We recognize that the legal needs, budgets and concerns of closely-held and family-owned businesses are different from those of publicly traded companies. Owners of closely-held companies need outside general counsel with substantive experience advising similar companies, and they expect practical and relevant solutions on a wide variety of legal issues impacting their people, wealth, capital and reputation – often during difficult or critical times.
Our firm is organized into service teams of attorneys and staff members that share a common passion and history of working with closely-held and family-owned businesses to resolve a wide range of legal and business issues that most often arise in the life cycle of these companies – from entity formation and raising start-up capital, through growth and day-to-day commercial and operational issues, to negotiating and closing complex M&A transactions and transferring wealth across generations. We regularly advise owners on tax-efficient strategies and corporate governance issues associated with transitioning ownership and control of companies to the next generation of family members and structuring controls associated with outside investors and joint venture arrangements.
Our goal is to serve as a trusted and valued resource for our clients by offering practical, responsive and relevant legal and business advice. We work alongside our clients as legal counsel to leverage relationships, contracts and know-how for the benefit of our clients. Because we know no two clients are alike, we take time to understand our clients’ businesses and their opportunities, challenges, desires and risk tolerance before recommending a strategy and determining the best attorneys and advisors (within or outside our law firm) to resolve the specific legal or business issues. In our experience, exceptional value is not an accident or the result of luck, it is the product of putting the most experienced and capable advisor in charge of the team and executing on a strategic plan that is designed to address the legal issue within budget.
We welcome the opportunity to discuss our track record and answer any questions you may have. In addition, we have multiple clients that would be happy to share the value we bring to their closely-held and family-owned businesses.