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Business Planning & Management

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Palm Beach Expertise, Wakulla County Values

At Wakulla Legacy, we understand that for many local families, your business is a key part of your legacy. Our Business Planning services combine local understanding with sophisticated expertise through our exclusive partnership with Gellis Consulting of Palm Beach County, bringing premium business management solutions to our Wakulla County neighbors.

Comprehensive Business Planning Solutions

Whether you’re launching a new venture, growing an established business, or planning for succession, our integrated approach ensures your business and personal legacies align perfectly:

Entity Formation & Structuring

  • LLC, Corporation, Partnership, and Sole Proprietorship formation
  • Operating agreements and bylaws
  • Multi-member and family business structures
  • Tax entity selection guidance
  • Registered agent services

Business Succession Planning

  • Family business transition strategies
  • Buy-sell agreements
  • Management succession frameworks
  • Integration with your personal estate plan
  • Preserving your business legacy for future generations

All Services

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Office Address

113 S. Monroe St. Tallahassee, FL 32301

Asset Planning Protection

  • Liability limitation strategies
  • Risk management assessment
  • Protecting business assets from personal creditors
  • Protecting personal assets from business liabilities
  • Florida-specific asset protection solutions

Contract Services

  • Customer and vendor agreements
  • Employment and independent contractor agreements
  • Leases and property agreements
  • Non-compete and confidentiality provisions
  • Contract review and negotiation

The Gellis Consulting Legacy of Excellence

For over 25 years, Gellis Consulting has been the premier financial management firm serving Palm Beach County’s most discerning clientele. Established in 1998, the firm has built an unparalleled reputation for discretion, precision, and sophisticated financial oversight among South Florida’s professional and business elite.

A Tradition of Trust

Gellis Consulting has earned the confidence of Palm Beach’s most distinguished professionals, including:

  • High-profile attorneys managing trust accounts exceeding millions of dollars
  • Established family businesses with complex multi-generational structures
  • Professional practices requiring meticulous financial oversight
  • Successful entrepreneurs seeking integrated business management solutions

This level of trust is built on a foundation of exceptional service, absolute confidentiality, and flawless execution. The firm’s long-standing relationships with Palm Beach’s professional community speaks to their exceptional standard of service and reliability.

Bringing Palm Beach Expertise to Wakulla County

Through our exclusive partnership, Wakulla Legacy clients gain access to the same caliber of financial management services that have served Palm Beach’s elite for a quarter century—delivered with the personal attention and local understanding that defines our Wakulla County practice.

This unique collaboration allows us to offer:

  • Sophisticated Financial Systems developed for high-value clients, adapted for local business needs
  • Rigorous Compliance Protocols established through decades of working with regulated professions
  • Advanced Tax Optimization Strategies typically available only to larger enterprises
  • Comprehensive Financial Oversight providing peace of mind and clarity
  • Integrated Business and Estate Planning that considers both immediate operations and long-term legacy

The partnership between Wakulla Legacy and Gellis Consulting represents a commitment to bringing the highest standard of business services to our local community at accessible rates, without sacrificing the premium expertise that has served Palm Beach’s most successful professionals for over two decades.

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Business Management Services

Comprehensive Bookkeeping

  • Monthly financial statement preparation
  • Accounts payable and receivable management
  • Payroll processing and tax filing
  • QuickBooks setup and management
  • Financial record organization and maintenance

Business Management Concierge

  • Cash flow projections and management
  • Budget development and oversight
  • Expense tracking and optimization
  • Vendor relationship management
  • Financial decision support

Tax Planning Coordination

  • Quarterly tax planning
  • Tax liability projection
  • Coordination with your CPA
  • Tax documentation preparation
  • Year-end tax strategy implementation

Why Choose Our Integrated Approach?

Our unique combination of legal expertise and financial management creates a holistic approach to business planning that considers both immediate needs and long-term goals:

  • Seamless Integration: Your business planning works in harmony with your personal estate planning for truly comprehensive protection
  • Local Understanding: As Wakulla County residents ourselves, we understand the unique challenges and opportunities of doing business in our community
  • Premium Expertise: Access Palm Beach-level financial services without the Palm Beach prices or travel
  • Relationship-Based Service: Work with professionals who know you, your family, and your business personally, not just as account numbers
  • Value-Driven Solutions: Practical, efficient services tailored to small and medium businesses, family operations, and entrepreneur needs

Our Business Planning Process

Our approach is straightforward and focused on building lasting relationships:

  • Initial Strategy Session: We explore your business structure, operations, goals, and concerns
  • Needs Assessment: We identify immediate needs and long-term planning opportunities
  • Solution Design: We create a customized plan integrating legal structures and financial management
  • Implementation: We efficiently execute your plan, coordinating all aspects of legal and financial setup
  • Ongoing Support: We provide regular check-ins and adjustments as your business evolves

Investment in Your Business Future

Our business planning services are offered with transparent, value-based pricing designed to be accessible for Wakulla County entrepreneurs and business owners. Initial consultations for Wakulla County residents are complimentary.

Connect With Us

Whether you’re starting a new venture or strengthening an established business, our integrated approach ensures your business supports your family’s legacy for generations to come.

Contact us today to schedule your complimentary business planning consultation:

Wakulla Legacy is a division of Gellis Law, PLLC, partnered with Gellis Consulting of Palm Beach County to provide comprehensive legal and financial services to Wakulla County businesses.