A consultant who specializes in finding solutions for the problems of owners of closely-held (owner-managed) businesses, Rick was a practicing lawyer for over thirty years. He is experienced in business transactions of all types and understands sophisticated estate planning. He addresses considerations such as business succession, asset protection, marital agreements, and wealth accumulation.
He has a special interest in the problems of family-owned enterprises. He is experienced in transactions involving the sale and acquisition of businesses and has helped clients plan and accomplish mergers, tax-free reorganizations, and acquisitions. He assists clients in searching for appropriate businesses,accomplishes investigations of businesses, and implements acquisitions of businesses.
Rick conducts presentations concerning business succession issues.
Rick has drafted and negotiated, and accomplished the execution of complex shareholder and buy-sell agreements as a part of succession planning for business clients. He has coordinated the client’s estate planning with the planning for the client’s business interest and distributions from qualified plans.
Having drafted entity documents and obtained exemptions for private foundations, public charities and supporting organizations, Rick has extensive experience with charitable giving.