Clients have needs to be addressed in an exit plan that involve life insurance.

you know an owner or executive of a privately held company in need of legal assistance in forming, growing or selling his or her business.

you have a need for holistic wealth planning and investment management before and after an exit.

working with a business owner who is considering selling their lower middle market company or is interested in growing inorganically through an acquisition.

512-426-9780

You need corporate legal assistance and are contemplating raising capital for an operating company, investing in an operating company (private equity or venture capital) or selling or buying a business.

you have questions about Federal or state tax planning or compliance, business valuations, entity structuring or mergers and acquisitions.

A business owner or investor in a business is having a liquidity event and needs help thinking through how to achieve long-term financial goals after an exit.

an opportunity arises to engage a wealth management team that can guide you on maximizing the value of your business, advise you through the transition, and design a wealth management strategy to preserve your legacy.