Business Planning
Protect Your Business. Secure Your Legacy. Provide for the People You Love.
Your business isn’t just about today—it’s about the lives you impact, the legacy you build, and the loved ones who count on you.
Michael Kerr, Esq. helps California business owners design plans that grow with you, safeguard your work and wealth, and deliver real peace of mind for generations to come.
Why Business Planning Matters
Build Stability, Protect Value, Secure Your Legacy
Without the right foundation, businesses can stall, lose value, or become a burden to family when life changes unexpectedly.
With clear planning, you’ll:
Protect your company, employees, and loved ones if you can’t be there
Ensure your vision and values guide the future of your business
Avoid family conflict, legal messes, or tax surprises during transitions
Create a meaningful legacy that outlives your day-to-day role
Our Approach: The LIFT Foundation
A Comprehensive Model for Long-Term Business Success
Michael uses the LIFT model—Legal, Insurance, Financial, and Tax strategies—customized to your specific needs and business goals.
Whether you’re a sole proprietor, leading a family business, or managing a growing enterprise, you’ll gain a solid, flexible planning roadmap.
Solid Legal Structure: LLCs, corporations, and agreements that protect your business as you grow
Intellectual Property and Contracts: Safeguard your creations and clarify working relationships
Insurance and Risk Management: Ensure you, your partners, and your team are covered
Tax Strategy: Keep more of what you earn, with legal strategies that help your business thrive
Exit & Legacy Planning: Transfer or sell your business on your terms, while providing for your family and minimizing disruption
Planning for Every Stage of Business
Custom Solutions for Startups, Growth, and Transition
Michael supports:
Startups and side hustles
Growing teams, established companies, and closely-held family businesses
Business owners preparing for retirement, exit, or succession
Professionals seeking work/life balance with continuity and care
What Makes Michael Different
Personal Commitment, Transparent Support, Lifelong Partner
Life & Legacy Focus: Michael helps you pass on business wisdom, values, and guidance—not just assets
Relationship-Driven: You get a true legal partner who listens, adjusts, and walks with you for the long term, not just a one-time transaction
Personalized Support: Guidance crafted for your industry, family, and future goals
Don’t Leave Your Business—and Family—at Risk
Statistics Show Why Planning Is Essential—Act Before Crisis Hits
60% of sales can vanish if there’s no plan when a business owner passes away
The majority of family businesses struggle to transfer successfully to the next generation
The time to build your business legacy is now—not during a crisis!
FAQs
Common Questions About Business Planning
Why do I need an attorney if I already have a CPA or financial advisor?
Only an attorney can ensure your business structure, succession, and contracts are legally sound. Michael works collaboratively with your team to complete your vision.
Is business planning just for big companies?
No—every entrepreneur, freelancer, or small business owner can benefit from proactive planning that protects what they’ve built.
How often should I update my plan?
Whenever your business changes, your team grows, or your family’s needs shift. Michael offers ongoing support to keep your plan current.
Let’s Talk
Ready to Protect Your Business—and Everything You’ve Built?
Don’t leave the future to chance.
Schedule a call with Michael Kerr, Esq. today to start planning for stability, growth, and a legacy your loved ones—and your business—can count on.