Business Planning
From choice of entity and business formation to succession and exit planning, SageTrust™ Law Group has the legal and tax expertise to advise clients on business matters in coordination with their overall personal financial situation and estate planning, including but not limited to:
- Analysis of key legal and tax issues regarding choice of entity
- Preparation and filing of business formation documents
- Advice and preparation of shareholder/operating agreements, including restrictions on transfer and buy-sell provisions
- Coordination and review of life insurance funding options for buy-sell agreements
- Pre-sale planning
- Business succession and exit planning
- Tax return preparation and compliance (through our affiliate, LG Booker PLLC)