Services
Our Business Succession Audit Consultation is a comprehensive legal review designed to help business owners assess the readiness of their company for leadership transition, ownership transfer, or sale. Whether you're planning for retirement, onboarding a family successor, or preparing for unforeseen events, this strategic session provides the clarity and structure needed to move forward with confidence.
Our Business Succession Audit Consultation is a comprehensive legal review designed to help business owners assess the readiness of their company for leadership transition, ownership transfer, or sale. Whether you're planning for retirement, onboarding a family successor, or preparing for unforeseen events, this strategic session provides the clarity and structure needed to move forward with confidence.
This comprehensive consultation helps identify potential gaps in your business's Legal, Insurance, Financial, and Tax (LIFT) foundations that may impact your success. The $500 fee for this session will be credited toward any legal services you choose to engage with us afterward. During the LIFT Session, we’ll develop a clear plan to address potential issues, positioning your business for maximum growth with minimal risk.
This 30-minute Business Case Assessment ($100) gives you direct access to an experienced attorney to evaluate your business structure, contracts, and risk areas. You’ll leave with a clear legal roadmap to protect your company, minimize liability, and position your business for growth.
This comprehensive consultation helps identify potential gaps in your business's Legal, Insurance, Financial, and Tax (LIFT) foundations that may impact your success. The $500 fee for this session will be credited toward any legal services you choose to engage with us afterward. During the LIFT Session, we’ll develop a clear plan to address potential issues, positioning your business for maximum growth with minimal risk.
This 30-minute Estate Planning Case Assessment ($100) connects you with an experienced attorney to discuss your goals, identify risks, and outline next steps. You’ll leave with a clear roadmap to protect your family, avoid probate, and build a lasting legacy.
This 30-minute Probate Case Assessment ($100) connects you with an experienced probate attorney to review your situation, answer key questions, and outline your legal options. You’ll leave with clarity on the next steps to efficiently move your case forward and protect your rights as a personal representative or heir.
