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Get in touch with our Closely Held Business team.

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Closely Held Business

Advice That Works for You

Each entrepreneur and closely held client has unique motivations and individual, dynamic needs that require creative and efficient business and personal solutions. You need counselors that act as business advisors – not merely keepers of the law.

Our Closely Held Business team consists of corporate, tax and estate planning professionals who are well-versed in the issues unique to closely held business clients including:

  • Selecting and forming business entities such as C corporations, S corporations, general partnerships, or limited liability companies, as the needs of the business and its owners dictate.
  • Assisting in protecting valuable intellectual property rights, including domestic and international trademarks, patents and copyrights.
  • Assisting in locating and negotiating loans from traditional and nontraditional sources.
  • Working to raise equity by providing practical as well as experiential advice.
  • Structuring and negotiating employee stock ownership plans (ESOP) structures and ESOP loans.
  • Analyzing and structuring transactions in order to minimize federal and state income, excise and transfer taxes.
  • Assisting in acquisition of real estate and lease of property, including sale-leasebacks with owners.
  • While recognizing the high toll of litigation in today’s business environment, offering creative solutions to resolve disputes, short of litigation, including arbitration and mediation.
  • Structuring executive compensation using techniques that reward key employees and build loyalty to owners.
  • Minimizing taxes from international operations through use of foreign sales corporations or other controlled foreign corporations.
  • Coordinating business planning with owners' estate planning.

Get in touch with our Closely Held Business team.

View our entire team  Download Service