Our Clients

We serve our clients in the areas of General Business Law, Tax Planning and Controversy Representation, Mergers and Acquisitions, Employee Stock Ownership Plans (ESOPS), and Deferred Compensation, including both Qualified Plans as well as Nonqualified Deferred Compensation.   We also assist charitable organizations with a variety of legal issues, including most notably 403(b) Plans and 457 deferred compensation arrangements and we set up both simple and more complex estate plans depending on each client's individual needs.

Our clients consist primarily of closely held businesses that encounter legal challenges in their shareholder relationships, employee engagements, dealing with their growth and strategic planning issues, and a wide variety of related legal matters.  Many of our clients seek our assistance in completing limited and exempt equity offerings.  Recently, our clients have been involved in high tech and internet businesses as well as special effects services in film production.

We are dedicated to helping business owners who struggle to economically operate their businesses in a difficult legal and economic climate.  We help form start up businesses, set up shareholder agreements, assist in the establishment of compensation arrangements, and ultimately help our clients find ways to convert their equity into cash using strategies to take tax free distributions from their companies, position themselves for mergers or acquisitions, or to complete outright sales of their businesses.  Many of our clients have engaged in leveraged ESOP transactions to achieve their goals.  

We consistently remain attuned to the unique needs of each of our clients.  Because of the changing times, we have commenced offering flexible fee and retainer arrangements to enable our clients to have cost effective legal services available to them despite the difficult economic cycle.  An added advantage is that we have more than 35 years of experience consulting with clients as tax and general corporate counsel assisting in a wide variety of legal settings.

Our clients are located primarily in Southern California but we also have long term client relationships throughout the Southwest.

Free Initial Consultation - Click Here to contact us.