In the arena of corporate law, the firm is highly experienced in helping owners of large and small companies navigate the three main life cycles of any business: formation, growth, and exit. The firm’s focus is to provide practical business solutions to legal problems and to stay one step ahead in the planning process. Armed with our attorneys’ vast knowledge of market practice, deal dynamics, and business law, we strive to become a trusted business partner for the lifetime of businesses.
Business Succession Planning
The firm understands the complicated nature of business success planning and all the unique challenges it presents, particularly privately held family-owned businesses. Our attorneys with businesses to assist owners with planning for the continued growth, development, and refinement of their businesses by working with them on their corporate structure, compensation of their executives, acquisition of real estate, development of growth capital, and eventually the exit transaction from the business. Throughout the entire process, our attorneys make a priority to align our legal strategies with the business owner’s personal goals and objectives.
It is very common for family business owners to struggle with the involvement of family members in their succession plan. On one hand, business owners want to ensure the needs of the business are met. On the other hand, family business owners want to meet the emotional needs of the family in a multigenerational context. Our team works with those clients in a unique perspective and focuses on the interrelation of many facets of business and tax law with complex estate planning practices. These practices include handling family governance, family partnerships, dynasty trusts, liquidity planning, estate/gift and income tax planning, retirement and compensation plans for business owners and executives, and various types of charitable planning.
Our team of qualified attorneys are here to help business owners with their business succession plan, whether it be with family members or through an advantageous exit transaction.
Business Formation & Structure
Often clients choose to involve the firm early in the formation of a new business. This allows our clients to make proper decisions when choosing the type of business entity, making the appropriate tax elections, establishing the proper governance structure among the directors, officers, managers, and owners of the business, securing the ownership and exclusive rights to intellectual property of a business, such as through federal or state trademark or copyright registrations, and structuring the relationship of the business with its employees. In addition, the firm helps limit the risks many new businesses face by advising clients on any liability protection concerns while structuring a business.
Many of our attorneys are certified public accountants, have LL.M. degrees in taxation, have been named among the best in their industry by Best Lawyers of America® and Martindale-Hubbell, and have published and lectured on tax issues. Our attorneys take pride in their knowledge of tax law and stay up to date on the newest changes. We take a collaborative approach to our clients’ business difficulties, assisting them in developing the best methods for achieving their objectives while minimizing their tax risk.
If you own a business, you’ll almost certainly need to engage into or sign business contracts with other parties, corporations, or individuals. Business contracts are at the center of practically every transaction a company makes, especially when engaging with other companies. If you manage a restaurant and locate a new distributor or supplier for your ingredients, for example, you’ll sign a distributor agreement defining their responsibilities to you, how much you’ll pay for their services, and what happens if either side fails to fulfill their obligations. Whether you need a contract evaluated or drafted to protect your interests, our corporate legal team has extensive experience guiding businesses through contract law.
Mergers & Acquisitions
Mergers and acquisitions are complex business transactions that can be used as either an exit strategy or to tactically grow your company. Our highly experienced attorneys help clients develop and refine their business strategies over time potentially leading to an M&A transaction, and they routinely handle both sell-side and buy-side middle-market deals. Completing transactions ranging from $1 million to $500 million in total enterprise value, our M&A team has experience handling transactions in a wide variety of industries such as food distributors, professional services, technology, manufacturers, construction, agriculture, insurance, aviation, healthcare, and more. Our strong relationships within the accounting, investment banking, financing, and private equity industries also reinforce the continued support our clients will receive when working with our M&A team.
Asset protection planning involves working with an attorney who specializes in Florida exemption law to create a specific plan to shield assets from litigation and civil judgment creditors. In the field of corporate law, our firm has extensive expertise assisting both large and small business owners in protecting their assets, with the goal being to deliver business solutions to legal issues while also staying ahead of the game in the planning phase. We aspire to become a trusted business partner by utilizing our attorneys’ extensive knowledge of market practice, deal dynamics, and corporate law.
Private Securities Offerings
In everything from routine filings to venture capital transactions, the firm’s highly experienced attorneys consistently stay up to date on all regulatory requirements for both the federal and state levels.
We assist private companies with venture capital financings, syndications, and private-placement transactions, and have been involved in the formation of private equity and hedge funds. We advise on Securities Exchange Act reporting, insider trading and governance issues of importance. We also address securities questions relating to stock and asset acquisitions, mergers, tender offers, and exchange offers, and have experience in broker-dealer and investment advisor regulatory matters.