I have a passion for working with entrepreneurs and businesses. As a youth I worked in several family owned businesses and I came to appreciate the importance of the American small business. Small businesses are the backbone of our economy. They provide a majority of the nation’s jobs and serve as the engine that makes us the economic leaders of the world. My education in accounting and business administration has benefitted me in my professional career. I have worked for a large multinational corporation and a small startup technology firm. Over the past four years I have counseled nearly fifty local businesses on matter from startup to cessation, and everywhere in between. I aim to work with local area businesses who want to take a proactive approach to their business legal needs. Too often owners neglect to take essential steps until it is too late? I am looking for clients that want professional guidance avoiding costly mistakes

Common Mistakes:

• Incomplete incorporation or LLC formation
• A lack of shareholder or operating agreement
• Failure to issue or log stock transfers
• Doing business without a written contract
• Signing a contract without legal review
• Not structuring your business in the proper entity
• Not integrating an estate plan into your business succession planning
• Violation of wage and hour laws
• Licensing Compliance
• Data Security issues

Business Formations

Sole proprietorship, Corporation, S-Corporation, Limited Liability Company (LLC), Partnership; What form is the best for your business? Do you need to limit your liability to protect your personal affairs from the risks of your business? Would a different business entity provide you tax savings? Each business is unique and there is not a one size fits all answer to the best entity question.

A consultation on entity selection for startup businesses can avoid a lot of misconception and mistakes. And if you decide to incorporate or form an LLC, I offer comprehensive professional legal services at a reasonable flat rate. I know there are do-it-yourself alternatives out there that promise cheap incorporations services. Unfortunately, you get what you pay for. Having an experienced attorney incorporate your business or form your LLC can save you thousands of dollars in the long run. Get things completed properly from the start, with professional guidance, and avoid headaches later.

Contract Review

Get it in writing and make sure the agreement actually represents your intent. I wish we lived in a world where a handshake and a promise never led to business disputes. Sadly, contract disputes arise far too often because of a lack of written agreement or a poorly drafted contract. I am a fan of simple, plain english, contractual agreements that define each parties obligations.

Although we can’t escape all boilerplate, contracts should not be written in such obscure legalese that people don’t know what is meant. My objective when reviewing a contract is to make sure my client understands what the contract says and that it matches their intent. I think my experience allows me to talk through lots of “what if” scenarios and possible outcomes that might not have been thought of otherwise.

Purchase and Sale of Businesses

The purchase or sale foo a business is an exciting time for both parties. The seller has built a successful business and is now cashing out on the equity they have built. The buyer is acquiring a business that might be the culmination of a lifelong dream. No matter the circumstance, professional legal counsel on the structure and details of the transaction benefits everyone involved. Have you drafted a clear letter of intent that spells out the essential terms that both parties agree to? An LOI is a great way to make sure a workable deal is possible before getting bogged down in the particulars. And speaking of the particulars, there are a variety of ways to structure a purcase transaction.

Whether a Stock Sale, Asset Sale, Merger, the particulars of buying or selling of a business create a myriad of legal and tax consequences. These agreements for the purchase and sale of business have significant importance on a smooth transaction, a happy buyer and seller. My approach to these contracts is to get the parties to discuss in advance the ins-and-outs of the transaction. The more things are discussed in advance, the less disagreement there is later on. If you are buying or selling your business your lawyer should play a large role from start to finish.

Protect your loved ones and secure your future with an Estate Plan.

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