CORPORATE
GUIDANCE

Outside general counsel for privately
owned companies

  • Legal resource for directors, officers, and owners
  • Advise clients on day-to-day operations and best practices
  • Work closely with clients’ trusted team of advisors – accountants, bankers, investment advisors, and insurance agents – to deliver holistic and efficient answers and advice
  • Help clients reduce risk and maximize profit margins through negotiation of terms and conditions and leveraging mutually beneficial relationships with clients’ customers and suppliers
  • Corporate governance, including entity formation/dissolution, corporate records and minute books, buy-sell agreements, transfers of stock or membership interests, and resolutions of directors

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BUSINESS
TRANSACTIONS

Guide clients through the acquisition
or divestiture of privately owned businesses

  • Guide clients through licensing, selling, acquiring, and protecting their copyright, trademark, and other intellectual property assets;
  • Build the right team to bring the transaction to an efficient and effective closing, including lenders, employment and employee benefits experts, and accountants and tax professionals

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MERGERS &
ACQUISITIONS

Account for tax implications, buy-side protections,
and sell-side diversification post-closing

  • Guide clients through the acquisition or divestiture of privately owned businesses, from the LOI through the post-closing transitionary stage
  • Account for tax implications, buy-side protections, and sell-side diversification post-closing

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ESTATE
PLANNING

Create estate plans tailored to meet the
specific needs of my clients

  • Represent clients through the negotiation and execution of real estate purchase and sale agreements

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TRUST
ADMINISTRATION

Taking care of planning my clients
estate documents

  • Estate planning documents include Wills, Trusts, Durable Powers of Attorney, Health Care Powers of Attorney, and Living Wills
  • Retitling of assets to coordinate assets with the Trust(s)

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CONTRACT
NEGOTIATION

Advise individuals and businesses in resolving
contractual disputes and litigation avoidance

  • Represent individual clients regarding the negotiation of employment agreements, compensation, and direct investments
  • Advise individuals and businesses in resolving contractual disputes and litigation avoidance

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