Services
Each entry below is a category of work the firm takes on, with the scope stated the way we would state it in an engagement letter. If your situation doesn't fit an entry, say so — the categories serve the work, not the other way around.
01
Representation of buyers and sellers of private companies: letters of intent, diligence management, purchase agreements, earnouts, escrow, and the closing itself. Typical transaction size runs from $2M to $80M in enterprise value.
Sell-side engagements begin at least ninety days before the company goes to market, because the diligence problems found early are the ones that stay out of the price.
02
Transfer of ownership to the next generation, to management, or to an employee stock ownership plan. The work covers valuation coordination, transfer structure, governance for the transition period, and the buy-sell agreement that keeps the plan intact when circumstances change.
03
Choice and repair of entity structure: S elections and their casualties, partnership allocations, holding-company reorganizations, and pre-transaction restructuring. We work alongside the company's accountants; where there are none equal to the problem, we will say so.
04
Deadlock between equal owners, minority oppression claims, buyout valuation fights, and fiduciary litigation. Most matters settle on the strength of the documents; the firm prepares every one as if it will not.
05 — Fees
Transactional and succession work is quoted as a fixed fee or a capped range after the first consultation. Disputes are billed hourly with a written budget to each phase. Either way, the number arrives before the work does.