Services

  • Help owners navigate the major questions related to ownership transfer, including associated costs, anticipated compensation changes, and firm governance and control
  • Guide owners through the variety of available strategies to transition their business, including internal transfers, mergers, acquisitions and Employee Stock Ownership Plans (ESOPs)
  • Review valuation methodology with owners and advisors to confirm it meets goals of succession planning, including affordability to buyers
  • Implement strategies to identify, incentivize and train future owners
  • Guide owners through the essential series of internal and external meetings to initiate the transition process and vet candidates
  • Provide comprehensive representation related to the preparation of required legal documents such as stock purchase agreements, shareholder buy-sell agreements, indemnification agreements and deferred compensation agreements
  • Assist with:
    • Joint ventures
    • New venture formation
    • Shareholder buyouts
    • Design service agreements
    • Intellectual property registration and protection
    • Employment law and HR matters, including employee handbook preparation
    • Multistate firm licensing requirements
    • Risk assessment and prevention guidance
    • Compliance with the Americans With Disabilities Act
    • Dispute resolution, including negotiation, mediation, arbitration and litigation
    • Defense of malpractice and contractual claim