Dynamic Corporate Planning
Our Dynamic Corporate Planning service helps successful business owners navigate complex succession decisions, minimize tax burdens, and ensure smooth transitions that preserve what you’ve worked so hard to create.
Protecting What You've Built
What Is Dynamic Corporate Planning
Most business owners recognize the importance of succession planning, yet many struggle with where to begin or how to adapt their plans as their business evolves. Traditional estate planning often fails because it treats succession as a one-time event rather than an ongoing process.
Dynamic Corporate Planning addresses this challenge by having regular meetings to discuss succession planning, tax planning, and risk management planning. Through consistent communication, we develop comprehensive frameworks that adapt to changing market conditions, family circumstances, and business opportunities.
A Structured Approach to Business Continuity
How Dynamic Corporate Planning Works
Our Dynamic Corporate Planning process begins with a comprehensive assessment of your business assets, organizational structure, and succession goals — but it doesn’t stop there. Dynamic Corporate Planning includes Dynamic Estate Planning, meaning we look at your personal plan alongside your business plan to keep both fully aligned.
We evaluate your current estate planning documents, business agreements, and tax situation to identify gaps while cataloging all business interests, intellectual property, and key relationships that drive your company’s value.
We also assess your risk management posture — whether you have the right insurance in place and whether your business is structured in the safest way possible to protect your personal and business assets.
Evaluating Your Planning Needs
Is Dynamic Corporate Planning Right For My Business?
Dynamic Corporate Planning becomes essential when your business represents a significant portion of your personal wealth, typically more than 30% of your net worth, or when multiple stakeholders depend on your company’s continued success.
You should consider corporate estate planning if your business would struggle without your daily involvement, employs multiple people, serves important customers, or if you’re planning to transfer ownership to family members or considering other exit strategies.
The optimal time to begin is when your business is stable and growing, typically at least five years before any anticipated leadership changes.
The Team Working for You
Meet Our Partners
Gregory Jacobs
ESTATE PLANNING LAWYER & CEO
Audra D. Lynn
ESTATE PLANNING LAWYER
YOUR QUESTIONS, ANSWERED
Frequently Asked Questions
Dynamic Corporate Planning is Dynamic Estate Planning — plus. It's everything we do to protect and plan for your personal life, extended to cover the full complexity of owning and running a business. Where Dynamic Estate Planning focuses on your family and personal assets, Dynamic Corporate Planning layers in the three pillars every business owner needs: succession and estate planning, tax planning, and risk management.
Unlike traditional legal engagements that treat these as one-time events, our subscription model creates an ongoing relationship with your attorney.
Have a question about a contract, a liability concern, or a business decision that could affect your estate? Call us. That's exactly what we're here for — and with Dynamic Corporate Planning, you'll never hesitate to pick up the phone out of fear of an unexpected bill.
We recommend beginning when your business is stable and growing, typically at least five years before any anticipated leadership changes.
Starting early with our team allows time to address potential challenges and ensures a smooth transition process.
Our Dynamic Corporate Planning service includes regular review and updates as circumstances change. We recommend annual reviews at minimum, with additional reviews following major life events, business changes, or shifts in market conditions.
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