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Closely Held Businesses

The needs of closely held businesses can be considerably different from those of public companies, and we excel at meeting those needs by providing an ideal blend of business, estate and tax planning.

Our attorneys have counseled closely held and family-owned businesses and their owners for more than 30 years. We offer the attentive, personal service they deserve and the full depth and breadth of services they require to address their unique corporate and family issues that are often delicately entwined.

We have expertise in:

  • Business advice and planning
  • Estate planning
  • Tax structure and strategies
  • Labor and employment issues
  • Business valuations
  • Compensation plans
  • Real estate matters
  • Succession planning
  • Bank and venture capital financing
  • Mergers and acquisitions
  • Sales advice and counsel
  • Litigation
  • Shareholder agreements
  • Accounting services

Your General Counsel

Our experienced attorneys enable us to handle the multiple, overlapping needs of both business and family and create solutions that are in the best interests of both.

We have the expertise to resolve tough problems skillfully and efficiently, including:

  • Formation strategies
  • Ownership issues
  • Determining how to measure value and appropriately reward those who create that value
  • Developing succession planning strategies, estate planning strategies and business strategies
  • Developing estate plans that ensure the appropriate family members have the control and value to secure the future success of the business

We can also help assure that appropriate labor and employment practices are in place, which is especially critical when a business changes its structure or undergoes expansion.

Our attorneys understand the infinite complexities of estate and tax planning related to closely held and family-owned businesses.  We can help anticipate and address issues in advance, thereby diminishing the likelihood of future disputes among family members, financial institutions and taxing authorities.  

We would be pleased to share further details about our services and experience. To find out more, please contact Robert P. Maloney at rmaloney@PrinceLobel.com or 617 456 8008.

 
100 Cambridge Street, Suite 2200 | Boston, MA 02114 | 617 456 8000