Initial Consultation (Free)
Timeline: 45-60 minutes
We discuss your business idea or current structure, understand your goals, assess liability risks, and explain entity options. Most importantly, we look at how business formation connects to your personal asset protection and estate planning. If you're better off as a sole proprietor initially, we'll say so. If online filing would work for your situation, we'll admit that too.
Come prepared with: Business description, ownership structure, revenue projections, current business debts or liabilities, and personal estate planning status.