Small & Medium Sized Businesses

At the Heart of Our Practice

From small businesses to multi-generational family enterprises seeking expansion, every phase presents unique challenges and opportunities. We serve as legal and strategic advisors to our clients every step of the way.

Navigating Business Incorporation & Structure

Business inception is a critical phase, often dictating the trajectory of an organization’s growth. Clients trust us to guide them through the process of business incorporation and structuring. Our goal is not just to provide short-term solutions, but to lay a foundation that facilitates both immediate and long-term  success. We analyze your business model, vision, and industry trends to recommend the most optimal structure, be it a partnership, LLC, corporation, or any other suitable form.

Emphasizing Corporate Governance

We stress the importance of clear delineation of roles and responsibilities among shareholders, directors, and partners. By implementing sound corporate governance from the outset, we proactively address potential pitfalls, ensuring smooth decision-making processes and averting conflicts that could hinder growth.

Mergers & Acquisitions

Ambitious businesses eyeing expansion rely on our services for their mergers and acquisition deals. From letter of intent to the final handshake, our services encompass conducting due diligence, handling sensitive negotiations, and drafting transactional documents.

Navigating Complex Business Transitions

Business transitions, especially challenging ones like dissolutions, liquidations, or wind-ups, require careful planning. Our team ensures that during these sensitive phases, you receive comprehensive support, making the process smoother and more manageable.

Employment Counsel

Operating a business in California inevitably entails navigating through the state’s employment laws. From drafting executive employment agreements, advising on labor laws and regulations, to resolving disputes and mitigating potential employment-related conflicts, we help ensure that your business mitigate employment issues.

Insights

Can Non-U.S. Citizens and Start and Operate a Business?

In the United States, ownership of a business, including Limited Liability Companies (LLCs) and corporations, is not restricted to U.S. citizens. Individuals who are non-U.S. citizens are eligible to own these types of businesses. However, with this broad permission, there are specific considerations that needs to be taken into account concerning the type of corporation and the owner’s visa status when it comes to employment.

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Bypassing Proposition 19 and Property Tax Reassessments

Proposition 19 has significantly altered the landscape of property tax regulations in California, particularly affecting the longstanding parent-child exclusion for property tax reassessment. This legislative change has directly impacted how real estate properties are transferred from parents to children, necessitating creative approaches for families and real estate investors eager to pass down real estate assets to their heirs in a tax efficient manner. To achieve this goal, real estate limited-liability companies (LLC) need to be established and used as a vehicle for property transfers.

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Navigating the Corporate Transparency Act: A Guide for U.S. Businesses

The Corporate Transparency Act (CTA) was enacted in response to increasing worries about the use of anonymous shell companies for illicit activities such as money laundering and terrorism financing. The CTA marks a major shift from the current corporate reporting norms in the United States. Under this law, specific entities are required to disclose their beneficial ownership details to the Financial Crimes Enforcement Network (FinCEN), a division of the U.S. Department of the Treasury. The CTA reporting requirements went into effect on January 01, 2024.

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