Our lawyers provide sound advice and counsel with regard to aspects of client’s closely-held businesses and interests, including advising on selection and creation of entities such as corporations, LLCs, LLPs, and Limited Partnerships, as well as their taxation implications and ramifications; trade; trademarks and servicemarks; business certificates; entity minutes, meeting, and housekeeping; business acquisitions, sales, and mergers; licensing such as common victualers, alcohol, and entertainment licenses, and a variety of other business issues that may arise.
We also advise clients about ensuring the future of their business through a well-structured succession plan as an essential component of their estate plan. We ask clients about their goals, then guide them through the entire business planning process and the use of risk management tools. In this way, tax opportunities are identified and considered, surprises related to the tax implications of various exit strategies are avoided and any possibility of disruption in business operations are minimized. Our attorneys draft partnership agreements, operating agreements and buy/sell agreements, patiently helping clients through the formation, maintenance and disposition of their businesses. We also advise management on legal and tax issues involving mergers and acquisitions, frequently at the recommendation of a client’s CPA or investment banker.
While our business law practice is highly focused, we also draw on the expertise of other professionals, including CPAs, business appraisers, investment advisors, financial planners, and insurance professionals. This collaborative approach allows our clients to benefit from a wide range of knowledge and experience.