Mergers & Acquisitions

Whether you’re acquiring, selling, merging or preparing for a future exit, we help ensure the transaction is thoughtfully structured, thoroughly documented and aligned with your goals.

We advise business owners, investors and operators on how to navigate risk, protect assets and preserve value — while keeping the transaction moving forward.

OUR FOCUS

We provide strategic legal support through every phase of a business transition — from preparing for due diligence well in advance, to negotiating terms, drafting definitive agreements, managing closing and advising on post-sale integration and planning.

  • We assess whether an asset or equity sale is best for your goals, advise on successor liability and tax implications and guide the creation and reorganization of business entities needed for a clean transfer.

  • We draft or review LOIs that clearly outline terms, timelines, deal terms and contingencies — setting a solid foundation for negotiation.

  • We manage and review disclosures related to contracts, licenses, liabilities, intellectual property and compliance. Our goal: spot red flags early and prevent surprises at closing.

  • We draft and negotiate the definitive purchase agreement, along with all supporting contracts — including non-competes, transition plans, employment terms and escrow arrangements — to reflect the final business terms.

  • We support the assignment or renegotiation of key contracts, transfer of employee obligations and implementation of offer letters or employment agreements post-close.

  • We advise on mechanisms like holdbacks, earn-outs and working capital adjustments, ensuring that valuation-related terms are clearly defined and enforceable.

INDUSTRY SPECIALTIES

Medical Practices

Whether you're buying a practice, preparing to sell or structuring an associate buy-in, we help ensure everything behind the scenes is organized, accurate and protected. That includes accounts receivable, patient credits and refunds, provider agreements, goodwill allocation and how to handle any outstanding or incomplete treatment.

We understand that a medical practice isn’t just a business — it’s a clinical operation with layers of compliance and reputation on the line. Our role is to make sure the legal and financial details support a smooth transition for both the team and the patients — now and in the future.

Product-Based & E-Commerce Businesses

For founders managing product lines, fulfillment schedules and supplier relationships, selling or scaling a business can feel like trying to pause a moving train. We help you prepare in real time — organizing vendor contracts, clarifying IP ownership and structuring inventory terms so that your systems keep running, even as ownership changes.

Whether you're growing toward acquisition or actively navigating one, we make sure the legal foundation matches the operational reality.

Brand-Centered & Creative Asset Businesses

If your business is built on original ideas — brand identity, content, designs or product IP — you need more than generic M&A support. We help creative and brand-led businesses prepare for licensing, sale or acquisition by organizing their trademarks, copyrights, brand assets and the products tied to them.

Whether you’re selling a portfolio, negotiating a licensing deal or preparing to exit, we ensure your intellectual property is secure and central to the value of your business.

BUSINESS ACQUISITION & REAL ESTATE STRATEGY

Buying a business often comes with a key decision: lease the space or purchase the property. We help clients evaluate both options and structure the real estate component to align with the overall deal.

Whether assigning a lease, negotiating new terms or closing on a commercial property, we ensure the business and real estate work together — not against each other.

Explore our Real Estate Investment services.

FREQUENTLY ASKED QUESTIONS

When should I bring on legal counsel?

As early as possible — ideally before signing an LOI. Early involvement helps shape strategy, clarify terms and avoid costly missteps during due diligence and negotiation.

What’s the difference between an asset sale and a stock sale?

In an asset sale, specific business assets (e.g., equipment, goodwill, contracts) are transferred. In a stock or equity sale, ownership of the entire company changes hands. Each has tax, liability and operational implications that must be weighed carefully.

Do I need a new entity to buy a business?

Not always. But depending on the transaction type and tax goals, we may recommend creating a new entity to hold acquired assets or shares.