Entity Structuring

In the evolution of many growing businesses, there comes a point when incorporating or forming a limited liability company (LLC) can provide additional protections that are beneficial for the security and expansion of the organization. This is especially true with respect to issues of liability, asset protection, tax optimization, and various other client-specific considerations

Whether you are formalizing a single-owner business built on a great idea, or looking to set up a comprehensive corporate structure that takes advantage of S-Corp passthrough tax treatment, our firm can assist and advise you and your business to meet your objectives.

In terms of the entity structuring process, here’s what you can expect working with our firm:

• Info-gathering: Meet/talk with client to learn about their business goals, industry, products and services from the client perspective.
• Outline options: Describe and discuss options for the business’ entity structure, playing out as many “what if”s as we can.
• Arrive at a plan: Agree on a suitable entity structure and map out the associated pre-formation setup, formation filings, and post-formation internal documentation items needed; consult with client’s other professional advisors (tax, financial, estate-planning) to make sure to integrate their recommendations during the process.
• Implementation: Execute the formation filings and assist client company with ancillary state and local registrations and filings in order to get the new entity fully operational.