What We Offer

Committed to Your Success

We develop plans for business owners, executives, and entrepreneurs at every stage of their business life cycle to minimize risks and protect their interests. Our specialty is small and mid-size domestic and international entities, and we handle all aspects of mergers & acquisitions, business consulting, business law, estate planning, and exit strategy planning.

Business Consulting

At Business and Legal Advisors we provide consulting services nationwide to businesses and their owners. Whether it is developing a three to five year plan, reviewing the current business operations, analyzing management issues or providing tax planning services, our knowledge will help ensure the optimal success of the business and its owners. We further provide assistance with securing capital for startups and small businesses. Let our 40 plus years of experience help you align your personal and business goals towards a successful future.

Mergers & Acquisitions

For most business owners, their business is their largest asset. Therefore, it is imperative they receive the best advice at the right time. At Business and Legal Advisors, we provide guidance on how to purchase and sell a business, prepare companies for their growth and/or acquisition, provide long-term income and estate tax planning services, as well as, develop and prepare companies’ incentive employee compensation packages. We further review and analyze all potential growth strategies and prepare all legal documents necessary to ensure the success of your company. Based on our legal and business experience, we understand the legal, strategic, and financial considerations integral to every deal.

Succession Planning

Succession planning is a form of mergers and acquisitions with more complexities because there are preexisting relationships that may have lasting impact on the people around you. Whether you are transferring your business to the next generation or internally to key employees, our assistance will help ensure the long-term success of your legacy. We provide guidance on balancing mitigating risk for the owner and ensuring that the business will succeed in the future.

Estate Planning & Asset Protection

Whether you have an existing estate plan that needs revisions,  just want a second opinion, or are looking to prepare your first plan, our vast experience and background in income and estate tax planning will help ensure you and your family’s assets are well protected for the future.  We also assist with charitable gifting strategies. After our initial consultation, we will help determine the best plan for you and your family.

Business Agreements

We have vast experience in assisting clients with the negotiation and drafting of documents relating to the formation and on-going operations of businesses, including; customer agreements, employment agreements, stockholders agreements, loan documents, and leases.  This understanding allows us to prepare documents that will minimize risks for the business and its owners without creating an undue burden on the operations of the business.  We have represented a number of clients who are subject to  special ownership rules including 8(a) status from the SBA, Service Disabled Veterans status and other forms of minority ownership. 

Contact Us Today to Get Started

For more information and to get expert help, head over to our contact information page for more details.