Business 360

 

BUSINESS CREATION AND OPERATIONS

We are with you every step of the way

Are you starting a new business or new division? Are you acquiring a business? Let Jeremiah help with each step. We can assist with everything from structuring options to vetting financial plans and evaluating funding sources … each critical piece of the puzzle will be in place so your new endeavor will be a success.

Our business/company creation services include:

  • Evaluating ownership structure options to make sure your goals and not a legal structure drive your business operations

  • Providing formation assistance for the chosen ownership entity to make sure you get the maximum liability protection, tax efficiency and operational efficiency against your goals

  • Vetting financial plans, funding options, tax considerations and risk considerations (operational and legal) against your goals

  • Analyzing investor and lender presentations and assisting with presentations and choosing funding sources against your goals

  • Evaluating structure decisions against future estate and succession planning goals.

Do you need to take a hard look at risk management? Are you dealing with legal issues? Are you constantly evaluating growth opportunities and challenges? You don't have to do it alone. We can help you navigate through all the important decisions you face—both expected and unexpected—as you run your business each and every day.

Our business/company operations services include:

  • Evaluating your operational structure against legal, tax and risk management concerns and your goals

  • Assistance creating recurring operational contracts that balance your goals against operational, legal, tax, financial and risk management concerns

  • Re-evaluating your ongoing/evolving structure against estate and succession planning goals

  • Evaluating recurring legal, tax or risk issues to find solutions to minimize those ongoing exposures while preserving your goals

  • Assistance coordinating the negotiation of complex contracts that materially impact your company goals

Assistance vetting funding sources for business expansions and growth including investor and lender presentations and choosing funding sources tested against your company goals.

BUSINESS TRANSITIONS

Are you thinking of selling your business? Retiring and leaving it to family members? Regardless of what transition you have in mind, it's important to plan it carefully. Let Jeremiah help with evaluating options, defining goals, and coordinating your plan so you'll be ready when the time comes.

Our business company transition services include:

  • Assistance defining your estate and succession planning goals to balance operational, legal, tax and financial concerns while maintaining flexibility

  • Assistance evaluating your exit options for your company including coordination to philanthropic planning and community projects

  • Coordination of the sale of your business against your pre-defined estate and succession planning goals

  • Assistance transitioning from one business to the next business as you execute your plan for success and significance and move to your next set of goals and start the cycle all over again