Firm Services

Firm Services

My practice emphasizes, but is not limited to, the law as it intersects small- and medium-sized businesses (including early stage start-ups) and their stakeholders.

I personally deliver concierge Chief Legal Officer services (also characterized as general counsel services) to my clients without the many drawbacks of bringing attorneys on payroll, in-house.

When clients hire me, I apply not only my legal knowledge, but also my skills and expertise I accrued in operations and finance at the world’s largest accounting firm, airline, and bank, bolstered by my insights from forming and growing my own ventures.

Prospective clients particularly appreciate this confluence of experience and find it a tremendous value as compared with the costs of onboarding one or more “consultants,” attorneys, accountants, and tax advisors.

Clients enjoy direct access to me (without a middle man, assistant, or go-between) by phone, email, and face-to-face.

Among other things, I assist clients with:

  • • estate planning
  • • entity selection
  • • business formation
  • • operating agreements
  • • term sheets
  • • buying or selling a business
  • • adding or removing a partner or shareholder
  • • equity raising, “buy-ins,” and “buy-outs”
  • • employment agreements
  • • compensation planning
  • • license agreements
  • • consulting agreements
  • • crisis management
  • • contract negotiations
  • • joint ventures
  • • non-compete and non-solicitation agreements
  • • regulatory analysis and planning
  • • business tax planning (international, federal, state, and local)
  • • stock purchase agreements, options, and issuance plans
  • • start-up funding (e.g., angel, seed, and Series A rounds), and the
  • • protection of trade names and ideas

Because I am an attorney and also a CPA, I bring to the table a dual-view, delivering deep subject matter knowledge of financial reporting, accounting, and analysis.

The reality is that many competent, experienced attorneys are uncomfortable with financial statements and analysis and many competent, experienced CPAs are simply not licensed nor equipped to practice law.

My practice also provides strategic advisory and counsel for real estate and business ventures at every stage, from ideation through final sale.

If you prefer, email me instead.