For most business owners, the business represents one of the most valuable components of the family estate. This is why business owners cannot have a truly effective estate plan unless they also possess a well-crafted business plan. What constitutes an effective business plan? For starters, it must help you earn the greatest possible return on your initial investment, keep your tax liability to a minimum, offer protection for your family and the business entity itself… all while allowing for the possibility of growth and success. In addition, your plan must guard against the negative financial consequences of economic downturns or operational problems. And of course, a well-designed plan must also address when and how you transition out of your business.

At Christine C. Weiner, as Santa Ana business attorneys, we assist business owners with every stage of the business lifecycle, from start-up all the way through exit. Our services include, but are not limited to:

  • Entity selection
  • Entity formation
  • Contract preparation
  • Contract review
  • Counsel on employment and workplace-related matters
  • The sale and acquisition of business entities
  • Shareholder agreements
  • Partnership agreements
  • Devising strategies for structuring capital investments and capital infusion
  • Business succession planning
  • Business exit planning
  • The formation of non-profit businesses
  • The creation of 501 c(3) charitable foundations

While all aspects of planning for high net worth families require close collaboration with your existing advisors, this is particularly true in the area of business transactions. We welcome the opportunity to work with your company’s financial advisors, attorneys, CPAs, CFOs and anyone else you have come to trust over the years. Contact us today for an initial consultation about all of your business planning matters.