Business Matters

I counsel businesses and individuals on the selection of the most appropriate business entities, taking into account various factors such as management succession, minority rights, tax implications and liability protection for the individual owners and investors. Specifically I assist my clients with:

  • Selection, formation and structuring of appropriate business entities including corporations, partnerships, limited liability companies, joint ventures, trusts and proprietorships
  • Capital acquisition and formation activities
  • Formation and implementation of long-term business goals, objectives and strategies
  • Preservation of family wealth and succession planning advice

I work with family businesses and closely-held business in a variety of planning matters including:

  • Choice and creation of the optimal business entity (C or S corporation, LLC, series llc, limited partnership (LP), or business trust)
  • General business matters and business succession planning
  • Mergers and acquisitions
  • Recapitalizations and reorganizations
  • Corporate and partnership income tax and planning

I work with owners, investors and managers of businesses regarding:

  • Shareholder, partnership, operating and voting agreements
  • Buy and sell, cross purchase, redemption and split dollar funding agreements
  • Shareholder dispute resolutions and “freezeouts”
  • Entity dissolutions and terminations

Executive Compensation

  • Employment and golden handcuff agreements
  • Qualified and non-qualified stock incentive plans
  • Non-competition and confidentiality agreements
  • Deferred compensation agreements