What is a business plan?

When you get down to it, a business plan is just a guide. A map for your business that shows your goals and goes over how you plan to achieve those goals.

Business plans don't have to be a long drawn out document. In fact, they should be short and concise. 

If you have a big, detailed, and ongoing business plan that never seems to end, then no one is going to want to read it! We wouldn't want that.
An Excessively long business plan is a big pain to handle, you want to be able to refine this over time.

We offer the following services:

  • Review of governing documents to ensure they are current, properly coordinated and comply with state law;
  • Prepare notices and minutes of required meetings;
  • Assist with re-titling and transfer of assets into the entity;
  • Regularly update governing documents to incorporate new business strategies, changes in family and financial circumstances and improved legal language;
  • Annually review corporate documents; and
  • Assist with titling of newly acquired business assets