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BUSINESS PLANNING

THE CORPORATE OFFICE 

"A man can spend his whole life humbly working at his craft and being a joy to the people around him, and you and I will not comprehend the breadth and depth of significance he has brought to the world around him" - Chuck Blakeman in Making Money Is Killing Your Business

The Corporate Office is our signature service for small businesses. We establish support for every area of your business while giving you the ease of having one central advising entity - us. 

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 BUSINESS GOVERNANCE DEPARTMENT

Your Business Governance Department is all about:
 

  • Structure

    • Entity establishment (LLC, Corp, Partnership, etc.)

    • Incorporation documents and implementation

  • Governance

    • Review/revise business or strategic plan

    • Develop/revise policies, procedures & operating manuals.

  • Maintenance

 

We also recommend that you join a 3 to 5 Group. Find out more by discussing it with us.

LEGAL DEPARTMENT

​Your Legal Department focuses on risk management.
 

  • Negotiating all sorts of legal relationships

  • Planning for strategic partners (joint ventures, licensing arrangements, franchising, etc)

  • Acquisitions

  • Insurances

  • Strategic planning

  • Collections

HUMAN

SERVICES DEPARTMENT

​Your Human Resources Department is essential to navigate and manage everything related to your employees, partnerships, contractors, and compliance with labor laws.
 

  • Determine key personnel and hiring objectives

  • Employee Contracts

  • Independent Contractor Agreements

  • Buy-Sell Agreements

  • Create owner exit strategies (succession planning), and sale, merger, IPO or ESOP purchase

  • Contracts, policies manuals, and at-will documents.

  • Equal Employment: documenting and investigating sexual harassment and discrimination claims.

  • Compliance: ADA, FMLA, ACA, wage payment, labor relations, and collective bargaining.

CONTRACTS

 DEPARTMENT 

Your Contracts Department manages all agreements associated with maintaining, growing and protecting your business. 
 

  • Client Project Contracts

  • Subcontractor Agreements

  • Partnership | Joint Venture Agreements

  • Non-Disclosure Agreements

  • Confidentiality Agreements

  • Intellectual Property Agreement | Licensing

  • Real Estate Agreements

TAX & FINANCE DEPARTMENT

Your Tax & Finance Department manages all of your tax planning and resolution activities - an absolutely necessary department for any business!
 

  • Tax resolution - organizing for unpaid taxes

  • General business tax planning [Acceptable Deductions]

  • Tax Structuring for business activities and transactions

  • Debt restructuring and monitored bankruptcy proceedings

  • Tax matters involving civil penalties (Owner liability)

  • U.S. taxation on foreign transactions and of foreign-source income.

  • Renewable Energy Tax Programs

ASSET DEPARTMENT

Your Asset Protection Department handles everything related to your intellectual property, licenses and associated agreements, trademarks, etc. 
 

  • Licenses and associated agreements

  • Trade Secret Protection

  • Trademarks, Copyrights, and Advertising 

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