Many of our clients own and operate their own businesses or are contemplating starting a business. At Miller & Roberts, we have the experience to guide our clients through the process.
We strategize with clients to determine the best type of business entity for their needs. When the choice of entity is made, we help clients with incorporating their business, forming partnerships or organizing limited liability companies. We will draft the necessary operating agreements and by-laws, as well as assist the client in properly issuing stock and membership certificates and establishing reporting protocols.
Maintaining the Business
Once the business is established, our firm helps assure that our clients’ companies maintain their integrity as a separate legal entities during its ongoing operations. We can assist with annual reporting and maintaining the necessary records for the business. Often clients retain our firm for other needs such as preparing leases and employment contracts and other legal needs that may arise in the operation of their business.
Business Succession Planning
For many of our clients, their business is a substantial asset of their estate. Some desire to pass their business interests to a family member as a part of their legacy. Others retain our firm to assist them with buy/sell agreements to transfer the business to a key employee or explore other options to sell their interests.
Business succession planning is an essential component to our business owner clients’ overall estate plan. Our firm is experienced in the complexities of both business and estate planning and can guide our clients in the ensuring that their goals are accomplished.