Financial Transactions

In addition to our investment services, we also counsel our clients on many other financial transactions.  Our attorneys work with businesses on a range of debt transactions, including unsecured promissory notes, factoring agreements, guarantees (including personal guarantees), indemnifications, and various security instruments.  Our secured transactions have included anything from inventory, to equipment, to accounts receivable.  We also have significant experience with various types of leases (capital and operating), especially as to the desired tax treatment of the parties.  Our founder has special experience with understanding the limits of debt and financing laws, having begun has career as a bankruptcy attorney.  Speak with one of our attorneys to begin exploring and evaluating your options.

Sample Transactions:

• Reorganized and consolidated general unsecured and various secured obligations of high growth development company ($1 million)
• Advised distressed company on use of short term debt as part of its operational capital ($0.5 million)
• Structured purchase agreement so as to avoid potential default lease treatment by the Internal Revenue Service in contravention of parties' desired outcome ($2 million)