Investment

My office has worked with many types of private and commercial investment vehicles, from simple loans secured by assets, to private placements (Regulation D and the new Jumpstart Our Business Startups (JOBS) Act.

I work directly with either the business owners and management, or the investor, to determine the more favorable structure of the transaction with the understanding of the parties’ needs and objectives.  I will usually work with a tax professional chosen by my client or referred by my office, to ensure that the tax implications of all phases of the transaction are fully understood.