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Go find that deal. we'll help you
negotiate it.
structure it.
diligence it.
close it.
negotiate it.
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About me
Buy-side M&A lawyer
Here’s the part where most lawyers will tell you about where they went to school, what their GPA was, and what they do in their spare time.
I’m not going to do that since I’m pretty sure you don’t care.
What I will tell you is I am an exclusively buy-side M&A lawyer. I’ve closed 62+ deals worth a combined $165+M, and advised well over 150 clients on various aspects of M&A deals. Having spent 9+ years as a small business lawyer in the trenches with business owners, I’ve also literally "seen it all" when it comes to small businesses.
If you'd like to see what others have said about my services, please read my reviews on avvo.com, and check out my client testimonials. If you'd like to see if we're a good fit to work together, please feel free to book a free meet & greet call.
I'd love to help you with your deal.
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Pre-LOI consulting
Professionally Crafted LOIs for Successful Deals
A well-drafted LOI is crucial in acquisitions.
It goes beyond pricing and terms, setting expectations and forming the basis for a good working relationship. For funding from third parties like SBA banks or investors, it's essential to avoid terms that raise concerns. Poorly written LOIs can lead to legal issues, strained relationships, and funding difficulties.
I have 40+ deals closed, extensive experience with SBA guidelines, and daily interaction with M&A partners. I draw upon this niche focus and exposure to ensure your LOI is professionally crafted, reflecting market terms, current seller sentiment, and meeting SBA bank requirements (or investor expectations). I charge a small flat fee for LOI drafting, rolled into the deal fee if we proceed.
Secure a strong foundation for your next deal. Contact me to discuss your needs and craft a meticulous LOI that sets the stage for success.
Ready for the next step?
Deal representation
◦ Private placement structuring
◦ Entity formation (including Hold Co structure)
◦ Advice & guidance on market terms
◦ Definitive agreements for stock or asset deals
◦ Any ancillary agreements such as transition service agreements, seller notes, employment agreements, and the like
◦ Anything else that comes up
When it comes to buying a business, having the right M&A deal counsel is essential, whether you're replacing your 9-5 or expanding your SMB portfolio. Choosing the wrong lawyer, especially one without specific M&A experience, can jeopardize your deal, introduce unnecessary complications, or even introduce hidden legal impediments and shortcomings.
With over a dozen years as a business lawyer, including 5 years focused on M&A work, and now specializing exclusively in buy-side M&A representation for entrepreneurs, I offer the expertise and guidance needed to navigate even the most demanding and complex deals, ensuring they reach a successful conclusion.
Ready for the next step?
A flat, all-inclusive fee based on the size of your deal. All ancillary services such as entity formation, private placement structuring, and stay agreements, are also based on flat fees.
Thorough analysis combining investigative database results, public records searches, state filing reviews, seller questionnaires, and a meticulous review of seller records and documents. I provide you with the information you need to make informed decisions about your deals.
Leveraging technology, I offer a streamlined & modern client experience, including a Virtual Data Room (VDR), a dedicated Slack channel for each deal, secure document sharing, and unlimited electronic signature capabilities, to streamline deal flow.
I provide coaching and advice throughout the life of your deals, including negotiation, structuring, and, if needed, re-negotiation or restructuring
Extensive experience working within SBA rules for deals funded in whole or in part by SBA loans.
Benefit from my extensive network of professionals who can advise and assist in various deal aspects, such as quality of earnings, insurance, funding, intellectual property, HR, and more.
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