Always By Your Side

Human resources and compliance, information security and real estate, business continuity, and safety – when addressing the risks your business faces, knowledge is your most effective tool. As an experienced attorney, and more importantly, as a business owner many times over, I am expertly equipped to use what I know to your best advantage. My superior service emphasis has challenged my team and me to continue to step outside the box and educate ourselves on the latest trends and opportunities, regulations, and risk factors that impact your business. FOR ALL OF THESE REASONS, I SHOULD ALWAYS BE YOUR FIRST CALL NO MATTER WHAT YOU NEED!

In a new business, it is important to have the right foundation in place – to prepare yourself for what’s ahead. You can feel confident working with me no matter what you need. As a person who has started over 20 businesses, I know what it is like to “sit in your chair” and “be in your shoes.” It is exciting and petrifying, depending on the day. There can be many highs along with many sleepless nights. I can help you with a broad range of business issues from employee benefits and insurance to basic business operations like incorporation, HR, IT systems, payroll, accounting, and business planning. When it comes to addressing the risks your business faces, knowledge and experience are your most effective tools.

No matter if you are a start-up or an existing business, my team’s capabilities will help protect your business from threats, give some defensibility when you get in trouble, and help you scale and grow over time. It will come from people who know your business and what it takes to anticipate and address the realities you face successfully. You always have access to the people, the experience, and the knowledge that you need, all from a single resource, including:

It’s more than paychecks and compensation. I will ensure that you have the right resources and practices in place to reduce liabilities, protect your business, support people and create a culture that increases productivity, improves satisfaction, and enables you to attract and keep the best people.

Whether it is creating or reviewing your policy manual, helping with a problem termination or completing a full HR assessment, I have you covered.

Whether you’re anticipating growth, expanding operations, responding to an industry in flux, or simply want to establish a roadmap with measurable milestones along the way – my team ensures you have the resources you need to succeed.

Regardless of the interruption cause, you need to have a plan to ensure your business can recover and continue operations as quickly and efficiently as possible. We can guide you through the planning process, implementation, and testing. On a related but different topic, succession planning for businesses is one of society's most overlooked areas. Like personal estate planning, business owners avoid the topic of what will happen to the business when they die or what they will do with the business when they want to retire. We can help you look at all options, and starting the conversation earlier than later will allow you to worry less and cash in more down the line.

With greater reliance on technology and more proprietary and private data being stored, knowing your systems are secure is critical. Our programs provide you with the policies, procedures, and best practices you need to ensure your data integrity and meet any regulatory or compliance issues regarding data security.

Reach new customers and markets, cross-sell products and services to existing clients, and increase your company's profile to prospective employees, vendors, and the community. My team can help with sales and marketing resources that target your needs, expand your sales footprint, and get in front of qualified buyers on a more consistent basis.

I can take care of most personal and business legal needs, and when I cannot, I can helpline you and/or your business with experts that can address the situation. Some examples are in the areas of incorporation, estate planning, contracts and negotiation, litigation and collections, vendor and contractor agreements, buy-sell agreements, divorce, real estate matters, and employment law.

Buying, Selling or Transitioning a Business? – Always call me first!

In a pro-business environment like ours, there’s a strong market for buying and selling businesses, especially when you have a proven track record. From our experience and expertise to our assurance of confidentiality and reputation for service, it is no wonder we are a preferred partner for those wishing to buy or sell a business. My team has also helped many business owners transition their business to a family member or key employee. We’re also specialists in the area of franchise concepts. One of the main things that sets us apart is that we have not only advised and assisted clients in this area, but we have bought and sold many of our own businesses over time.

The purchase of an existing business can be a smart investment. It’s a great way to pursue entrepreneurship with an established customer base, business assets, and a revenue stream. Or use the acquisition to complement the capabilities of your current business or portfolio. How do you ensure the opportunity is everything you hope? We bring expertise and a proven experience to meet your expectations.

A full-service business brokerage, we’re able to:

• Help you to identify businesses that are available for sale
• Assure due diligence and research is completed to assess the value and viability of the business
• Offer insight into the rewards and risks associated with the purchase
• Provide CPA-certified valuations of business whenever necessary
• Research and negotiate any associated lease terms or real estate assets associated with the purchase

There’s a lot more to selling your business than setting a price and an exit strategy. We understand how to bring together the right terms, the right price, and the right buyer to make the sale of your business. Our reputation is built on a practiced approach that not only sets us apart from many other business brokerage firms; it also ensures a high degree of service to the smallest detail.

When you sell your business through us, we’re able to provide you with:

• Access our extensive network of buyers, along with our knowledge and understanding of their preferences and interests
• Accurately assign a CPA-certified valuation of your business, if necessary
• Provide due diligence and research to ensure the process proceeds smoothly and with no surprises
• Offer additional capabilities to assist with exit strategies and ownership transition, employee relations and client retention, real estate, insurance, and risk management

The range of franchise concepts available today provides near limitless potential for business ownership, especially for aspiring entrepreneurs, those seeking opportunities beyond their existing careers, and business owners wanting to expand into other businesses. We have been involved with many franchises and are connected to many franchise consultants that can assist along the way.

Working with you, we can help you to explore and evaluate the full potential of these offerings:

• Helping you to determine if franchise ownership is right for you
• Identifying the franchise concepts that provide the best fit for you – and offer the best opportunity for success
• Move forward with any franchise opportunity you select, ensuring you understand the process, the terms, and the potential
• Expand beyond the immediate area to include regional or national areas