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BUSINESS PLANNING
YOUR 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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Statement of Business Planning Purpose: Using the Products and Services of Your business to protect stakeholders, scale opportunities, and find your Big Why? [Learn more about the origin on the About Us Page]

 Corporate Governance & Compliance

Business SetuP + CONTINUED COMPLIANCE

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.

Contracts & Commercial Transactions

Deal MAKING + RISK MITIGATION

Your Contracts Department manages all agreements associated with maintaining, growing and protecting your business. We assess risk management through documentation of:
 

  • Client Project Contracts

  • Subcontractor Agreements | Event Agreements

  • Partnership | Joint Venture Agreements​

  • Real Estate Agreements

  • Negotiating all sorts of legal relationships

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

  • Acquisitions

  • Insurances

  • Strategic planning

  • Collections

Employment & Human Resources

 Workplace Issues + WORK ORGANIZATION

​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.

Intellectual Property & Innovation

BrandS & IdeaS

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 

  • Non-Disclosure Agreements

  • Confidentiality Agreements

  • Intellectual Property Agreement | Licensing

TAX & FINANCE

Money Matters

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

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