Business Law

Topics covered will include:

Drafting the Partnership/Operating Agreement: Protecting Owners and the Business
A well-drafted partnership or operating agreement is essential to protecting both the business and its owners. Beyond the boilerplate, these agreements define decision-making authority, allocate profits and losses, set rules for ownership transfers, and establish a roadmap for resolving disputes. Too often, small businesses rely on generic templates that fail to address critical issues - leading to unnecessary conflict and risk.

Entity Selection and Taxes: Structuring Your Business for Maximum Savings
The decision to form a new legal entity is more than just a legal choice, it is a tax strategy that can have a significant impact on a taxpayer’s business. From how profits are taxed, to how owners are compensated, to how much you keep in a future exit, the wrong entity can cost you dearly. This CLE will explore the different types of legal entities that a taxpayer can form, the various tax classifications involved and what key considerations should be taken into account when advising clients.

Elements of a Small Business Acquisition: SBA Financing and the Coming Silver Tsunami
The U.S. is entering a historic wave of business ownership transfers as Baby Boomer entrepreneurs retire, the so-called “Silver Tsunami.” For buyers, this presents unprecedented opportunities to acquire established businesses. But successful acquisitions require more than capital: they demand a clear understanding of legal structures, SBA financing, and deal execution.