New Business Setup & Succession
Set up your new business for success or ensure a smooth transition of ownership with our expert guidance.
Our new business setup services include:
- Creating a formal business plan, including goals, funding needs, market strategy, and financial projections
- Opening business bank accounts, setting up accounting systems, and helping secure funding options with small business loans, grants, or investors
- Completing legal formalities, like LLCs or corporate structures, business registration, IRS EINs, and other necessary permits for your location and industry
Our business succession planning services include:
- Identifying potential successors through co-ownership, an heir, employee, outside party, or company
- Creating a selling arrangement that minimizes costs and secures funding with a clear succession timeline
- Storing SOP records and up-to-date valuations to keep your business running as it should after transferring ownership
