Client Successes
Business, LLC and Mergers & Acquisitions
- Sale of financial services agency to strategic buyer for $28 million
- Sale of environmental corporation to strategic buyer for $8 million
- Sale of veterinary practice and office building for $2 million transaction value
- Sale of behavioral health outpatient agency for $3 million
- Sale of plant and stone retail distributor to private equity buyer for $1 million
- Purchase of two-doctor practice for $2 million via bank acquisition loan
- Purchase of $1 million healthcare practice for PE firm backed by family office
- Buy-out of senior doctor for $500k in two-doctor practice via seller financing
- Sale of tea house for $700k transaction value
- Sale of franchised store in food industry
- Designed management services organizations for dental (DSOs) and medical (MSOs) practices
- Structured transfers of business ownership between spouses
- Structured transfers of business ownership between business partners
- Represented startups in SAFE capital raise rounds
- Established U.S. operating entities and holding company structure for non-U.S. investors
- Designed asset protection LLCs for married couples and family-owned businesses
- Designed multi-member LLC operating structures for two- and six- business partner scenarios
- Drafted independent contractor agreement and assisted with proper implementation of contractor relationships
- Advised U.S. real estate investors on passthrough structure and buy-out
- Represented founders in negotiation and structuring of equity, employment and executive benefits packages
- Represented executives in negotiation and renegotiation of employment agreements and compensation packages
IRS Representation and Department of Revenue
- Successfully negotiated an IRS Offer in Compromise for food industry client and settled federal tax debt of $506,749 for $116,000 (23% of original balance) after 4 rounds of negotiations, including valuation report from qualified appraiser
- Successfully defended and minimized tax assessed in 6-year NCDOR Sales and Use Tax Audit of healthcare service company with no prior sales or use tax filings and significant record retention irregularities
- Assisted non-filers with delinquent income tax returns into tax filing compliance and become current with income tax payments due
- Negotiated favorable Installment Agreements with the IRS and state tax authorities
- Reduced tax, penalties and interest in IRS Audit Reconsideration, resulting in refund of $121,187 (dollar-for-dollar amount of tax reduction) on high-net-worth individual return
- Remediation of foreign asset and foreign bank account disclosures (FBAR, Form 8938, Form 3520, Form 5471, and Form 5472)
Business and M&A Tax Planning
- Designed tax-favorable structures for group healthcare practices
- Designed tax-efficient structure for family-owned business for family in the highest tax bracket
- Designed business succession from parents to adult children while balancing optimized income tax consequences with parents’ cash flow needs in retirement
- Achieved deemed asset treatment via Section 338(h)(10) qualified stock purchase
- Achieved deemed asset treatment via Section 336(e) election for qualified stock disposition
- Achieved debt treatment for tax purposes in debt-equity scenarios
- Assisted with FIRPTA obligations and tax refund in sale of U.S. real property by non-U.S. sellers
- Identified red flags in tax due diligence of S corporation and C corporation target companies in stock acquisitions
- Advised on change of residency from North Carolina to Florida
- Analyzed tax profile of married couple transitioning through divorce and property division including asset and income discovery
- Analyzed tax consequences of casualty losses and involuntary conversion of real property
Excellence
- We are committed to representing your best interests.
- We are highly organized. We manage information, timelines, and communication effectively.
- We keep our professional knowledge current and stay informed of hot legal topics.
Client Focus
- We ensure that your issue receives personalized attention.
- We treat our clients the way we would like to be treated.
- Our fee structure is guided by transparency.
- We are cost conscious in helping you manage your legal affairs.
Personal Service
- With our clients, we speak and write in plain English. We believe in common sense.
- We give each matter our full attention.
- Our work comes from word-of-mouth referrals.
Integrity
- With practical and honest advice, we help our clients manage risks and accomplish your goals by making informed decisions.
- We act with professional integrity. We comply with and exceed the standards of applicable laws, regulations, and rules of professional ethics.
