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Legal Strategy Session Checklist

You probably started your business for a number of reasons whether it was for business growth, asset protection, tax advantages, or a combination of these and other reasons.

This Legal Strategy Session Checklist will help you plan and prepare for your business’s legal needs, including asset protection and operational best practices.  

Ensure that your business actions are properly documented, that formal procedures are followed, and that your business records are updated as things in your business change, as things in your life change, and as the law changes.

You should discuss these items with the appropriate members of your planning team, including your estate and business planning attorney, tax professional, financial advisor, and insurance professional.

CLICK BELOW for a copy of the checklist.


02_Legal Strategy Session Checklist_LMP
.pdf
Download PDF • 106KB

 

THIS ARTICLE SHOULD NOT BE RELIED ON AS LEGAL OR TAX ADVICE (INFORMATIONAL PURPOSES ONLY)


Ryan E. Snow, JD/MBA, is a licensed attorney and experienced entrepreneur specializing in legal services for small to mid-sized businesses in all industries and at all stages of growth and development. He can be contacted via email at Ryan@RyanSnow.com or at his website www.ModernUtahLaw.com.


©2023 by Venture Counsel LC, all rights reserved.




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