We facilitate the appropriate choice and formation of entities and ownership relationships for clients while seeking to limit the personal liability of the owners for third party claims. Ownership relationship agreements address issues of control and succession within the business, such as shareholder “buy-sell” agreements, operating agreements and voting trusts.
We also represent our clients concerning a myriad of issues related to the purchase or sale of closely-held businesses. We structure the transaction, draft all related documentation and conduct the due diligence. When representing the buyer in a transaction for a business acquisition, we assist the buyers with all non-tax related aspects of investigative due diligence, corporate formation, SBA or conventional loan financing, title insurance, non-competition agreements, employment agreements, franchises, business license transfers and lease assignments.
We pride ourselves on developing long lasting relationships with our clients. We strive to obtain an intimate knowledge of our clients businesses’ to help ensure their continued success in business going forward. Our specialty is acquisitions transactions for small to mid-sized businesses.