Strategic Guidance for Business Owners Preparing to Sell
Schedule a 30-Minute Virtual Consultation with An Experienced Business Attorney
How We Help Business Owners Protect Their Exit
Selling a Business Involves More than Finding a Buyer. Protect Your Business Value, Reduce Future Liability, and Prepare for A Smoother Transaction.
Maximize Business Value Before Negotiations
Identify legal, operational, and compliance issues that could impact valuation during the sale process.
Strengthen Your Negotiation Position
Prepare for buyer scrutiny and address key issues before they become obstacles during negotiations.
Reduce Post Closing Liability
Structure agreements and disclosures to minimize future claims and disputes after closing.
Protect the Business You've Built
Review transaction terms, intellectual property, and key business assets to support a successful transition.
Most M&A Attorneys Focus on the Transaction.
We Focus on the Business Behind the Transaction.
Because we serve as outside general counsel for founders and growing businesses every day, we know where buyers are likely to find issues during due diligence. We help business owners address those issues before they become negotiation leverage.
We measure success differently.
We give our clients the same advice we’d give our own family and friends. If we think a deal is too risky, we’ll tell you. If we think you should renegotiate, we’ll explain why. And if we think you should walk away, we’ll tell you that too. Our goal isn’t simply to close transactions. It’s to help our clients make smart business decisions that support their long-term success.
Purchase and sale agreement negotiation
Customer and vendor agreements
Intellectual property ownership
Regulatory compliance concerns
Entity structure and governance
Closing documentation
Representations and warranties
Post closing liability concerns
Helping Business Owners Navigate Sales While Protecting Value
Trusted M&A Counsel for Founders, Business Owners & Growing Companies
Selling your business isn’t just another transaction. It’s the culmination of years of hard work, long hours, and difficult decisions. We’ll help you protect what you’ve built so you can move confidently into your next chapter.
What Makes Our Approach Different
We work with founders, operators, and growing businesses that view legal counsel as a strategic investment in stability, scalability, and long-term value creation.
We Speak Plain English
We explain complex transaction issues in practical business terms so clients can make informed decisions with confidence.
We Understand Business Owners
We partner with entrepreneurs every day, navigating the complexities of an exit to maximize your valuation and ensure a seamless transition to your next chapter.
We Focus on Business Outcomes
Our goal isn’t simply to get a deal closed. Our goal is to help clients complete transactions that support their long-term business and financial objectives.
We Protect What You've Built
We help identify and resolve intellectual property issues, including trademark ownership, copyrights, and software licensing, to maximize your valuation before they become obstacles during due diligence.
Practical Guidance for Business Owners Preparing to Sell
We help business owners navigate business sales with a practical, business focused approach.
How It Works
Schedule Your Exit Strategy Session
We’ll learn about your business and your goals.
Prepare for Due Diligence
We’ll identify issues that could affect your valuation or delay your sale.
Close With Confidence
Move into your next chapter knowing you’ve protected the value you’ve spent years building.
Frequently Asked Questions
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What legal issues can delay a business sale?
Many transactions encounter delays due to incomplete corporate records, unresolved contract issues, intellectual property ownership questions, regulatory concerns, employment matters, or unexpected findings during buyer due diligence.
When should I hire an attorney when preparing to sell my business?
The earlier, the better. Involving legal counsel before you sign a letter of intent or begin negotiations can help identify potential issues, strengthen your negotiating position, and reduce the risk of unexpected problems that could delay or impact the transaction later.
I'm already working with a CPA, wealth advisor, or business broker. Why do I also need an attorney?
Your CPA, advisor, broker, and attorney each play different roles. Your CPA focuses on financial and tax considerations, your broker helps market the business and negotiate business terms, and your attorney helps identify legal risks, structure the transaction, negotiate agreements, and protect your interests before and after closing. We regularly collaborate with CPAs, wealth advisors, business brokers, and other professionals throughout the sale process.
Can you work with my CPA, financial advisor, or business broker?
Absolutely. We believe the best transactions happen when your advisors work together. We’re happy to collaborate with your CPA, financial advisor, wealth advisor, business broker, or other professionals to help move your transaction forward efficiently.
What if buyer due diligence uncovers unexpected issues?
That’s a common part of the transaction process. Depending on the issues identified, buyers and sellers may negotiate adjustments to the purchase price, resolve certain matters before closing, revise transaction terms, or implement additional protections within the agreement. Our goal is to help business owners address issues strategically while protecting long-term value.
How can I prepare my business for a successful sale?
Every business is different. During your strategy session, we’ll discuss your goals, timeline, business structure, contracts, intellectual property, and other factors that may impact the transaction. Our goal is to help identify opportunities to strengthen your position before going to market.
How does the exit strategy session work?
We’ll learn about your business, discuss your goals and timeline, identify potential legal and business considerations, and explain how we can help guide you through the sale process. You’ll leave with a better understanding of the issues to consider and the next steps.
Do you handle business sales throughout California?
Yes. We regularly advise California entrepreneurs, founders, and growing businesses on mergers and acquisitions, whether they are selling businesses in California or participating in transactions involving companies with operations in multiple states.
Should I hire an attorney before I receive an offer?
Ideally, yes. We help business owners maximize the value of their business before negotiations begin. Addressing legal issues early often leads to smoother due diligence, stronger negotiating leverage, and fewer surprises that could reduce your purchase price.
How can I maximize the value of my business before I sell it?
Maximizing value starts well before your business goes on the market. Buyers pay more for businesses with organized records, protected intellectual property, strong contracts, compliant employment practices, and minimal legal issues. During your Exit Strategy Session, we’ll identify legal issues that could impact your valuation and discuss practical steps to address them before negotiations begin.