THE BUSINESS BUILDER
Start with the right foundation, then grow with an advisor beside you.
Founders forming their first entity, buying a business, or scaling one, who want the legal foundation set correctly from the start and a trusted advisor as decisions get bigger.
WHO THIS IS FOR
Entrepreneurs
- First-time founders
- Owners buying an existing business
- Growing companies hiring their first employees
- Partners formalizing an agreement
WHAT YOU’RE TRYING TO ACCOMPLISH
Outcomes first. The legal strategy follows.
- Choose and form the right entity
- Put contracts and agreements in place early
- Reduce risk as the business grows
- Bring in partners cleanly
- Protect personal assets from business risk
THE QUESTIONS WE HEAR
You are probably asking some of these already.
- “Which entity should I form, and why?”
- “What agreements do I need with a partner?”
- “When do I need an Outside General Counsel?”
- “How do I protect my family from business risk?”
- “What should I set up now so the exit is easier later?”
HOW WE HELP
Trusted counsel for this stage, and the ones after it.
THE RELATIONSHIP JOURNEY
Clients evolve. Our relationship evolves with them.
- Step 1
Formation
- Step 2
Growth
- Step 3
Employees
- Step 4
Outside General Counsel
- Step 5
Expansion
- Step 6
Succession
- Step 7
Exit
Success is not measured by how many matters we open. Success is measured by how many stages of life we help clients navigate.
WHAT HAPPENS NEXT
You should never wonder what happens after you reach out.
- 01
A brief introductory conversation
A short call with our intake team to understand what is happening and what you are trying to accomplish.
- 02
Your planning consultation
A planning consultation with the attorney or advisor best suited to your situation.
- 03
Your options, explained
A clear explanation of the options available to you and our recommended path forward.
- 04
Scope, fees, and a start
If we’re the right fit, we outline the scope of work, discuss fees, and begin implementation.
NOT READY TO TALK YET?
Learn first. Education builds trust.
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NEXT STEP
Start with the right foundation, then grow with an advisor beside you.
Every family, every business, and every generation will face defining moments. Whether you’re planning ahead or responding to an unexpected challenge, we’re here to help you move forward with confidence.