Cautionary Tech Tale

Founding a tech startup is an exhilarating journey.

However, as the tragic story of Tony Shay—a tech company founder with a reported net worth of $750 million who died without a will—illustrates, neglecting to plan for the future can leave your company and family at risk.

So, where should you start?

● Succession Plan: Ensure your business continues smoothly if something happens to you.
● Estate Plan: Protect your family and distribute your assets as you wish.
● Buy-Sell Agreement: If you have a business partner, this agreement is crucial for determining what happens to your share of the business.
● Family Communication: Keep your family informed about your plans to ensure they are prepared and understand your wishes.

Our goal is to save you time and money by helping you build a strategy tailored to your priorities, so you can live life with less worry.

Your time is precious. Let’s make it count.