Legal Services

Business Acquisitions and other Transactions:

Sellers:

Whether you are only considering selling your business and just want to understand your options and the process or you are facing a solid life changing offer to purchase your business, we can help. You may want or need to sell your business. You want security and success in making one of the most significant business decisions of your life. You need to determine your priorities, evaluate the timing of the sale, and assemble an expert team to assist you along the way. You also need to understand the ethical and legal duties that you face as you exit your business. It is normal to have a million questions and feel great uncertainty. Fill out the contact form to begin the journey to your pivotal moment in achieving what most business owners never will. We will guide you through the process and uncomplicate the complicated.

Buyers:

Buyers of businesses face the most risk in purchasing a business. The Seller’s get the money and you get the business. Businesses are built on risk and reward. We are here to guide you through the transaction and ensure that you are getting exactly what you intend to purchase and that you’re not taking on unnecessary risks. We have worked with cash buyers, SBA financed buyers, and private equity backed purchases. Let us simplify the complicated and guide you through to success.

Business Planning and Succession:

According to PwC’s 2021 US Family Business Survey, only one-third or about 34% of US family businesses have a robust, documented and communicated succession plan in place.

There are a number of options to succeed from your business depending on your individual goals and situation. As a business owner you are very familiar with uncertainty and risk. You have made the hard decisions to get your business to where you are now. Everyone wants to sell you something and you have enough stories to fill at least three books. Now that you have some stability and success, what will the company do without you?

If you wait too long, there are many risks that you will not have the right people in place to run the business and you may be limiting tax planning options for the business and your personal estate. How long have you been putting this off?

We will walk you through the many options available to you and tell you the things you may not want to hear. Together, we come up with a plan for your next chapter.

Estate Planning

Estate planning for the business owner is much different than the average family’s estate planning. You have the ability to create a legacy. You are a leader and protector. You take care of your family, your employees, and probably a number of your friends. What happens if something happens to you? How will your spouse, your children, and your business continue without your direction?

We are that support giving you the peace of mind to know that all the contingencies have been worked out. If you are not around to directly supervise and manage the unknowns for your dependents and loved ones, there are mechanisms in place to ensure your legacy continues.

Charitable Planning/Non-Profits

Not only can you do so much good in the world, but your estate can also benefit from charitable planning. Many of our clients have increased what they may keep and pass on to the next generation by incorporating charitable planning into their estate and succession plans. We help individuals and businesses create private foundations and public charities. Sometimes, a simple donor advised fund can be used to achieve the same goals in leaving a legacy. Let’s decide together what the best path is for you to achieve your dreams.