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M&A Lawyer -
Buying & Selling a Business / Exit & Succession
Planning
I handle the sale
of your business, or your purchase of a new business. My
transactions range from formal mergers & acquisitions
(M&A) to
small business sales. I also do exit and succession planning
for my clients (see below).
I try to
fit the legal services to the size and complexity of the
transaction. My philosophy is always to provide the
right level of legal services. For example, it makes no
sense to treat a small business purchase like a
multi-million dollar deal, because a small deal cannot
support the legal fees of a big deal. Conversely, bigger,
more complex deals need more legal work.
The trick is to
know what is really important in a deal. Experience helps,
because it helps me tell you what legal services you absolutely
need and conversely,
what services you can take a calculated risk and
forego (hence not pay for). Clients are always grateful for
this kind of straight-talk.
Here are some
articles that I have written on the topic:
Buying
and Selling a Business
Valuation Issues in Buying and Selling a Business
Buying and Selling a Medical (Dental) Practice
I also do exit
& succession planning. Exit planning is all about
transitioning a business from the original owners to second
generation family or management, or to an outside buyer. My
goal is to get you out of your business with maximum payoff,
maximum security and minimum taxes. If this topic interests
you, try these articles:
Exit & Succession Planning (Short Summary)
Exit &
Succession Planning (Long Version)
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