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BUSINESS PLANNING
YOUR CORPORATE OFFICE

"A man can spend his whole life humbly working at his craft and being a joy to the people around him, and you and I will not comprehend the breadth and depth of significance he has brought to the world around him" - Chuck Blakeman in Making Money Is Killing Your Business

The Corporate Office is our signature service for small businesses. We establish support for every area of your business while giving you the ease of having one central advising entity - us. 
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Statement of Business Planning Purpose: Using the Products and Services of Your business to protect stakeholders, scale opportunities, and find your Big Why? [Learn more about the origin on the About Us Page]

 Corporate Governance & Compliance

Business SetuP + CONTINUED COMPLIANCE

Your Business Governance Department is all about:
 

  • Structure

    • Entity establishment (LLC, Corp, Partnership, etc.)

  • Governance

    • Review/revise business or strategic plan, policies, procedures & operating manuals.

  • Maintenance

    • ​Annual meetings, special meetings, paperwork

 

We also recommend that you join a 3 to 5 Group. Find out more by discussing it with us.

Contracts & Commercial Transactions

Deal MAKING + RISK MITIGATION

Your Contracts Department manages all agreements associated with maintaining, growing and protecting your business. We assess risk management through documentation of:
 

  • Client Project Contracts

  • Subcontractor Agreements | Event Agreements

  • Partnership | Joint Venture Agreements | Licensing​

  • Real Estate Agreements

  • Acquisitions | Franchising

  • Insurances

  • Strategic planning

  • Collections

Employment & Human Resources

 Workplace Issues + WORK ORGANIZATION

​Your Human Resources Department is essential to navigate and manage everything related to your employees, partnerships, contractors, and compliance with labor laws.
 

  • Determine key personnel and hiring objectives

  • Employee and Independent Contractor Agreements, Including bonus, ownership, and profit sharing 

  • Buy-Sell Agreement | Owner Exit Strategies (Succession Planning)

  • Equal Employment: documenting and investigating sexual harassment and discrimination claims.

  • Compliance: ADA, FMLA, ACA, etc. 

Intellectual Property & Innovation

BrandS & IdeaS

Your Asset Protection Department protects your intellectual property, licenses and trade secrets. 
 

  • Licenses and associated agreements

  • Trade Secret Protection

  • Trademarks, Copyrights, and Advertising 

  • Non-Disclosure Agreements

  • Confidentiality Agreements

  • Intellectual Property Agreement | Licensing

TAX & FINANCE

Money Matters

Your Tax & Finance Department manages all of your tax planning and resolution activities - an absolutely necessary department for any business!
 

  • General business tax planning [Acceptable Deductions]

  • Tax Structuring for business activities and transactions

  • Tax Resolution - organizing for unpaid taxes

  • Debt Restructuring and bankruptcy monitoring

  • Tax matters involving civil penalties (Owner liability)

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