Business Planning

Business Planning

Business Transactions, Organization, and Consulting

Our firm services many clients who start, buy or sell a business. In these matters, there are many regulatory issues to be addressed, and an experienced attorney is vital to addressing them. In businesses with multiple owners, written Shareholder (or Partnership, or Operating) Agreements must be in place. Also, many of these same clients require help with negotiating real estate leases, vendor or employee contracts, and loan agreements. Further, for the client who is selling a business, it may be part of an overall succession and estate plan, which is where our firm’s areas of practice often intersect creating a “one-stop shop” experience for our clients.

Many clients are starting, buying or selling a business. In these matters, there are many regulatory issues to be addressed, and an experienced attorney is vital to addressing them. In businesses with multiple owners, written Shareholder (or Partnership, or Operating) Agreements must be in place. Also, many of these same clients will need help with negotiating real estate leases, vendor or employee contracts, and loan agreements. For the client who is selling a business, it may be part of an overall succession and estate plan. This is where Dalen’s two areas of practice can cross over.

Some of the matters covered under Business Transactions include:

Some of the matters covered under Business Transactions include:

  • State, local, and federal regulatory matters
  • Intellectual property
  • Shareholder, partnership, or operation agreements
  • LLC establishment
  • Capital contributions and loss distributions

All of the above are critical for establishing an entities credibility as a potential borrower with financial institutions. Also, if a business plans to bring in investors who are not going to be a day-to-day part of the operation, they will want these items in place with clear definitions of how everything is divided. These are the challenges that Dalen handles with thoughtful, contemplative, and comprehensive care.

Once a business is established, the work continues with items such as:

  • Vendor and supplier contract negotiation
  • Real estate sales and lease contracts and negotiation
  • Employee agreements
  • HR policies
  • Business sales and succession plans