Our Systematic Approach
Our regular client meetings typically begin with a questionnaire that is designed to get down to what matters most to you and your business, now and in the future. We also discover which assets may need specialized planning.
Research & Design
Once we’ve gathered all necessary information, we’ll asses your responses, assets, and various strategies to determine a course of action for a customized solution to fit your goals and needs.
Execute & Monitor
Once we’ve created a roadmap for you, we’ll break things down into bite-sized pieces to ensure you know exactly what’s going on every step of the way, giving you peace of mind while you focus on what matters – growing your business.
Trusted By California Small Businesses
Built On Relationships
It’s time for a worthwhile, lifetime relationship with your lawyer! If you want a transaction, go online and find a document drafting service, and hope you don’t end up in Court with expensive litigation on your hands. If you want a great relationship that will help move your awesome idea into a revenue generating business and prepare you and your business to leave behind a legacy of significance, you have come to the right place.
What We Do for You
Service Options For Every Need
For those businesses that qualify to work with us on an ongoing basis, we help strategize, design, implement and maintain effective plans to help them reduce their personal liability and (most importantly) keep their businesses running smoothly!
General Counsel Services
- This is an all-inclusive option for those who qualify, this is the best way to work with us to ensure your family and business are protected for the short-term and generations to come – without worrying sky-rocketing about legal fees.
a la Carte Service
- If you’re not quite right for our all-inclusive options, we may still be able to support your business! We can help get you properly drafted contracts, structure your corporate entity appropriately, or a number of other services depending on your goals.