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OUR SERVICES

Business Planning

Building a successful business requires more than vision—it demands strategic planning and informed decisions. Let us guide you in creating a roadmap for growth, stability, and long-term success.

Our Business Planning Services

Successful businesses are built on strong foundations and thoughtful planning. At Rosen Trust Law, we specialize in helping high-net-worth business owners and investors in LA, the Bay Area, and beyond create strategies for growth, succession, and asset protection. From forming LLCs for rental properties to planning for seamless business transitions, we deliver customized solutions that safeguard your enterprise and secure your financial future.

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Business Succession Planning

Prepare for the future by creating a clear plan to transfer ownership and leadership roles within your business. Ensure continuity, minimize disruptions, and protect your legacy with strategies designed to meet your unique goals.



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Creating LLCs for Rental Properties

Establish limited liability companies (LLCs) to protect your rental property investments, reduce personal liability, and take advantage of tax efficiencies.



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Entity Formation and Structuring

Choose the right business entity—LLC, corporation, partnership, or trust—for your needs. We provide guidance on forming and structuring your organization to optimize tax benefits and protect your assets.



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Business Organization Strategies

Streamline operations and establish best practices for managing your business effectively. We help implement strategies to ensure long-term growth and success.



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Tax-Efficient Business Planning

Leverage our expertise to reduce tax burdens, protect profits, and keep your business financially secure through tailored tax planning strategies.



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Asset Protection for Businesses

Implement legal structures and strategies to safeguard your business assets against potential creditors, lawsuits, or unforeseen liabilities.



The Business Planning Process

01

Initial Business Assessment

We begin with a detailed review of your business operations, goals, and assets to identify areas of opportunity and risk.

02

Customized Plan Development

We craft a tailored plan for your business, whether you’re forming an LLC, planning for succession, or optimizing your organizational structure.

03

Implementation & Documentation

Our team ensures all necessary documents are drafted, filed, and executed properly to bring your plan to life.

04

Ongoing Strategy Support

We remain a resource for you, offering periodic reviews and updates to keep your business plan aligned with evolving laws and goals.

Protect Your Business Today & Tomorrow

Call us–(805) 601-6777

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