Entity Choice, Formation & Governance
Peter P. Lindley, P.A. is committed to your success and prosperity as your business formation attorney in Boca Raton, Florida. To meet your goals, we are dedicated to close collaboration with you so we can provide the most practical and appropriate advice given your specific goals. By understanding your expectations and financial objectives, we can better address your needs, including what corporate entity and tax structures to select and how best to lawfully limit your exposure to personal liability risk.
Why Choose Peter for Business Formation
Most business formation attorneys can file your LLC paperwork. But can they distinguish the federal income tax implications of utilizing an LLC versus a partnership, a C-corporation versus one that has elected S status, or in the case of non-resident alien individuals or foreign corporations, which entity choices may or may not be available? Can they structure your operating or partnership (or shareholders') agreements to account for future investors, member or partner (or shareholder) disputes, and exit strategies? Peter can—because he's both an attorney and a CPA with an MBA and former CFO experience. He sees the full picture that other attorneys not similarly credentialed may overlook.
Who This Helps
- Entrepreneurs launching a new business in Florida
- Out-of-state business owners expanding to Florida
- Professionals forming a practice (medical, dental, consulting)
- Real estate investors structuring holding entities
- Partners forming joint ventures or multi-member partnerships/LLCs
- Existing businesses considering restructuring for tax optimization
- Non-resident alien individuals or foreign corporations
When You Need This Service
- You need to decide between a sole proprietorship, general partnership, limited partnership, LLC, or corporation
- You have a successful sole proprietorship and want to formalize and protect your personal assets
- You and a partner are forming a joint venture and need clear partnership/operating agreements
- You're a real estate investor looking to structure holdings for liability protection and tax efficiency
- Your current business structure isn't optimized for your growth stage
- You wish to conduct a trade or business in the U.S. and are not a U.S. citizen or domestic corporation
How We Help You
Our step-by-step approach ensures thorough, efficient service.
Initial Consultation
We discuss your business goals, revenue projections, number of owners, and long-term vision to understand your unique situation.
Entity Analysis
Peter analyzes the tax implications, liability exposure, and operational requirements of each entity type—including LLCs, S-corporations, C-corporations, limited partnerships, and professional corporations.
Formation & Documentation
We prepare and file all formation documents, including articles of incorporation/organization, operating agreements, bylaws, and banking resolutions.
Tax Structure Setup
We handle EIN applications, S-corporation elections, and coordinate with your CPA to ensure your tax structure is optimized from day one.
Ongoing Governance
We advise on corporate bylaws, insurance coverage, investment strategies, corporate compliance issues, and drafting contracts and buy-sell agreements.
Frequently Asked Questions
Common questions about business formation.