Corporate Shield™

Business owners commonly concentrate all their efforts on running the business and generating revenue that they forget about their ongoing legal obligations. These include keeping current on business governing documents, ensuring the business is compliant with ever-changing tax and liability laws, and confirming that all assets are properly titled.

The Estate & Business Law Group’s Corporate Shield™ completes the tedious back-office paperwork, so that you may focus your efforts on growing your business. The Corporate Shield™ is an integral part of your business’ strategy to protect its assets, guard your personal assets, and accomplish your business planning goals. The Corporate Shield™ protects your business by ensuring the following:

  • Required owner and management meetings are held and properly documented.
  • Business actions are properly documented.
  • Governing documents are updated regularly to incorporate new business planning strategies, key personnel changes, and changes in the law – including improved legal language.
  • Business assets are reviewed to ensure they are properly titled.
  • Required reports are timely filed with the secretary of state.
  • Business records are current and coordinated to support your tax returns in the event of an IRS audit or review.
  • You remain abreast of changes in business and tax laws, as well as the general legal environment that may affect your business.
  • You and your advisors get timely answers by telephone at no additional charge throughout the year.


Outside General Counsel

Whether you are just getting a business idea off the ground, looking to expand to a second location, growing nationally, or adding partners, the entrepreneurs focus is always beyond the horizon – as it should be. However, the formalities of business ownership, operations, tax planning, and risk management are critical to the success of any business. The Estate & Business Law Group has been representing entrepreneurs for more than 30 years, and has helped business owners design, implement, and maintain effective plans to reduce personal liability, preserve viable income tax deductions, retain key employees, and facilitate the owner’s exit.

Some of the areas the Estate & Business Law Group provides:

  • Entity Formation
    • Operating/Partnership Agreements
    • Shareholder Agreements
    • Buy-Sell Agreements
  • Continuing Operations
    • Mergers and Acquisitions
    • Business Tax Planning
    • Commercial Real Estate
    • Non-Compete Agreements
    • Confidentiality and Non-Disclosure Agreements
  • Employment Law Matters
    • Employment Agreements
    • Severance Agreement
    • Employment litigation
  • Business Succession and Exit Planning

Mergers & Acquisitions

The Estate & Business Law Group represents businesses in all phases of their life-cycle. Some clients will outgrow their original corporate structure and will evolve into holding companies and subsidiaries to isolate liabilities and leverage tax saving opportunities. Other clients might be ready to expand their business by increasing current market share through strategic acquisitions or the purchase of complementary businesses to increase economies of scale. Other clients are finally willing to cash-in on the American dream and sell their business to enjoy retirement or pursue the next economic opportunity just over the horizon. Business transactions implicate every aspect of business law including tax, accounting, employment law, executive compensation and employee benefits, intellectual property, and contracts. At the Estate & Business Law group we assist our clients in the proper structure of these business transactions. With attorneys who are also Certified Public Accountants (CPAs), the Estate & Business Law Group understands the major implications tax plays in any business transaction. The failure to account for the tax structure of a business transaction could result in millions of dollars of lost value to the client. In addition to our extensive knowledge and experience, we have a close network of attorney specialists who can assist on any highly specialized area of law, including regulatory matters such as specialized business licenses, employment law, and securities regulations.