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
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
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
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
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)
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