» Business and Succession Planning

Advised family-owned technology company through its transition planning using stock option agreements and eventual management takeover by key employees. Read More

Counseled multimillion dollar manufacturing business in California regarding the transfer on the death of its principal shareholder of the company’s stock to charitable trust, while maintaining preferred stock returns to uninvolved spouse. Also advised regarding the prospective management transition from the founder to new management team on death of the founder. Read More

Advised a local corporation which owned and operated a gas station, automobile repair shops and rental properties regarding an ownership transition issues associated with an asset sale and estate plan. Read More

Counseled a large corporation through management succession upon the retirement of Chairman of the Board, including the replacement of an ineffective transition President. Read More

Counseled family general partnership in its ongoing ownership of real property, including transition to an LLC and renegotiation of existing mineral lease agreements with a power plant operator. Advised family regarding the transition of ownership and management to the next generation. Read More

Advised multimillion dollar family-owned manufacturing business through ownership transfer to the next generation together with a new financial management team that took minority ownership interest. Read More

Counseled and represented a shareholder in a transaction to acquire the majority interest from the other owners of an existing restaurant and bar. Read More

Represented shareholders of California energy service company in sale of control to designated managers within the company. Negotiated and drafted sale agreement and related security documents. Read More