Business Mergers, Acquisitions and Sales:

 

The key components of any transaction relate primarily to the economics of the transaction, the associated risks, and the underlying motivations. How a business sale or acquisition is structured will have significant impact on tax consequences, the closing process and the potential post-closing liability. Guide clients through growing a business, acquiring a business, or selling a business to maximize the benefits to the business owner.

 

Private Equity and Finance:

 

An entrepreneur’s introduction to complex securities laws occurs when the business requires capital infusion. Advise businesses in intricate capital structuring decisions and assist with negotiations of complex federal and state securities laws. Assist in acquiring and negotiating “angel” financing and preparation of formal Private Placement Memoranda for businesses.

 

Exit and Succession Planning:

 

Exit planning is based on one simple premise: at some point, every owner leaves the business and at that time, every owner wants to receive the maximum amount of money to accomplish personal, financial, income, and estate planning goals. Will the owner leave in a way that protects the owner, the owner’s heirs, and the business? Provide professional expertise and guidance in the development of a comprehensive and coordinated plan to achieve the goals of the business owner.

 

Business Planning:

 

Planning business growth to take businesses to the next level requires practical alternatives and protection of the business owner from liability. Provide legal advice from developing a practical plan, ways to limit taxes, to how to attract, retain, and motivate key employees to help reach the owner’s goals and objectives.