Business Services


Business owners and business partners are busy running and managing their business.  Let us help you form your California Corporation or Limited Liability Company.  We can help draft your partnership agreement, operating agreement, corporation Articles of Incorporation and Bylaws. 


We help new businesses begin their journey, as well as established companies take their business to the next level, all while looking to protect personal assets from business activities and secure your personal and business future. 

Business owners have obligations to their family they support, the employees they employ, and the supplies and distributors who rely on them. We help business owners plan for unexpected life events to ensure their business continues despite incapacitation or death.   


We also help business owners plan for retirement through proper succession planning.  For business owners who are at or near their retirement, business succession cannot be ignored.  We work with you to develop a plan to fits your needs, the needs of your business, and the needs of your family.  

Business owners are regularly concerned with including their family in their business. However, when one child is actively involved in the business, and another child is not actively involved, we work with the family to find solutions to equalize the estate.  

There are many planning options available, including the strategic use of life insurance, cross purchase agreements, installment loan sales, and many others.

Contact us today to discuss your unique needs and allow us to help your business.

Business Services

  • Corporation Formation

  • LLC Formation

  • Operating Agreements

  • Partnership Agreements

  • Buy-Sell Agreements

  • Business Succession Planning

  • other services also available