protection against the financial consequences of operational problems or downturns in the economy. Finally, it must take into account the timing and manner of your exit from the business.

At Wealth Strategies Counsel, we assist owners of businesses – both large and small – at start-up, exit, and at every stage in between. It has been our experience that the very best plans depend upon collaboration. We welcome the opportunity to work closely with your company’s financial advisors, attorneys, CPAs, CFOs and whomever else you view as
a trusted advisor. We can provide you with all of the following business planning services.

• Entity selection and formation
• Contract preparation and review
• Legal counsel for employment and workplace-related issues
• Sales and acquisitions of business concerns
• Shareholders and partnership agreements
• Strategies for structuring capital investments and infusion of capital
• Business litigation when appropriate
• Exit and succession planning strategies
• Non-profit Formation and 501c(3) Charitable Foundations