​Money Matters

When it comes to money, most business owners are dealing with it one of two ways – you either micro-manage your books and use your financial reports as a crystal ball that allows you to predict the future OR you manage your financials by going to the ATM and checking your balance.

How do you handle money in your business? Do you have a strong relationship with your CPA, bookkeeping team, your controller? Or do you even have any of those people in your business life?

Do you have multiple entities and is the cash flowing between those entities properly?

Need financing for your business?  Properly tracking loans you’ve made to the business?  Capital contributions? Has the business loaned you money?  Each of these situations has legal and tax impacts that we help you navigate.

These are the money matters we help you with. And they are one of the most essential foundations your business needs you to give it.

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Featured In

Family Business Lawyer
National Association of Estate Planners and Councils
New York Times
The Wall Street Journal - WSJ

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