As a Morris County Business and Estates and Trusts lawyer, I help my clients to plan for the purchase and eventual sale of their businesses, always being sensitive to any succession issues, utilizing my strong negotiation skills to achieve the best price and attractive terms. I approach each transaction, small or large, with careful document review, due diligence, and timely closing of the sale or purchase.
The Firm is experienced in the sale and purchase of small to mid sized companies, including manufacturing companies, health and medically related businesses, sales of businesses into ESOP’s and choice of entity. Frequently our clients are entrepreneurs and founders seeking succession planning and charitable planning after the sale is complete.
Often my business clients seek to combine the sale or purchase with preparing a Life and Estate Plan for their retirement years. My approach is to work to create the best Life Plan possible, including such issues as the 3 key documents:
- Financial Power of Attorney
- Health Care Directive/Living Will
Additional planning choices include
- Trust terminations.
- Charitable Giving vehicles including
- Foundations and Donor Advised Funds.
- Tax reduction of estate assets
Communication is the key to a great working relationship, and I strive to actively respond to your inquiries and be your guide, bridge and advocate throughout , and to inform you of all legal issues and opportunities, with the utmost support, diligence and concern for my client’s needs.