Plan Your Business Today.

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Starting or growing a business without legal guidance can lead to expensive mistakes. Use this checklist to understand why partnering with a lawyer for business planning is a smart investment in your company’s future.

Business Structure Selection

• Help choosing the right entity (LLC, S-Corp, C-Corp, Partnership, etc.)

• Tailor entity type to your tax strategy, liability exposure, and growth goals

• Draft and file formation documents correctly

Drafting & Reviewing Contracts

• Create custom contracts that protect your interests

• Review vendor, client, and employment agreements

• Ensure enforceability and legal compliance of all business documents

Regulatory & Licensing Compliance

• Identify and obtain necessary local, state, and federal licenses

• Understand industry-specific regulations

• Avoid costly fines and shutdowns

Risk Management & Liability Protection

• Limit personal liability for business debts and lawsuits

• Develop internal policies to prevent legal exposure

• Set up insurance and indemnification provisions properly

Employment Law & HR Compliance

• Draft employee handbooks and HR policies

• Ensure wage, hour, and classification compliance (employee vs. contractor)

• Prevent discrimination and wrongful termination claims

Tax Planning & Strategy

• Coordinate with accountants to optimize tax treatment

• Avoid tax penalties and reporting issues

• Plan for distributions, salaries, and deductions legally

Intellectual Property Protection

• Secure trademarks, copyrights, and trade secrets

• Prevent IP theft or infringement

• Draft NDAs and IP assignment agreements

Exit Strategy & Succession Planning

• Prepare for sale, merger, or business dissolution

• Structure buy-sell agreements

• Ensure business continuity and protect your legacy

Ongoing Legal Counsel

• Establish a long-term relationship with a trusted legal advisor

• Get proactive legal insights as your business evolves

• Stay ahead of legal risks and legislative changes

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