Shareholder and Investor Representation

Shareholder and Investor Representation I represent shareholders and limited partners in various capacities.  Investor and shareholder clients include: Founder(s) of an existing entity or founding partners an early stage investor preferred shareholders managing...

Your Deal Is Mission Critical

Your Deal Is Mission Critical Today’s transaction may be “the deal” for your Company. Without it, you wont have the money, the technology, the employee, the partnership. What happens once the deal is signed? Have you thought that through? If you need...

Predictions for 2019

As I write this, 2018 has come to a close.  The stock market surges and falls on a daily basis because of China, Apple, the Government Shut down. Chance are that the issues that keep you up at night as a business or real estate owner have less to do with those issues...

New Tax Law Changes Present Planning Opportunities

Whether you operate as a C-corporation, pass-through (LLC, S-corp or Partnership) OR as a sole proprietorship, planning opportunities exist. Schedule a call to discuss: – the structure of your business to explore whether entity form changes can reduce tax...
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