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Business Services

Legal and Financial Counsel Built for Business

From the day you form your entity to the day you exit, Montgomery Legal provides integrated guidance across business law, tax strategy, contracts, and compliance — all from one advisor who is an attorney, a CPA, and a Certified Fraud Examiner.

JD CPA CFE
MONTGOMERY LEGAL · ESTABLISHED IN TEXAS · JD · CPA · CFE · M LEGAL
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Business Legal Services

Legal Support for Business Owners in DFW and Texas

Montgomery Legal is based in Prosper and serves entrepreneurs, business owners, and companies across Dallas–Fort Worth and Texas. Services include business formation and structuring, business planning, outside counsel, and business litigation.

Zachary J. Montgomery is an attorney, CPA, and Certified Fraud Examiner. Contact the firm to discuss the legal and financial considerations connected with your business and whether its services fit your needs.

Business Services

Business Formation & Structuring

Montgomery Legal assists entrepreneurs and business owners with forming and structuring their businesses. Zachary J. Montgomery brings legal and accounting perspectives to discussions about ownership, organizational documents, and the goals of a new or existing business.

Service Focus

  • Business entity formation and structuring
  • Operating agreements, bylaws, and partnership agreements
  • Ownership and initial governance arrangements
  • Restructuring and succession considerations
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Business Services

Business Planning

Business planning addresses the legal and financial questions connected with operating, developing, and transitioning a company. The firm works with owners to discuss their priorities, proposed transactions, and planning needs.

Service Focus

  • Business operations and governance planning
  • Contracts and business transactions
  • Ownership transitions and succession planning
  • Coordination of legal and financial considerations
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Business Services

Outside Counsel

Montgomery Legal offers ongoing legal counsel for businesses that need support with contracts, governance, transactions, and day-to-day legal questions. The scope of an engagement is discussed with the firm based on the company’s needs.

Service Focus

  • Contract drafting, review, and negotiation
  • Business governance and legal questions
  • Support for business decisions and transactions
  • Coordination with related tax and accounting matters
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Business Services

Business Litigation

The firm represents businesses and owners in contract, ownership, and commercial disputes. Legal representation can be informed by financial analysis when accounting records, transactions, or other financial issues are relevant to a matter.

Service Focus

  • Contract and commercial disputes
  • Ownership and partnership disputes
  • Review of relevant records and transactions
  • Representation and litigation support
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Related Tax and Forensic Services

Some business matters also involve tax planning, return preparation, tax disputes, or financial investigations. Explore the firm’s related services and discuss any coordination needed for your engagement.

Based in Prosper, Serving DFW and Texas

The firm serves business clients in Prosper, Frisco, McKinney, Plano, Allen, Celina, Denton, Dallas, Fort Worth, and other Texas communities. Contact Montgomery Legal to discuss your matter and consultation arrangements.

Montgomery Legal
2113 Long Park Ave
Prosper, TX 75078
(214) 833-6135

View the Prosper office on Google Maps

Discuss Your Business Needs

Business Counsel With Legal and Financial Perspective

Schedule a consultation to discuss your business formation, planning, outside counsel, or litigation needs. Please ask about document-sharing arrangements before sending confidential information.

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