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Article III · Practice area

Business Law.

Entity formation, ongoing general counsel, business succession planning, and the corporate work that intersects with the firm’s estate practice.

Article I.The work

Many of the families we work with also run businesses, and most of those businesses eventually need to think about succession. Our business practice grew out of that intersection. We form entities, draft and review agreements, handle the corporate work that comes up over the life of a closely held company, and — when the time comes — plan and document the transition of ownership to the next generation, to a partner, or to a buyer.

We work in cooperation with our clients’ accountants and financial advisors. Some of our engagements are project-based; many become long-running.

Article II.Scope

What this includes.

Who this serves: Closely held business owners, family-owned companies, and professional practices.

  • Entity formation: corporations, LLCs, limited and family partnerships
  • Operating agreements, shareholder agreements, partnership agreements
  • Buy-sell agreements and succession structures
  • Business succession planning, including coordination with estate plans
  • Sale and acquisition support for closely held businesses
  • General corporate counsel on an ongoing basis

Begin a conversation.

Engagements begin with a confidential conversation. We will listen first; we will quote scope and fees only after we understand what you need.

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Article IV

Discretion