Corporate and Finance

Attorneys at Marshall & Brown have represented clients in many facets of business and tax planning for individuals and entities ranging from simple tax and estate planning, to complex acquisition, disposition, partnership and succession planning transactions. The firm’s experience in these areas gives it an edge in assisting clients in connection with structuring and implementing plans or transactions to help advance each client’s business interests.

  • Counseling Businesses
  • Mergers and Acquisitions
  • Financing
  • Employment Agreements
  • Private Equity Transactions

Representative Transactions

Advised several wealthy families in creating and implementing charitable giving techniques, such as family foundations, charitable remainder trusts and donor advised funds.

Represented several wealthy families in creating and funding family limited partnerships or limited liability companies as a means for transferring assets to second and more remote generations.

Represented a closely held business involved in the manufacturing and sale of commercial floor cleaning equipment in a $10,000,000 transaction involving the sale of substantially all its assets.

Represented an aviation company in the purchase and sale of several business aircraft totaling in excess of $30,000,000 utilizing the tax deferred rules under Internal Revenue Code Section 1031, including a reverse exchange.

Represented a small private equity firm in a $6,000,000 transaction involving the acquisition of the stock for a precision machine shop.