Mergers & Acquisitions
Mergers and Acquisitions / Joint Ventures Many medium size businesses become involved in a merger and acquisition transaction or a joint venture as a once in a lifetime experience. They are in need of an...
Purchase/Sale of Businesses
Consulting / Brokerage with Respect to Buying and Selling Businesses The process of buying and selling a business is replete with opportunities and also, unfortunately, bombshells. Buyers are typically most interested in placing a desirable...
Private Placements
Private Placement of Equity and Debt Private Placements for equity and debt financing raised from accredited investors are sometimes a valuable tool for growing businesses, businesses in need of project financing and businesses in need...
Public/Private Partnerships
Public/ Private Partnerships Municipalities often attract and retain business through a variety of municipal, development, financing and tax incentive strategies. Oftentimes, though not always, these strategies relate to real estate development. An advisor with experience...
Business Succession Planning
Closely-Held Business Succession Planning It is critical to structure the succession of a family business to the next generation and/or valuable employees in a manner that serves the estate planning needs of the current owners...
Business Records Audit
Business Records Audit Many closely-held businesses arise out an entrepreneurial setting, in which company record keeping takes a back seat. Prior to engaging in any significant business transaction and/or estate/family planning, it is essential to...
Bank Financing
Bank Financing Growing businesses, businesses in need of project financing and businesses in need of restructuring typically need to arrange for bank financing. Current bank financing arrangements often contain covenants and other terms and conditions...
