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Practice Areas

Our practice is limited to matters relating to sophisticated closely-held business, securities, taxation, and investment matters, including -
Corporate Law

We advise owners of both small and large businesses during every phase of their operation including entity selection, formation, governance, acquisition and transactional issues, as well as sale, succession, and other types of divestiture events.  Our clients own businesses that operate in industries ranging from manufacturing and retail, to professional services, to commercial and residential real estate development, including oil and gas.

 

 

Estate Planning

We utilize our expertise in the areas of income, estate, and gift taxation, as well as in asset protection, investing, insurance, charitable planning, and business succession planning to formulate comprehensive estate plans that meet each of our client’s particular circumstances and objectives.

Business Succession

Quite simply, our business succession practice examines your goals and objectives for the succession of your business and identifies the most efficient and effective process to achieve those goals.  Our business succession planning also takes into consideration practical business concerns that are specific to your business, as well as the impact of your succession plan from an income, estate, and gift tax standpoint.

 

Probate

During the probate process, we advise surviving family members with regards to the administration of a loved one’s estate once he or she has passed.  We strive to assist clients through the probate process in an efficient manner while relieving many of the burdens that are involved in the full administration of an estate or trust.  We have vast experience in administering complex estates and trusts, many of which involve ongoing closely held businesses.

 

M & A / Securities

We have advised numerous business clients, both as buyers and sellers, during merger and acquisition type transactions.  Our goal in any business sale or purchase transaction is to enable our clients to achieve the greatest value possible while achieving any other personal objectives that they identify.  Our securities practice primarily involves advising clients regarding the structuring and implementation of private equity offerings.

 

 

Oil & Gas / Real Estate

Many of the principals of our firm have several years of experience representing oil and gas companies, as well as landowners seeking counsel regarding their mineral rights.  This area of our practice dates back several years before the Utica Shale boom, and continues to this day.  Additionally, many of our clients have businesses and interests in commercial, multi-family, and residential real estate development.  We routinely assist clients during the acquisition, development, operation, and sale of properties located both in and outside of Ohio.

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