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Transactions and Business Succession Consulting

Services offered:

Business Formation and Maintenance
General Business Representation
Business Succession Planning
Commercial Transactions
Reorganizations, Mergers & Acquisitions
Commercial and Residential Real Estate Transactions
Like-Kind (Section 1031) Exchanges

Business Formation

Forming a business is more than filling out a few forms with the Secretary of State.  Choice of entity, and the proper documentation is essential to the success of any business.  Well constructed shareholders’ agreements are often critical to the long term success of a business as well as the continued positive relationship of its owners.

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General Business Representation

Every business must establish a relationship and regular contact with an experienced attorney.  All businesses must be able to rely upon its counsel for legal advice at a moment’s notice.  Early and continued consultation with your attorney can avoid potential liability, result in properly documented transactions and keep potential legal problems to a minimum.  Annual maintenance of businesses is also an important part of a business’s continued success.

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Business Succession Planning

Experienced advice and consultation is a must for all small and mid-sized business owners. When considering buying, selling or merging a business, or passing it to the next generation of family members, early formation of an exit or acquisition strategy is directly linked to the success or failure of the goal.

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Commercial Transactions

Whether a transaction involves the purchase or sale of a business, locating or relocating to a new site or the acquisition of a major asset, planning the structure of the transaction is as important as negotiating and funding the transaction itself.  With experienced counsel and thorough pre-transaction planning, tax and legal implications can be minimized.

Reorganizations, Mergers & Acquisitions. Mergers, stock swaps and other reorganizations are riddled with traps for those not properly advised.  With professional planning and structuring, many reorganizations can occur without taxation or with deferred taxation.  Good planning can avoid hidden liabilities and future headaches, but most of all proper planning can maximize the bottom line.

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