We cannot predict the future, but we can help you plan for it.

Our Services

Business & Corporate Planning

Business and corporate planning refers to the process of developing strategies and actions that enable a business or corporation to achieve its goals and objectives. This may include creating a business plan, establishing a vision and mission statement, setting financial goals, conducting market analysis, identifying target customers, and developing marketing and sales strategies.

Family Limited Partnerships

Family Limited Partnerships (commonly called FLPs) are frequently used to move wealth from one generation to another. Partners are either General Partners (GP) or Limited Partners (LP). One or more General Partners are responsible for managing the FLP and its assets.

Limited Liability Companies

A limited liability company is the US-specific form of a private limited company. It is a business structure that can combine the pass-through taxation of a partnership or sole proprietorship with the limited liability of a corporation.[1] An LLC is not a corporation under state law.


Sarasota: 941-954-0067
Venice: 941-484-0067