Business Planning

Business Planning

Business Planning Lawyer in Dedham

Setting Your Business Up for Success

More likely than not, your business significantly contributes to your family’s financial stability and subsequently, your family’s estate altogether. Whether or not your business drives a sizeable portion of your and your family’s income, it’s important to prepare and implement a strong business plan. As a business owner, you should know that your estate plan aligns with your business plan, therefore, you’ll want to work with an attorney who’s experienced in these two areas of law.

Get Guidance From a Legal Team That Focuses Exclusively on Estate Planning

For these reasons and more, you can entrust our Dedham business planning attorney to help you craft an effective plan that covers every element of your business while accounting for growth potential, economic downturns, market changes, and your estate plan. With all the time, money, and risks involved in forming and operating your business, you surely want to have an effective business plan to protect your hard work for now and in the future. Allow us to help you get there.

Our Business Planning Services

Business planning requires customized strategies tailored to your unique circumstances and goals. That’s why our business planning lawyer utilizes a personalized and comprehensive approach for every client’s needs, taking into consideration their investments, family dynamics, estate plan, and the current and projected state of the economy.

No matter which business planning service you need, you can count on us to go the extra mile to ensure your plan withstands the ever-changing market, your evolving goals, your estate and more.

With this in mind, our attorney provides a wealth of business planning services in Dedham, including but not limited to:

Get Guidance From a Legal Team That Focuses Exclusively on Estate Planning

What We Do Differently

At the Law Office of Frederick N. Pellegrini, we believe in the power of consistent legal counsel for business planning. As your business, goals, and family change, so should your business plan. Far too many lawyers make a business plan for their clients and call it a day. But this only hurts the client.

That’s why our Dedham attorney schedules three meetings with clients to kickstart the process. All three meetings last about 2 hours each. Then, we meet with clients every 3 to 5 years, and more frequently if needed, to ensure their business plan aligns with their current and projected needs and goals.

At the first meeting, we learn about the client, their business, and their family, review their business structure and assets, and educate the client on the steps they should take to achieve their bottom line.

The second meeting concentrates on drafting initial legal documents and explaining what they mean and how they work. Our lawyer will provide the client a step-by-step breakdown of what each legal document is, what the impacts are, and how they align with the client’s overall business and estate planning goals. We will also collect copies of relevant documents from clients to better assist them. Essentially, our attorney helps clients visualize their business plan and gives them a better understanding of the process altogether during the second meeting.

The third meeting is all about reviewing and signing documents. We will touch on all the discussions we’ve had in the previous two meetings to ensure everything is clear and accurate before we move forward with the official signing process. Depending on the legal service you requested, our attorney may also transfer your business assets into your estate plan if appropriate.

Experience the difference our Dedham business planning lawyer can make in your life. To schedule a consultation, please contact us online or at (781) 329-1060!

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We Will Help You Today to Protect Your Legacy Tomorrow

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