Case Studies


  • Medical Practice Formation
    Assisted physicians in formation of specialty medical practice, including working with consulting team to obtain Certificate of Need.
  • Business Formation and Maintenance
    Assisted hundreds of clients in various industries (manufacturing, heating & air conditioning, salons, software development, environmental restoration, real estate developers, architects, financial planners, contractors, retail sales, inventors, financial planners, yoga and Pilates facilities, engineers, physicians, plumbers, dentists, psychologists, oral surgeons, audiologists, trucking companies, insurance agents, acupuncturists, factoring companies) with successfully navigating the business formation aspects and ongoing company maintenance, including lease negotiations and employment issues.
  • Family Asset Protection
    Extensive experience advising families on asset protection and transition options.
  • Consulting Agreements
    Prepared numerous agreements for business consultants.
  • Business Purchase and Sales
    Extensive work with clients’ teams to negotiate and document favorable business transitions.


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