The Entrepreneur’s Journey
Guidance to help your business succeed at every point along its journey.
Formation
Every journey has a beginning. Getting off on the right foot can help you leverage opportunity and minimize risk from the outset, giving you a solid start toward a successful future.
HOW WE CAN HELP:
- Organizational Structure/Choice of Entity
- Estate Planning Considerations
- Tax Strategies for New Business Ventures
- Filing Requirements
- Foreign Qualification
- Ownership & Control Issues
- Start-Up Development
- Section 1202 Qualified Small Business Stock (QSBS) Planning
Formation
Estate Planning for The Entrepreneur
Whether you are a seasoned business owner or an entrepreneur starting a business, many challenges await you on your journey,… Read MoreFORMING A NEW ENTITY IN ALABAMA? Beware of Mail Solicitations for Unneeded Services.
If you form an entity (such as a corporation or limited liability company) in Alabama, you may receive a solicitation… Read More
Capital
Making sure every stage of your journey is funded properly can be the difference between success and failure, from your venture’s early development through every phase of its growth.
HOW WE CAN HELP:
- Bank Loans
- Private Equity & Venture Capital
- Private Placements
- SBA Loans
- Economic Incentives
- Government Contracts
- Tax Credit Finance
- Securities Law Compliance
Capital
Funding Your New Business Venture
All new businesses need money, and many entrepreneurs are only too eager to start raising funds for their new venture… Read MoreSo What’s the Difference Between Private Equity and Venture Capital?
The search for funding for a new business can be a trying experience. Traditional bank products are expensive. Loans and… Read MoreAvoiding the Securities Minefield
DownloadESOP Trustee Issues in a Potential Sale
DownloadEmployee Stock Ownership Plans – Helping Owners Achieve Liquidity
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People
Developing and managing your workforce, suppliers, vendors, and partners is the key to your success. Creating a team using best practices in hiring, training, managing, and compensation will help you build momentum toward reaching your long-term goals.
HOW WE CAN HELP:
- DOL & IRS Issues
- Employee Benefits & Executive Compensation
- Development of Recruiting & Retention Policies
- Non-Disclosure/Non-Competition Agreements
- Labor & Employment Litigation
- Employment Law Training Program Development
- Regulatory, Compliance & Risk Management
- Privacy & Data Security
People
No Cause for Alarm: Understanding and Responding to an IRS Employer Shared Responsibility Payment (ESRP) Notice
Receiving a notification from the IRS about possibly owing money is usually a downer. Here, we will help you understand… Read MoreHIPAA and Medical Records
As a business owner, you are asked to hand over medical records that you have. What should you do? The… Read MoreSection 199A Retirement Planning Opportunities
Are you confused by the IRS’s Section 199A deduction? It can actually be quite beneficial— up to a point. Read… Read MoreDOL Final Rule Sets $35,568 Salary Threshold
On September 24, 2019, the U.S. Department of Labor (DOL) announced the publication of the final rule updating the minimum… Read More
Space
Being able to address a full scope of real estate issues – from planning, executing, complying, and even litigating when necessary – with quick, effective solutions will help you stay on course as your business grows.
HOW WE CAN HELP:
- Zoning
- Negotiating Lease Arrangements/Transactional Documents
- Planning, Financing & Developing Complex/Routine Commercial Ventures
- Assisting with Financing
- Eminent Domain
- Land-Use Matters
Growth
Opening new markets and creating new opportunities will increase your presence and strengthen your position – all critical elements as you look toward expansion.
HOW WE CAN HELP:
- Tax Strategies
- IP, Licensure & Protection for Traditional/Digital Markets
- Copyright/Trademark
- Contract/Economic Development
- Strategic Partnerships
- Franchise, Distribution, Leasing & Service Agreements
- Securing Public/Private Investments
- Creative Financial, Regulatory & Other Consultative Strategies Involving Taxes, Transportation & Logistics
- Land Use Planning & Development
Growth
Year-End Tax Planning Ideas
Here is a list of creative year-end tax planning ideas designed to help you take advantage of the tax laws:… Read MoreOpportunity Zones – Second Batch of Proposed Regulations
On April 17, 2019, the Internal Revenue Service (IRS) released the eagerly awaited second batch of proposed regulations (REG-120186-18) relating… Read MoreReducing Your Tax Bill Through Opportunity Zone Planning
The Opportunity Zone program was enacted to encourage taxpayers to realize gains on appreciated assets and invest such gains in… Read More
Adversity
Lawsuits and legal battles can not only slow your progress, they can stop you right in your tracks. Being prepared to aggressively confront adversity head-on from the start is the surest way to overcome and achieve success.
HOW WE CAN HELP:
- Employment Litigation
- ERISA/Employee Benefits Litigation
- Business and Commercial Disputes
- Enforcement of Non-Compete Agreements and Other Restrictive Covenants
- Protection of Intellectual Property
- Shareholder/Owner Disputes
- Internal and External Investigations
- Responding to Subpoenas
- Recovery of Collateral and Collection of Defaulted Obligations
- Bankruptcy Litigation
Adversity
Responding to a Subpoena: A Helpful Step-by-Step Guide
Imagine your daily mail includes a thick envelope that looks like it comes from a law firm. Or, imagine some… Read MoreOverly Broad Subpoenas: Hand It All Over?
When you receive a subpoena requesting the production of documents, are you obligated to do exactly what the subpoena says… Read More
Opportunities
Whether acquiring or selling a business or asset, having the right strategic advice is key. Structuring, negotiating, documenting, and closing transactions the right way will help you avoid the many pitfalls and stay on course to meet your business goals.
HOW WE CAN HELP:
- Mergers & Acquisitions
- Stockholder Activism
- Tax Strategies & Considerations
- Franchising
- Corporate Structuring/Restructuring
- Joint Ventures
- Strategic Alliances
- Public Offerings/Private Equity
- Recapitalizations
- Leveraged Buyouts
- Formation of Investment Vehicles
- Purchase Price Allocation Issues
- Maximizing Amortization & Depreciation Benefits
Opportunities
Preparing for the Sale of Your Business: Understanding the Process
Building a strong business to provide for, or pass on to, successive generations is the dream that motivates many successful… Read MorePreparing for the Sale of Your Business: Building Your Team
Building a strong business to provide for, or pass on to, successive generations is a dream that motivates many successful… Read MorePreparing a Business for Sale: Helpful Hints
Figuring out the right time to sell your business is never an easy decision. Combining advanced planning with a team… Read More
Exit Strategies
As your journey moves toward its end, your ownership transition needs to focus on the realization and preservation of value while addressing the needs of your family, your business, and you.
HOW WE CAN HELP:
- Estate Planning
- Succession Planning
- Buy-Sell Agreements
- Charitable Planning
- Trusts
- Wills
- Probate & Estate Administration
- Special Needs Planning
- Tax Strategies
Exit Strategies
Protecting and Growing Your Wealth Through the Family Office
The phrase “family office” is relatively simple yet non-descript. The term has become common parlance for wealthy families and their… Read MoreDigital Asset Planning
01101000 01100101 01101100 01101100 01101111. That is “hello” in binary code, the language that all digital computers speak. The computer… Read MoreEstate Planning Advantage: Do You Need A Living Trust?
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