Buying, Selling and Investing in Businesses:

I provide services related to forming or creating new businesses whether Limited Liability Company, Corporation, Partnership, Joint Venture or other arrangement. Essential in this process is that I go well beyond simply forming a new entity as I provide insight related to my financial, accounting and business management background to provide guidance for a new business to maximize a client’s long term success.

I do not simply form an entity and move on. I make sure I understand the business operation and goals so I can advise most usefully. I also provide the service of representing clients selling or acquiring a business or investing in a business.  Again, in this situation as well, I seek to understand the deeper dynamics of a specific business environment to create better value and avoid dangerous risks.  

Often related services include Shareholder or Operating Agreements among co-owners and Succession Planning, among other documentation, as necessary.