Business Formation



At [COMPANYNAME], we work side-by-side with our clients and tailor our services to fit their specific needs. We combine personal attention and access with the highest levels of technical expertise and specialized knowledge. Timely communication and responsiveness are hallmarks of our client relationships. All of these attributes support our objective of helping you reach your financial goals.

We pursue excellence by staying on top of current developments and technologies. We stay abreast of industry issues and observe the marketplace so we can analyze provide service and advice tailored to your specific needs and goals. We use our experience and resources to develop industry insights and specialized skills that allow us to bring maximum value to your projects. Together all of these factors allow us deliver superior service and act as a trusted business adviser.

A detailed listing of the services we provide is set out below. Take a look at what we have to offer and how we can help you or your business.

Forming a New Business

Forming a New Business

Forming a new business can be both exciting and scary as well as overwhelming. One thing is certain, however; it is much easier to get off to the right start than to fix mistakes down the road.


One of the most fundamental decisions is choosing the form of the business. There are various types of entities to choose from, each with pros and cons, especially regarding taxes and personal liability. Common entities include:

Once you have selected the type of entity, you must draft appropriate agreements, deal with state filings and licensing, and perform other tasks. Depending on the type of business entity, formation documents may include:

  • Governing Documents
  • Operating Agreements
  • Shareholder Agreements
  • Bylaws
  • Buy-Sell Agreements
  • Partnership Agreements
  • Employee Manuals

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