Business planning

Plan for the business—and the people behind it.

A clear plan can help you start with the right structure, agree how decisions are made, and prepare for a future change in ownership.

Plan for the future

What happens next

1. Tell us what matters

Start with the 5-minute assessment. Choose your goals and answer one short question at a time.

2. Talk with Britt

The firm reviews your inquiry. In the finished booking flow, you see the consultation options and any fee before confirmation.

3. Agree on your plan

Britt explains the recommended documents, the scope of work, and the fee before you decide to move forward.

Find the service you need

BUSINESS PLANNING · PRICING

Know the fee before you move forward.

Request a fee quote

Contact Britt for a fee quote based on the scope of your matter. The proposed work and fee will be discussed before you decide to proceed.

KEY DOCUMENTS & TERMS

What each piece is for.

Hover over a term, use your keyboard, or tap it to see a plain-English explanation. Britt help determine which documents fit your situation.

Articles of Organization

The formation filing for a limited liability company. It is separate from the owners’ agreement about running the business.

Operating Agreement

Describes how an is owned and managed, how decisions are made, and what happens when ownership changes.

Succession plan

A plan for a change in business leadership or ownership, including retirement or a transition to the next generation.

Buy-Sell Agreement

An agreement among business owners addressing specified ownership changes and the terms for a purchase or transfer.

Britt explains business planning
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HEAR IT FROM BRITT

A familiar face. A clearer next step.

A place for Britt to explain business planning, who it may help, and what the first conversation is like.

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More about business planning

Choose the help you need

You do not need to know which documents you need before speaking with Britt. These pages explain the services in plain language.

Additional business help

Keep business risk away from family assets and family risk away from the business. Britt helps structure entities and ownership so what you’ve built is protected from the unexpected.

Ongoing Business Counsel

Contract review, compliance, governance, and strategic planning. With both law-firm and in-house experience, Britt understands the operational realities business owners face — not just the legal theory.

Not sure where to begin?

Tell Britt what you would like to protect or plan for. She can help you understand the next step.