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businessplanning


BUSINESS PLANNING
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Business Planning is an integral part of estate planning for many clients. Key concerns for many clients are who will own and manage their business at their disability or death and how will the business transfer at retirement.

Most business owners need an exit strategy but family businesses have their own unique challenges for equitable and peaceful transfers to the next generation. Hales & George, which is a family owned business, has a long standing reputation for conservative, yet creative, solutions for business transitions.

Liability protection is also a mandatory consideration in Business Planning. We form business entities such as Corporations and Limited Liability Companies (LLC's) for our clients who own businesses or rental properties in order to shelter their personal assets.

 

Saratoga Office 19040 Cox Avenue Suite 3 Saratoga, CA 95070 (408) 255-6292
San Francisco Office 580 California Street San Francisco, CA 94104 (415) 296-9130

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