Your Business Is Your Biggest Asset. Plan It Like One.
5.0 · 22 Five-Star Reviews
1,000+ Plans Completed
What an Unplanned Business Costs Its Owner
Court Involvement
Your interest passes through probate, on the public record
Stale Documents
Buy-sell agreements written for a company you no longer run
Lost Leverage
Problems found in diligence cost far more than problems fixed early
Clean Structure, Current Documents, One Flat Fee
Ownership Is Clear
Minutes, ledgers, and assignments that hold up under review
A Plan If You Are Not There
Partners and family know exactly what happens
Aligned With Your Estate
The business and the personal plan built as one
What's Included
Formation, Transactions, and Everything Between.
Scoped to what your business actually needs and quoted as one flat fee. No hourly billing, and nothing outside the scope without telling you first.
Entity formation and structure
LLCs and corporations set up correctly the first time, with the operating agreement that matches how you actually run it.
Ownership documentation
Minutes, ledgers, membership interests, and assignments, current and consistent.
Buy-sell agreements drafted or updated
What happens when an owner dies, leaves, divorces, or wants out. Most agreements we see were written for a company that no longer exists.
Succession planning
Family transitions and key-employee buyouts, structured before anyone needs them.
Buying a business
Entity setup for the acquisition, purchase documents, and integration with your personal plan.
Selling a business
Structure reviewed before you sign anything binding, because after a letter of intent is signed, half the options are gone.
Tax minimization, coordinated with your CPA
Entity structure and transaction structure reviewed for the tax result, alongside the accountant who files it. We do not replace your CPA, your broker, or your deal counsel.
Your business inside your estate plan
For owners who do sell, the personal structure that holds what the sale produces.
One Flat Fee. Scoped to Your Business.
One Engagement. One Flat Fee.
There are no packages here. We look at where the business is, what is coming, and what is missing, then quote one number in writing.
Business Planning & Transactions
Flat fee · quoted in writing
- Entity Formation
- Buy-Sell Agreements
- Business Transactions
- Tax Minimization
- Succession and contingency planning
- Alignment with your estate plan
- Retitling & Funding Support only
Not every owner is selling. Most of this work is for people building something they intend to keep, and it is worth far more before a transaction than during one.
Before You Sign Anything
The honest urgency in this lane is structural. Formation choices, ownership cleanup, and the structures that receive proceeds are all easier, cheaper, and more effective before a binding agreement exists. After a letter of intent is signed, half the options are off the table.
We Work With Your Team
Your CPA runs the numbers. Your broker runs the process. Your deal counsel negotiates the deal. We handle the ownership documents and the personal side, which is what makes their work cleaner rather than slower.
how it works
Getting Your Business in Order Takes Three Steps
Strategy Call
We spend 15 to 30 minutes on the business, the ownership, and what is coming in the next year or two. Plain talk, no obligation.
THE REVIEW
We look at what exists: formation documents, the operating agreement, the buy-sell, the ownership record, and how the business sits inside your personal plan. You get a clear list of what is missing and what it takes to fix.
THE WORK
We draft, clean up, and file what the list calls for, coordinating with your CPA and any other advisors. One flat fee, quoted before we start.
Before You Sign Anything
Formation, ownership cleanup, and buy-sell work are all easier and cheaper before a binding agreement exists. Once a letter of intent is signed, half the options are gone.
We Work With Your Team
Your CPA runs the numbers. Your broker runs the process. Your deal counsel negotiates the deal. We handle the ownership documents and the personal side, which is what makes their work cleaner rather than slower.
Client Stories
Real Families. Real Results.
- 5.0 · 20 Google Reviews
Tyler B. · Google
M. K. · Google
Laura D. · Google
Common Questions
Answers You Can Actually Use
I am just forming an LLC. Is that too small for you?
No. Formation is a large part of what we do, and it is the cheapest point in a company’s life to get the structure right. Fixing it later, usually in the middle of a transaction, costs several times more.
When should I call if I am thinking about selling?
Before you sign anything, ideally six to twenty four months out. Once a letter of intent is signed, half the useful planning options are gone.
Do you replace my deal attorney or my broker?
No. They handle the transaction. We handle the ownership documents and the personal side, which is where sellers usually get surprised.
What happens to my business if I die without a plan?
Your interest passes through Oklahoma probate, which means a court controls the timeline rather than your family or your partners. A current buy-sell agreement and the right ownership structure prevent that.
We have partners and a handshake arrangement. Is that a problem?
It is the single most common problem we fix. Undocumented equity, missing assignments, and a buy-sell nobody has read since it was signed. All of it is straightforward to correct now and expensive to correct later.
What does it cost?
A flat fee, scoped to your business and quoted in writing before we begin. Not hourly, and not a percentage of anything.
Where do you meet with clients?
We have offices for in-person meetings in Edmond, Oklahoma City, Tulsa, and Bentonville. Most of the work can happen by phone and video if that is easier.
Put the Structure in Place Before You Need It
Tell us where the business is and what is coming. We will tell you what is missing, what it takes to fix, and what it costs as one flat fee.
Formation, buy-sell, succession, or a transaction on either side of the table.