18 Apr Is Your Customer Agreement a Strength or Liability?

Posted at 10:17h in Business Planning, Business Succession, Estate Planning

“I’ve got a big problem.” Jen was out of options. Her customers had always paid on time or close to it. But lately, more customers have been delaying payment. She didn’t...

03 Apr Why You and Your Friend Still Need a Partnership Agreement

Posted at 12:22h in Business Planning, Business Succession, Financial Protection

“We were such good friends, we didn’t write anything down. We didn’t think we needed to.” Trevor and Ramon, friends since high school, were bringing their lifelong dream to fruition. They’d...

13 Mar What Do You Do If Your Business Partner Wants Out?

Posted at 16:32h in Business Planning, Business Succession, Financial Protection

Ted and Jay had spent years building their dream company. They operated a regional manufacturing company specializing in crane parts. When they started, they pooled their savings from their corporate...

Attorney Len Garza Estate Law and Business Law with clients

18 Dec How to Safeguard What You’ve Built

Posted at 06:36h in Business Planning, Business Succession, Financial Protection

Critical Questions to Shield Your Business from Unforeseen Catastrophes A Time for Reflection For many people, me included, the end of the year is a time for reflection. What happened this year? ...

Garza Law, Successor, Business owners winning strategies For Choosing And Preparing Your Successor

14 Nov Strategies For Choosing And Preparing Your Successor

Posted at 09:00h in Business Succession, Financial Protection

You've dedicated significant time, energy, and resources to build your company. While focusing on the present is essential, it's equally important to plan for the future. One crucial aspect of...

15 Aug The Lawyer with a (Big) Legal Problem

Posted at 08:21h in Business Succession, Estate Planning, Financial Protection

A couple of years ago, Frank, a lawyer, reached out to me for help. His senior business partner, Joe, had died unexpectedly and he was overwhelmed with picking up the...

10 Apr Estate Planning for Business Owners

Posted at 13:28h in Business Succession, Estate Planning, Financial Protection

What will happen to your business if something happened to you? You’ve worked hard to build your business and secure a better future for yourself and your family. In the beginning,...