If we have not participated in the original planning, were not asked to initially conduct that review, or after any business has been operating for a while, we offer a Business Review and Audit Package which includes a Risk Assessment. This process allows us “audit” and assess the choice of entity, whether conditions have changed, and the common risk areas and exposure brought about by the way the business is operating. We offer several Review Packages priced to accommodate the needs of any business.

The Business Review Process parallels the steps of the Entity Choice and Formation Process. In general the necessary information is gathered, reviewed and evaluated and a report presenting our findings, along with recommendations for changes, a timeline and the price of our services to design and implement the recommended changes.

Gathering the Information about the Business and Your Goals

In order for us to review and assess your situation, it will be necessary for us to get a very clear picture of how your business is operating. We will do that through interviews, gathering documents and observation as well as discussions with you and your other advisors after we have been engaged. We actually begin that process during our initial contact before you have engaged us where we gain a basic understanding of your business and concerns. We will explain our business planning process and schedule a time for you to meet with our attorneys and often your other key advisors.

We will send you our Confidential Business Information packet which includes:

• the date and time of our meeting
• directions to our firm's offices
• an explanation of the process ahead
• basic information about business planning and our firm
• a Confidential Information Booklet for you to fill out and a list of requested documents.

Preliminary Evaluation

Our team, together with any other necessary key advisors, performs a preliminary review of your business and personal family needs based on our conversations and the information you provide. We begin to organize all of the information you have provided to be accessible to you, our firm's team members, and, as needed, your other key advisors. The organization of your information in this manner ensures a meaningful and productive initial visit and will be enhanced as the process continues.

Initial Visit

During our initial visit we ask you to share some of the background and history of your business, your current business structure, if any, your objectives, legal requirements, and options so we can get a deeper mutual understanding of your business dynamics as well as our unique needs and goals. We explore how your business and family lives will best be served. We will take the time to answer all of your questions regarding the particulars of the law as it relates to your business. Based on what we learn in these conversations, we will outline our recommendations and process, including our price to do review, evaluation and assessment and both your and our responsibilities.

If you decide you would like to proceed with our process and engage us, we will then take you step-by-step through the elements of the review and audit process that we believe appropriate for your business. We will discuss with you the tasks that will be necessary to complete your review and audit, including the additional information that we will need and the approximate time line for each of the steps.

ENGAGEMENT

Gathering, Evaluation and Analyzing and Testing

After being engaged we continue with the process of gathering together important information about how you are running your business, which is added to the organization binders we build. We then evaluate, analyze, and review your legal processes, systems and contracts to identify areas of risk, and areas where alternative procedures or systems might be employed. We will present you with a written report of our findings and recommendations of actions to be taken in the form of Preliminary Recommendation. This Preliminary Recommendation is often enhanced by the contribution of your other advisors. Upon completion of the report and assessment, we will work with you and your other advisors to determine the appropriate actions to be taken. The implementation of these actions will be priced separately and will be agreed upon before we begin any work on the implementation.

Building the Plan

Through the use of legal documents, narratives, graphs, charts, models, and schedules our firm and your other advisors build every aspect of your comprehensive and understandable Business Plan. While there is no perfect answer, we strive to achieve the optimal impact within a manageable plan.

Implementation

Upon your selection of a course of action based upon the Risk Assessment and Audit Report and our entering into an Implementation Engagement, we will begin work on the implementation phase of this project. We assign every detail of the plan to the appropriate advisors for immediate action. Each advisor provides you with a detailed plan and implementation schedule.

Confirmation

We answer any remaining questions and present you with your business's completed plan. We also take you through the first year of your business compliance requirements. Find out more about our Family Business Planning process:

• Choice of Entity and Formation
• Business Review, and Audit
• Maintenance and Update
• Business Succession Package