Business Planning

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Business Planning

(Legal, Insurance, Finance, and Tax)

Whether you’re starting a new business or running an existing one, laying a strong legal and operational foundation is critical to long-term success.

At our firm, we help business owners strengthen their LIFT foundation, Legal, Insurance, Financial, and Tax, so your day-to-day operations run smoothly and efficiently.

We work closely with you to implement the right agreements, insurance coverage, intellectual property protections, and financial systems tailored to your business. Our goal is to give you peace of mind, knowing your business is protected, compliant, and positioned for growth.

Our Business Law Services Include:

Entity Formation

Choosing and structuring the right business entity for liability protection, tax efficiency, and long-term goals.

Small Business General Counsel Services

Ongoing legal guidance to address day-to-day business issues, contracts, and compliance.

Intellectual Property Protection

Safeguarding your trademarks, copyrights, patents, and trade secrets to preserve your competitive advantage.

Employee & Contractor Agreements / HR Policies

Clear policies and agreements to manage your team effectively and mitigate legal risk.

Tax Strategy

Planning and structuring your business to minimize tax liability and maximize savings.

Insurance Planning

Ensuring the right coverage for your business, owners, and key assets.

Business Succession & Exit Planning

Preparing your business for the future, including transitions, sales, and legacy planning.

With our guidance, your business will have a solid, integrated foundation that supports growth, protects your interests, and ensures you’re ready for whatever comes next.

Ready to Start Planning?

Let’s create a plan that protects your family, business, and legacy.

Office Address: 61-43 186th St, Fresh Meadows, NY 11365