What We Do

As a firm that is exclusively focused on the needs of business owners and entrepreneurs, we help small business owners build, manage, and transition their businesses.  Whether it’s helping to form a startup, drafting a buy-sell agreement, assessing a company’s business succession and exit planning alternatives, drafting a customized estate plan based on the needs of the family and the business, or providing transaction advisory services for a variety of shareholder transactions (i.e., gifting or selling to the next generation, selling to existing shareholders or partners, to a group of employees, to an Employee Stock Ownership Plan [ESOP], or to a financial or strategic buyer), we can help.

We view planning for business owners and entrepreneurs–and especially business succession planning–as a team sport and work collaboratively with an owner’s full advisory team to design and implement a business succession and exit plan that best meets an owner’s long-term business transition planning goals and objectives and that maximizes the outcomes for all stakeholders.

We regularly counsel small business owners on:

Our Location

We are located at 1602 E. 4th street, Santa Ana, CA, in the historic Watt’s Law building, conveniently located near the 5 and 55 freeways and the Federal Court Building.