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Business Planning

Our Approach To

Business Planning

Driven by strategic insights and a commitment to clarity, our services empower your business with foresight and resilience.
Attorney Len Garza Business meeting with client

Strategic Business Planning Services

Business Entity Formation

Before we form your entity, we get to know you, what’s important to you, what your business will do in the world, and how you plan to exit it. We ask you these questions to recommend the tax structure, the options for how you should own your business, and consider the possibilities of what happens to your business when you pass on or pass the company on to a new owner.

Top Business Formation Considerations

Business Agreements

At Garza Law, we excel in creating precise agreements that establish boundaries, manage expectations, and help secure the future of your business. We stand apart from traditional low firms by stripping out as much “legalese” as possible in our agreements, opting for straightforward terms to make legal matters clear, concise, and legally sound.

Tax Structuring

Strategic tax planning is essential to secure your business’ financial stability and protect yourself from the IRS. While we’re not tax advisors, our strategic business strategy plans offer valuable support. We can facilitate regular meetings with your CPA and strategize ahead of tax season.

Selling Your Company

Selling a privately-held business can pose unique challenges different from any other type of business transaction. For a business owner selling your business, this transaction will likely be the biggest financial event in your life. If your business is a family-owned business, you have additional complexities and family dynamics to navigate to make sure the deal is a success. With so much to navigate and so much at stake, you can’t risk getting advice from just any law firm. You need an experienced business law firm with deep mergers and acquisitions experience you can count on. That’s us.
The sale process can be stressful to business owners and often comes with many ups and downs in order to get to the closing table. We are sensitive to the unique dynamics of your company and provide you with a steady hand to guide you throughout. We help you navigate the various turns and hurdles of the sales process so that you keep your end goals in sight. Our M&A team prepares you to ensure that you understand what is going on at each stage of the sale process from beginning negotiations through the closing date.

Buying a Company

Undertaking an acquisition can be daunting, long and expensive. We have deep knowledge and experience in mergers and acquisitions (M&A’s), corporate governance, real estate and other areas that come into play with acquisitions. Our sophisticated counsel maximizes efficiency and value, streamlines delivery time and reduces client costs compared to much larger law firms.s

Ongoing Business Planning Support

Business Planning Memberships

Our memberships are customized to suit your business’s needs and goals. This membership enables us to offer proactive protection and guidance as your business evolves, positioning us as a strategic partner for legal counsel. Through this membership, we can provide strategic business insights and advice throughout your business’s journey while staying current on your legal, insurance, financial, and tax requirements.

Key Benefits

Let’s Meet

15-Minute Phone Consult

Schedule a free 15-minute phone consultation to learn more about us and see if we’re a good fit to work together.
Business Law and Estate Planning Attorney