Financing – Whether it be commercial lending, real estate financing, or M&A financing, we help clients secure financing arrangements, compare alternative options, and negotiate favorable terms and conditions. Leveraging our long-standing relationships and our concierge approach helps us add value and expedite processes regarding our clients’ financing agreements.
Corporate Structure – A business should be structured to survive its owners and operators. That starts with the right entity structure and thoroughly established corporate governance documentation. We take great pride in assisting our business clients’ growth and longevity. Our experienced insight fosters business structures and corporate governance to provide for the “unknowns” to manage a long and evolving business lifecycle.
Corporate Governance & Compliance – We assist corporations in establishing proper governance policies and procedures and promoting compliance through transparency and adherence to legal and fiduciary standards and requirements.
Succession Planning – We advise clients on the seamless succession and continuation of their business. This is a salient topic to be addressed with foresight, and to be incorporated into the business’s governance documents. It often affects the estate plans of the owner(s) of the business, and careful consideration of the two, taken together, is imperative.
Closely-held & Family-owned Businesses – Family businesses and closely-held corporations involve challenging complexities that are best addressed with a commonsense approach. Our advisors are well-versed in family-owned businesses and their unique intricacies. We’re able to advise from a first-hand experience perspective and relate to our clients in a meaningful way. When it comes to family, “keeping it simple” is equally as important as preventing any lack of clarity.
M&A – Our experienced legal advice helps businesses of a wide range of industries navigate transactions involving mergers, acquisitions, divestitures, and consolidations. (Read More)
Joint Ventures – Joint ventures necessitate thoughtful planning and structuring. We enable clients to start with a strong foundation based on clarity and transparency, and to plan for whatever the future may bring. We take great pride in our clients recognizing the growth they set out to accomplish. And when that time comes, they’re best off when the joint venture was established to account for the “unknowns”.
Business Operations & Strategic Growth – We advise businesses on day-to-day operations, including contractual issues and negotiations, key employee incentive / retention plans, organizational structure, and profit maximization. Similarly, we facilitate strategic growth planning and implementation, often with the expertise of the client’s professional advisory team.
Real Estate – Purchasing, managing, developing, or leasing real estate all starts with the right foundation. Establishing a thoughtful ownership structure at the outset is a valuable component to any real estate client. We advise clients on the right entity structure to acquire and hold real estate investments with a focus on risk mitigation, tax efficiency, and administrative ease.
Contract Negotiation & Dispute Resolution – We advise individuals and businesses in resolving contractual and civil disputes with a strategic focus on avoiding filing a claim in court. It is our goal to help our clients minimize cost and prevent lengthy and uncertain legal proceedings.
