FAMILY BUSINESS and ENTREPRENEURS
Advise family and other entrepreneurial businesses on tax efficient ownership structures.Advise multi-generation families and their businesses in developing and implementing strategies to assure transition and continuity of family business activities, long-term wealth transfer and charitable goals.Designed, structured and implemented key management synthetic equity compensation plans to align management goals with family ownership strategic plans.Advisor to active ”hands-on” private philanthropic ventures.Assisted management team in a multimillion-dollar leveraged buyout transaction to acquire equity through qualified and nonstatutory option plans.Designed and implemented a spinoff of unwanted corporate assets from core corporate business operations.Serves as outside general counsel to numerous multigenerational entrepreneurial businesses.Designed, structured and implemented corporate acquisition transactions, including tax-deferred roll-over of management equity.Assisted with tax structure and related planning for acquisition of major retail and related operations out of bankruptcy.Representation of beneficiaries of highly-contested estate involving closely-held family businesses and complex financing issues requiring coordination with international financial lending institution.Advisor to closely held corporate businesses in design and implementation of various deferred compensation and pseudo-equity plans for key management personnel.Assisted owners of a closely held business with the buyout of family members no longer active in the operation of the business.Advisor to family businesses seeking to minimize the onerous C-Corporate taxation without incurring the traditional costs associated with the corporate liquidation process.Advisor to entrepreneurial start-up companies in structuring the interests held by the capital and service providers to maximize the deferral of tax payments and the after-tax proceeds.
