Indiana University Kelley School of Business, B.S., with highest distinction/honors program, Beta Gamma Sigma, 1978; University of Chicago Law School, J.D., 1981
Year of First Admission:
Indiana State Bar Association; American Bar Association.
Attorney for Business Sale & Acquisition
2017-2018 - -
Educational certification and credentialing business (services and tangible
products). Involved significant
non-compete planning and the use of “rollover business startup” (called “ROBS”)
financing to access IRA funds for the payment of part of the purchase price
(simultaneous with the use of SBA financing). (7-figure transaction)
2017 - - Buyer’s
attorney. Operating auto body shop (and
real estate purchase). Indiana sales tax
and seller retirement plan issues. Significant due diligence. (7-figure
Financing & Development Transactions
2018 - - Tax counsel and general document counsel for a
7-figure refinance for a production business
· 2017 - - Tax counsel and local Indiana counsel for a
$20,000,000+ refinance for a real estate development and operations business
Attorney for 501(c)(3) Not-for Profit Organization
2016 – 2018
- - Attorney and extensive business consulting for the formation and growth of
a 501(c)(3) not-for-profit Christian ministry/burn survivor assistance
organization, including book publishing project, public relations campaign,
theological/outreach positioning, donation solicitation planning.
Attorney for Miscellaneous Business Matters
· 2017-2018 - - Dissolution of a long-term investment limited
liability company which completed a Brazil (South America) farmland investment.
· 2017 - - Counsel to a sales employee at a financially
distressed distributor business, including work-out of non-compete, final order
fulfillments, and bonus compensation payment and other issues with the
distressed employer. Also assisted with
the negotiation of the transition to a new employer.
· 2016 - - Long-term master lease (for lessor) of
geo-technical drilling equipment to be used by multiple lessees on a shared
· 2017 - - Non-Circumvent & Confidentiality Agreement
with a new marketing partner.
· 2016 - - Counsel as to investment in emerging medical
service and real estate project-oriented business.
· 2015 - - Designed tax-effective equity compensation
program for an emerging, vertically-integrated farming and marketing company
(using safe harbors provided for in IRS rulings).
- Free Initial Consultation
- Fixed Hourly Rates
- Fixed Fees Available