Your business is likely your largest and most complicated asset, and the one most estate plans handle worst. We structure entities, draft the agreements that hold ownership together, and build succession plans that keep your business intact, whether that means passing it to family, key employees, or a sale.
Business planning sits at the intersection of corporate law and estate planning, because what happens to your business if you die, become incapacitated, or want to exit is really a question about your family’s financial future. We help business owners structure entities correctly from the start, and revisit structures that have grown past what their original paperwork was built for.
This isn’t purely academic for Tom. As a founder and CEO himself, he has personally led acquisitions of healthcare businesses, including treatment centers and other practices, both for his own companies and for clients. That background also means he works extensively with physicians and other healthcare professionals on practice formation, partnership structuring, and sale or exit planning.
LLCs, corporations, and partnerships formed the right way from the outset, with liability protection and tax structure that actually fits how you operate.
Clear, enforceable agreements for what happens to your ownership stake if you die, become disabled, retire, or want out, decided before a disagreement forces the question.
Whether you’re acquiring a business or selling one you’ve built, we prepare and review the necessary documents, advise you at every step, and negotiate on your behalf to get you the best deal while protecting your interests. Tom has done this personally, for his own companies and for clients, including acquisitions of treatment centers and other healthcare practices.
Coordinating your business ownership with your personal trust and estate plan, so your interest transfers the way you intend, not the way default law dictates.
Many business owners have documents that were adequate when the business was smaller, and that no longer reflect current ownership, value, or family circumstances. Part of the process is identifying where an existing structure has gaps before they become expensive problems.
Size matters less than whether you have partners, employees who depend on the business, or family who would inherit it. If any of those apply, a succession plan protects them.
Ownership typically passes according to your entity’s governing documents or, absent those, state default law, which rarely reflects what a business owner would have actually wanted.
Yes. We regularly review and restructure existing entities to fix gaps in liability protection, ownership documentation, or succession planning.
Your business interest is an asset like any other in your estate. Planning it separately from your trust often creates conflicts or gaps that only surface after it’s too late to fix them easily.
Yes. We prepare and review the transaction documents, advise you on structure and risk, and negotiate on your behalf. Tom has personally led acquisitions, including healthcare and treatment center purchases, so this isn’t unfamiliar territory.
Yes, extensively. Tom’s background as founder and CEO of healthcare companies gives him a working knowledge of the regulatory and business realities physicians and other healthcare professionals face, from practice formation through partnership structuring and eventual sale.
