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Business Planning

Business Planning

Our firm advises and represents companies and entrepreneurs with a broad range of business related services.  We advise our clients on business law, start-up assistance relating to the formation of an entity, the protection of a trademark or license agreement and assist with buying or selling a business.   

Business Startup Services

Starting a business requires thorough planning. Our firm assists business owners in the formation of legally sound business entities and help entrepreneurs devise business strategies that help them achieve their goals.  We advise on the business startup and formation process including issues related to selection of entity type and jurisdiction. 

  • C-corporation formation
  • S-corporation formation
  • Limited liability company (LLC) formation
  • Partnership formation (including LLP)
  • Stock purchases
  • Asset purchases
  • Joint ventures

We also consult with business owners and draft shareholder agreements or partnership agreements as part of the entity formation process.

Buying and Selling Businesses

Our firm can guide business owners in the multi-stage process of buying or selling a business including:

  • Advising on the structure of the transaction
  • Negotiation of terms and drafting of the deal memorandum
  • Advising sellers on legal strategies to address issues raised during the due diligence process
  • Advising buyers on conducting legal due diligence
  • Drafting, reviewing and negotiating the extensive documentation involved in a business transaction, such as asset purchase agreements, stock purchase agreements and security agreements

Preparation and Review of Business Contracts

Our firm consults with business owners to draft, review, and negotiate contracts related to various business activities, including:

  • Buy-sell agreements
  • Lease agreements
  • Service contracts
  • Releases and waivers
  • Property agreements
  • Shareholder agreements
  • Operating agreements

Waypoint Estate and Business Planning assists clients in the greater Chicago area including Lincolnshire, Mundelein, Vernon Hills, Lake Bluff, Grayslake, North Chicago, Lake Forest. Gurnee, Libertyville, Long Grove, Lake Zurich, Buffalo Grove, Northbrook, Deerfield, Glenview, Naperville, Wheaton, Yorkville, Algonquin, Huntley, Crystal Lake, Winnetka, Hawthorn Woods, Wilmette, Skokie, Wauconda and Wadsworth in Lake County, Cook County, DuPage County and McHenry County, Illinois.



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