Tax efficient structuring and planning for Corporations, S Corporations, Partnerships and LLCs; Negotiation and drafting of Partnership Agreements, Voting Agreements, Rights of First Refusal, and other foundational corporate instruments
Comprehensive support for start-up financings, debt and equity issuances, and SEC registration exemptions under Rules 504, 505 and 506 and the JOBS Act; Employment & Independent Contractor Agreements; Service Provider contract negotiation and drafting
ESTATE PLANNING & FAMILY LAW
Support for a variety of Estate Planning and Family Law matters, including Wills, Trusts, Marital Agreements (Prenups & Postnups), and charitable giving.
MERGERS & ACQUISITIONS
Extensive M&A support across a wide variety of industries and business sizes; comprehensive support to ensure legal stability and tax efficiency
TAX & EXECUTIVE COMPENSATION
In-house experience with complex tax and executive compensation issues, including tax efficient use of §83(b) elections, option plans, 409A, SEC Rule 701.
501(c)(3) & Nonprofit Support
Comprehensive support for 501(c) Organizations, including applications for tax-exemption, maintenance of exempt status, and UBIT issues.
A trusted advisor at all stages
IP and other asset protection
Initial distributions of equity
THE EMERGING BUSINESS
Contract review and preparation
State and Federal regulatory compliance
THE TIPPING POINT
Financings and equity distributions
Joint ventures and strategic alliances
Federal and state regulatory filings
How it Works
Just fill out our contact form and we’ll be in touch to schedule a time to discuss your needs. Be sure to describe your issue in detail.
If we decide to work together, we will send you an engagement letter specifying the parameters of our work. Once you’ve returned this to us, we can get to work.
Our team will dive into the work you’ve asked us to do, whether it’s legal research, document preparation, or simply advising you on possible paths forward.
At the end of the process, we hope you’ll consider working with us again in the future. It is our goal to earn the role of trusted advisor.