Business Transactions

Entity formation, contracts, acquisitions, and succession planning — with an eye toward how your business fits into your overall financial picture.

Services

How We Can Help

Every service is designed for your situation. Expand any area below to see what it covers.

Personal Protection: Properly establishes the legal separation between you and your business to protect your personal assets.
Tax Strategy: Structures your entity (S-Corp, LLC, Partnership) to minimize your tax burden.
Clear Rules: Defines how decisions are made and how partners interact, preventing disputes and deadlock.
Credibility: Signals to banks, investors, and clients that your business is a legitimate, enduring enterprise.
Growth Ready: Builds a structure that allows for easy scaling, investment, or sale down the road.

Risk Allocation: Clearly defines who is responsible for what, preventing costly litigation when things go wrong.
Payment Protection: Includes clear payment terms, late fees, and collection costs so you actually get paid for your work.
Scope Definition: Prevents scope creep by explicitly defining what is and is not included in the work.
Better Terms: Negotiates terms that work for you rather than accepting the other side's standard form.
Enforceability: Ensures that the contract will actually hold up in a Florida court if challenged.

Full Value: Ensures you receive the full value through careful negotiation of price and terms.
Risk Discovery: Uncovers hidden problems — tax issues, legal exposure, liabilities — before you sign.
Smooth Transition: Drafts transition service agreements to ensure operations continue without interruption post-closing.
Post-Closing Coverage: Includes protections and holdbacks for issues discovered after closing.

Exit Strategy Development: Creates a clear roadmap for transitioning out of your business on your terms and timeline.
Tax Efficiency: Minimizes income and estate taxes on business transfers through strategic planning.
Buy-Sell Agreements: Establishes binding agreements that protect all owners and prevent disputes during transitions.
Multiple Exit Paths: Prepares for sale to outsiders, transfer to family members, buyout by co-owners, or sale to key employees.
Funding Mechanisms: Implements life insurance or other funding to ensure liquidity for buyouts when needed.
Estate Plan Coordination: Aligns business succession with your personal estate plan to protect your family’s financial security.

Deep Understanding: A legal partner who knows your business inside and out, not someone learning it fresh each time.
Affordable Expertise: Ongoing legal support without the six-figure salary of an in-house attorney.
Quick Answers: On-call access means faster decisions and the ability to move quickly.
Risk Prevention: Spots potential legal issues in your operations before they become problems.
Integrated Planning: Connects business decisions with your personal estate plan so they work together.

Related Services

Plans built around your family — not pulled from a shelf.

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Whether you have a specific question or just want to talk through your options, we are happy to listen.