Phone: (407)872-6829

Strategic Business Planning

Professional assistance with planning for small businesses is often disregarded because owners are so busy with the everyday activities of actually running the business.  Our goal is to present business owners with easy to understand ideas and solutions to those often overlooked areas of business planning.

Opening a New Business - If you have a business idea and you are ready to take the next step, please contact us.  Our firm will provide you with the advice and assistance needed to form the new business including:
  • Selection of the appropriate legal entity.
  • Preparation of organizational documents such as Stockholders' Agreements and Operating Agreements.
  • Selection of tax accounting methods and tax elections designed to minimize your Federal and State income taxes.
Business Succession Planning - This topic is wide-ranging and not just for those business owners planning to retire.  Listed below are some business successions questions we can help you answer:
  • Does the ownership structure require a Buy/Sell Agreement?
  • Should the Buy/Sell Agreement be funded?
  • Do you want to transition the business to the next family generation?
  • What is the most economically effective way to reward key employees?
  • Should key employees be provided with ownership incentives?
Retirement and Employee Benefit Planning - Many business owners will be surprised to discover that certain benefits, such as retirement funding and health insurance, can be provided to employees in a very tax-efficient manner.  Our firm can provide you with ideas and alternatives and assist you with the administration of most benefit plans, including the following:
  • Retirement plans.
  • Cafeteria plans for employee benefits
  • Health Savings Accounts.
  • Employee stock option plans.
Business Sale or Acquisition - If you are planning a sale of your existing business or the acquisition of a new business, professional assistance is an absolute necessity.  Properly planning the structure of the sale or acquisition can result in substantial tax and non-tax savings.  Failure to plan can be disastrous.  Lauteria & King has successfully handled scores of these transactions and will guide you through every step of the process.

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