Starting and running a not for profit organization is and exciting and rewarding endeavour. There are many legal issues involved in setting up a not for profit. Many people do not realize this but even though the not for profit is set up under state law, the IRS determines the taxability of the organization and isn't required to follow the state. It is critical that the steps to forming the not for profit ensure that the IRS will award the Exempt Organization when the application is made, otherwise all of the other work has been for naught.

Having managed a successful not for profit as the Financial Director, I am well qualified to walk you through all of your options for setting up the not for profit and let you know about the pros and cons of the different paths available to you. I will make sure that you have the information you need to make an informed decision.

I know that every business is different and I pride myself on the personalized service I provide to each client. I will help you put together a customized business plan designed to help you reach your goals and protect your interests.

I have helped clients in a variety of business matters, including:

• Small business purchase and sale transactions

• Business formation, including corporations, partnerships and LLCs

• Business planning and financing
• Board Orientation and Development 

• Collections

• Licensing and permits

• Commercial real estate matters

• Succession planning

• Unwinding the business

Contact my office today to discuss your small business transaction questions. I offer an initial 60-minute consultation for $150, a $75 savings over my standard hourly rate. At this meeting, you will receive the not for profit road map which I have developed, a format for a not for profit business plan which I have used to help organizations such as yours, and an understanding of the issues before you so you can make the best decision possible.