Firm Services
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 start-ups.
Start-up founders 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 cell (including after-hours by call and text), email, and FaceTime, recognizing that start-ups and their principals routinely need access to their counsel outside the nine-to-five.
I assist start-ups and small businesses to grow and protect their interests. Among other things, I assist clients with:
- • entity selection
- • business formation
- • operating agreements
- • term sheets
- • 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.
My practice also provides strategic advisory and counsel for real estate and business ventures at every stage: ideation, iteration, growth, and exit.
Unlike many other firms and legal services providers, I prioritize the development of long-term working relationships with my clients in lieu of piecemeal, “one-off” transactions.
I am also available face-to-face locally and globally to serve my clients, depending upon their unique needs.
In this sense, I enmesh myself with founders and their teams and offer many of the benefits of in-house counsel without the unaffordable price tag.
If you prefer, call or text me now at +1 (239) 682-9925. Or, email me instead.