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Owning your own business is a very exciting and fulfilling experience, but it also comes with its own learning curve. As your business is formed and evolves, there are many factors to consider that ensure your business and personal assets are protected. That’s where we can help.
Our greatest satisfaction comes from helping people plan and navigate transitions in the business and life. Should you need business agreements, business planning, incorporation assistance, or assistance with any other business matters, we’re there to work with you each step of the way.

Business Matters & Planning in Briarcliff Manor & Mount Kisco, NY

If you’re forming a new business or need assistance with your current business operations, we can help. We can assist with agreements, legal documents, equipment leasing, corporate documents, equity documents, and more.


Having a strong plan for your business is critical for both start-ups and veteran businesses. It’s a roadmap for how to establish, structure, manage, and grow your business. When it comes to business start-ups, planning often starts with choosing the right entity for your needs. Business planning is an important opportunity to bring in outside counsel to advise and recommend the best approach, especially when it comes to employment law and other compliance matters.


We custom draft operating, employment, buy-sell and other agreements for business owners. All businesses with more than one owner need an operating agreement to map out the rules of the road. With more than one owner, you need an agreement to establish the trigger for a buy-out, as well as the funding mechanism and price. You may want to understand what happens tax-wise if one owner gives time and the other invests capital.

Agreements & Business Services Include:

  • Acquisition Documents
  • Buy/Sell Agreements
  • By-laws & Corporate Documents
  • Construction Agreements
  • Data Protection
  • Employee Benefits
  • Employee Disputes
  • Employment Agreements
  • Equipment Leasing
  • Independent Contractor
  • Non-Compete Agreements
  • Letters of Intent
  • Shareholder/LLC Member Agreements
  • Severance & Settlement Agreements


Incorporating is a big step in your small business’s journey. Lenders, investors, vendors, and customers are more likely to take your business seriously when it’s organized as a corporation. Different incorporations and partnerships offer varying protections for you and your business as well. We work with you closely, explaining the variety of business forms (LLCs, S Corps, C Corps, partnerships, limited partnerships), and work through the pros and cons of each for your new venture.


We specialize in providing integrated estate and business planning for closely-held family businesses. Whether you plan to transfer a business to your children or a partner’s children, there are many planning techniques to facilitate the transfer and preserve family wealth. Family limited partnerships and defective grantor trusts can be customized for your needs.