Practice Areas

Since 1986, I have practiced as a business lawyer, working with entrepreneurs and business owners to help them accomplish succession transactions in their businesses.

The focus of my practice is now on Business Succession, and approximately 95% of my work is in that area. As a business attorney, I have worked with private companies and entrepreneurs at all stages of the business cycle. I no longer typically take on new clients in these areas; however, it is useful to bring to my Business Succession focus a background in and knowledge of these other areas of business law.

Start-Up

  • C Corps, S Corps, LLCs
  • Allocation of Equity
  • Stockholder Agreements
  • Restricted Stock (Vesting)
  • Buy-Sell Arrangements
  • Voting Controls
  • Employment Agreements
  • Non-Disclosure Agreements
  • Non-Solicitation & Non-Competition
  • Proprietary Rights Agreements
  • Severance Arrangements
  • Contractor Agreements
  • IP Ownership, work for hire
  • Restricted Stock Awards
  • 83(b) Elections
  • Stock Options (ISOs, NQOs)
  • Stock Awards
  • Phantom Stock, SARs

Growth

  • Loan Agreements
  • Preferred Stock
  • Convertible Debt
  • Venture Capital
  • Blue Sky Compliance
  • LLC/Corp Records Review
  • Board and Stockholder Meetings
  • Stock Issuance, Redemption & Transfer
  • Recapitalizations
  • Change of Directors/Officers
  • Office Leases
  • Equipment Leases
  • Sales Terms & Conditions
  • Indemnification Provisions
  • Purchase Order Terms
  • Distribution Agreements
  • Sales Representative Agreements
  • Software & Technology Agreements
  • Software Licenses
  • End-user Licenses
  • “Click-wrap” Agreements
  • Source Code Escrows
  • Software Consulting Agreements
  • Technology Purchase Agreements
  • Sublicense Agreements

succession

  • Records Cleanup
  • Buy-Sell Audits
  • Due Diligence
  • Offer Letter, LOI, MOU
  • Stock Purchase Agreements
  • Asset Purchase Agreements
  • Ownership Transition
  • Succession Agreements
  • Tax-Free Reorganizations
  • Dissolution, Cancellation
  • Asset Sale/Transfer
  • Liquidation Plans