Business Structure Consultation

Help entrepreneurs and business owners choose the optimal legal and operational structure for their business to maximize benefits like tax advantages, liability protection, management flexibility, and growth potential

Service Components:

• Initial Discovery Call / Questionnaire

  • Understand client’s business type, size, goals, and concerns

  • Assess their current structure (if any) and pain points

• Business Analysis

  • Review industry specifics and regulatory environment

  • Analyze liability exposure and risk factors

  • Evaluate tax implications and financial goals

• Structure Options Overview

  • Explain common business structures: Sole Proprietorship, Partnership, LLC, S Corporation, C Corporation, Nonprofit, etc.

  • Pros and cons tailored to the client’s situation

• Recommendation Report

  • Provide personalized structure recommendations with detailed rationale

  • Include expected legal, tax, and operational impacts

• Next Steps Guidance

  • Advise on formation process, paperwork, state-specific requirements

  • Suggest professional contacts (attorneys, accountants) if needed

  • Outline steps to maintain compliance

• Follow-up Session

  • Review progress, answer questions

  • Adjust recommendations if business circumstances change

Optional Add-ons:

• Entity formation assistance

• Registered agent service referrals

• Operating agreements or bylaws templates

• Ongoing advisory on structure changes