A Limited Liability Company (LLC), is a company managed by members or elected managers, like a partnership, but with the financial and legal responsibility of the members limited to the amount of capital they have invested in the business.

Making a plan in advance, naming the people or organizations you want to receive the things you own after you die, and taking steps now to make carrying out your plan as easy as possible later

Statement on Auditing Standards (SAS) 136 was issued by the AICPA’s Auditing Standards Board to address changes to audits of employee benefit plans subject to the Employee Retirement Income Security Act of 1974 (ERISA) (including ESOPs).

All of the steps that go into the selling of a business, often broken down into operational (people and processes) and financial (EBITDA, etc.) planning. This includes defining the goals/objectives of the selling owner(s).

A Directors & Officers (D&O) policy protects the personal assets of directors, board members, and other managing members if they are personally sued for mismanagement.

S Corporation ESOPs must test for section 409(p) which states an S Corp ESOP cannot allocate shares to disqualified persons during any nonallocation year.

A producer owned co-op for farmers to be able to market their crops together and/or purchase inputs together to reduce costs and eliminate "middle men" in the value chain.