At [COMPANYNAME], we work with our clients and tailor our services to their needs. We combine personal attention and access with the highest technical expertise and specialized knowledge levels. Timely communication and responsiveness are hallmarks of our client relationships. These attributes support our objective of helping you reach your financial goals.
We pursue excellence by staying on top of current developments and technologies. We stay abreast of industry issues and observe the marketplace to analyze and provide service and advice tailored to your specific needs and goals. We use our experience and resources to develop industry insights and specialized skills that allow us to bring maximum value to your projects. Together, these factors allow us to deliver superior service and act as a trusted business adviser.
A detailed listing of the services we provide is set out below. Look at what we offer and how we can help you or your business.
One of the most fundamental decisions is choosing the form of the business. There are various types of entities to choose from, each with pros and cons, especially regarding taxes and personal liability. Common entities include:
- Sole Proprietorship
- LLC (Limited Liability Company)
- PLLC (Professional Limited Liability Company)
Once you have selected the type of entity, you must draft appropriate agreements, deal with state filings and licensing, and perform other tasks. Depending on the type of business entity, formation documents may include:
- Governing Documents
- Operating Agreements
- Shareholder Agreements
- Buy-Sell Agreements
- Partnership Agreements
- Employee Manuals