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  • Who We Are
    • For Business Owners
    • For Estate Planning
    • Our Founding Attorney
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    • Business Planning
    • Business Succession
    • Estate Planning
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    • Featured In News & Media
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Two businessmen walking and talking in a bright office lobby, with one man gesturing while the other listens attentively.

08 Nov Your Buyer Will Read Your Contracts.  Have You?

Posted at 13:18h in Business Planning, Business Succession

When a business goes up for sale, the buyer’s diligence team will read the contracts that have been sitting in your files for years. Customer agreements, vendor contracts, leases, employment...

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Three men having a professional conversation in a bright modern office, standing near large windows and an indoor plant.

27 Oct Your Companies Do Business With Each Other. A Buyer Will Notice

Posted at 06:57h in Business Planning, Business Succession

Many owners of multiple entities that I meet have the same setup. One LLC holds the real estate. Another runs the operations. Sometimes a third owns equipment or intellectual property....

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Three business partners walking together in a modern office building while engaged in conversation. One man gestures as he speaks while the others listen, illustrating collaboration, leadership, and strategic business planning. The image represents partnership, succession planning, and proactive decision-making in a professional business setting.

08 Jul Every Business Partnership Ends. The Question Is Whether You’re Ready.

Posted at 07:40h in Business Planning, Business Succession, Estate Planning, Investment Banking, Uncategorized

Every business partnership eventually ends. Learn how a properly drafted buy-sell agreement protects owners, families, employees, and business value....

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Two business partners sit across from each other at a wooden conference table engaged in an intense discussion. One man, seated beside an open laptop, gestures with his hand while explaining a point, while the other leans forward attentively in a chair, appearing to respond or challenge the idea. The setting appears to be a professional office environment, suggesting a serious conversation about a business decision, negotiation, or partnership matter.

10 Mar Your Partnership Agreement Is Probably Broken . . . and You Don’t Even Know It

Posted at 07:18h in Business Planning, Business Succession, Uncategorized

Most business owners I sit down with believe their partnership agreement is in good shape. They signed it years ago, maybe when they formed the company or brought on a...

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03 Mar Your Succession Plan Has a Funding Problem You Haven’t Solved

Posted at 06:54h in Business Succession, Financial Protection, Investment Banking, Uncategorized

A buy-sell agreement without proper funding is a broken promise. Learn the four ways to fund a buyout — and why most succession plans quietly fail....

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Three professionally dressed men walking together inside a modern office building with large windows and natural light. One man gestures while speaking, and the other two listen attentively as they engage in conversation.

24 Feb Estate Planning for Real Estate Investors Using REITs and Partnerships

Posted at 07:16h in Business Succession, Estate Planning, Financial Protection, Uncategorized

Estate planning for real estate investors requires coordinating REITs, partnerships, valuations, transfer restrictions, and liquidity to protect heirs and reduce tax risk....

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What’s Fair? Choosing One of Your Children as Your Successor

16 Feb What’s Fair?  Choosing One of Your Children as Your Successor

Posted at 11:35h in Business Planning, Estate Planning, Trusts

Choosing one child as your business successor is one of the most emotionally complex decisions a family business owner will face. When only one child works in the company and...

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When a Holding Company Makes Sense . . . and When It Doesn’t

09 Feb When a Holding Company Makes Sense . . . and When It Doesn’t

Posted at 11:21h in Business Planning, Business Succession, Financial Protection, Uncategorized

A holding company can be a powerful planning tool—but only when it’s solving a real problem. Business owners with multiple operating companies, real estate holdings, or long-term succession goals are...

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When Your Business Partner Dies… Whose Legacy Are You Left Cleaning Up?

09 Dec When Your Business Partner Dies… Whose Legacy Are You Left Cleaning Up?

Posted at 07:34h in Business Planning, Business Succession, Financial Protection

When a business partner dies without proper estate planning, their lack of organization can become your legal and financial crisis. Many successful business owners protect their personal estates with trusts,...

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A Thanksgiving Message

25 Nov A Thanksgiving Message to the Families and Business Owners We Serve

Posted at 05:50h in Business Planning, Business Succession, Corporate Transparency Act, Estate Planning, Investment Banking, News & Media, Uncategorized

As we approach Thanksgiving, I want to pause and share a message that’s at the heart of what we do at Garza Business & Estate Law: gratitude. This time of year...

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Rated By Super Lawyers Len Garza
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