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    Leaving a Real Legacy – Business Succession Planning for Small Business Owners in California

    Serving Newport Beach, Laguna Beach, Irvine, and the Surrounding Areas

    How We Guide You to Leave a Legacy That’s About Much More Than Just Your Money

    After you are gone,your loved ones (family,partner,clients,vendors, and others) will miss you deeply. You will either leave them with a legacy that is meaningful, easy to manage (or cash out), and can keep supporting them, or you will leave them with a mess.

    As an entrepreneur, this may be the most significant issue you can think about when it comes to the well- being of all of what matters most to you – your work and your family.

    And yet, time and time again, this issue is overlooked by business lawyers serving their business owner clients.

    Not here.

    Once your business entity is incorporated and online with agreements, insurance, intellectual property planned for and protected, and financial systems filling the coffers, we shift the conversation away from set up to the all important exit.

    It’s not the first time we will have discussed it, as all of our business set ups are planned for based on your eventual exit plan (sell the business at a certain point or operate it for income until death then pass it on). It will be an ongoing conversation throughout the life of your business – what can we do today to ensure that your business can and will continue to serve up your particular brand of goodness whether you are on vacation, taking a health break, after its sold or when you pass it on to loved ones after you are gone.

    In addition, through our unique legacy process, we will ensure you leave your loved ones a tangible expression of your love for them far beyond your money or even your business. Imagine if you had a music album length missive from your great, great grandfather talking about his life during the great depression and how he made his money, ran his business and capturing the most important lessons he learned along the way. Would that be valuable to you and your family today?

    Of course it would. There’s no more valuable asset that we have than the lessons we have learned. Most of these lessons are passed down (often in a somewhat twisted form) from one generation to the next via conditioning, not intentionally or consciously at all. Imagine the wealth your family would have if lessons could be passed down consciously.

    As we shift into another time, we are learning that the lessons of the past hold a tremendous amount of value and those who can harness those lessons and build on that foundation are the most well off, have the easiest, most enjoyable lives – and because we want this for your family, we use a proprietary process for ensuring you pass on these most valuable lessons in the most conscious, direct, and clear way we know how.

    If this interests you, please ask more about it when you come into meet with us for a LIFT Foundation Audit of your existing business or a LIFT Your Business Starter Session for a not yet started business. Contact our office for availability.

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    Newport Beach, CA Estate Planning Law Firm, Meier Law Firm, provides qualified and comprehensive legal planning in the areas of Estate Planning, Estate Tax Planning, Health Care Documents, Advanced Directives, Wills and Trusts, Revocable Living Trusts, Irrevocable Trusts, Durable Power of Attorney, Special Needs Trusts, Business Law, Business Succession Planning, Business Finance, Family & Small Business, Financial Planning, Buy-Sell Agreements, Limiting Liability, Asset Protection, Exempting Assets, Asset Transfer, Planning for Minor Children, and Guardianship. Meier Law Firm serves clients in the Orange County area including, but not limited to, the cities of Laguna Beach, Laguna Niguel, Irvine, Huntington Beach, Costa Mesa, Newport Coast, Fountain Valley, Santa Ana, Mission Viejo, and Lake Forest, California.

    Copyright © Meier Law Firm. All rights reserved. You may reproduce materials available at this site for your own personal use and for non-commercial distribution. All copies must include this copyright statement. Some artwork provided under license agreement.




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    Meier Law Firm | 450 Newport Center Drive, Suite 625, Newport Beach, CA, 92660

    phone: 949.718.0420 e-mail: office@meierfirm.com