Corliss Law


	*Formal Business Maintenance and Update Program* Should the business be passed on to a family member or key employee? How do I minimize the tax consequences and protect the proceeds of any sale? In business, as in life, nothing ever stays the same. Change represents renewal and growth, but also stress and danger. Operating conditions, personnel concerns, organizational considerations and management methodologies all shift with distressing frequency. Industry and market conditions, customers, competition and state-of-the-art continuously evolve! Legal and compliance issues, which represent a critical danger, need frequent monitoring and reporting. As with all of our planning, we offer you and your business a scheduled process to ensure the necessary updating and maintenance. Together, we will schedule a customized process for the immediate and long-term future.

The Plan The Maintenance Program Succession Affluent Individuals and Families

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

Corliss, A Law Corporation, offers a simple solution to these business concerns. The Family Business Maintenance and Update Program helps entrepreneurs and family business owners stay on top of change — instead of being steamrolled by it. We offer periodic, usually annual, updates to the family business consisting of:

The Family Business Maintenance Program includes:

Hosting periodic board meetings
Hosting periodic ownership meetings
Documenting minutes and reports of meetings held
Documenting "Restatement of Information" reports as needed
Business compliance reviews
Employment agreements for key managers and employees
Non-compete agreements for owners or key managers leaving the business
Non-disclosure agreements between the business and its key vendors, suppliers, advisors and contractors
Asset Protection

Change is inevitable. It poses both dangers and opportunities.

Make sure you avoid the former and take full advantage of the latter.

Find out more about our Family Business Planning process:

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Formal Business Maintenance and Update Program