
Our founder, an Eagle Scout and former corporate and M&A attorney, uses his knowledge and experience to help business owners proactively prepare for the inevitable voluntary or involuntary transition of their business.
To help business owners transform their successful businesses into significant ones, which are valuable, transferable, ready and attractive at any point.
In-person audit of your business's eight (8) functional areas (planning, leadership, sales, marketing, people, operations, finance, and legal) to develop a roadmap to reduce your company-specific risk, which directly increases your intrinsic value.
Identification, collection, and secure electronic data room storage of currently available due diligence items.
Legal business risk analysis of foundational legal documents (operating agreement, buy-sell agreement, etc.) with respect to each of the 5Ds (death, disability, disaster, divorce, and disagreement) that every business owner should proactively prepare for and revise annually.
50% of all potential business transactions fail during the due diligence phase. Proactively create, locate or update any missing or incorrect items identified during the initial due diligence readiness audit.
Some businesses don't require a full-time Chief Legal Officer (CLO) on staff, but can benefit from always having access to one when needed.
Would you play in a major championship game without having prior practice? Of course not! Then why would you start engaging with a prospective buyer without first learning what to say and practicing real-life scenarios?
Potentially harmless comments to a future prospective buyer can kill your deal. Learn what and how to say things in future interactions with prospective buyers.
All future business decisions should be made with a clear understanding of potential future legal risk. Business owners include us on their Board of Directors or advisory board to provide this legal advisory perspective.
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