Business Planning & Transactions

Business Planning & Transactions

Business planning and transactions involves the formation, operation and taxation of corporations, subchapter S corporations, limited liability companies and partnerships.  Representing business clients also includes advice and counsel regarding the taxation and structure of business transactions, including the purchase or sale of a business, the compensation of shareholders, partners and employees, and the preparation of contracts.  Clients range from start-ups at the entity formation and capitalization stage to mature, successful businesses that are engaging in preparations for sale or succession planning.

Business planning often overlaps with the tax and estate planning practices.  Frequently, a family owned business is the largest asset of a client’s estate, or a client’s estate plan requires the formation or modification of a business entity to assist in succession planning or asset protection planning. Mr. Bade is experienced in business, tax, and estate planning, providing the client with the necessary skill, knowledge and expertise to implement creative strategies and solutions.