Business Department

An ounce of prevention is worth a pound of cure. This is not only true in regards to your health but also to your business and financial well-being.  Through representation of many clients, our business attorneys at Shea, Aiello, Doxsie & Petz, PLLC consistently advise business clients on preventative measure from the simple business adjustments to the complex transactions while also routinely counseling businesses on virtually all of the legal problems they may face.  Helping our clients stay out of court by limiting or preventing liability is a key element of our approach to business disputes.

We are aware that establishing and operating a business involves ever-present financial, operational and legal issues. We partner with our clients to ensure that all needs are understood and met through regular meetings, ongoing open communication and providing clients with unfettered access to their team of attorneys.  Additionally, we frequently integrate our client's matters where applicable with the client's other professional advisors, including their accountants, financial advisors, appraisers, bankers and insurance advisors. We tailor our communication strategies for the different needs of each client.  

Our team at SADP finds that many of our individual clients, especially physicians, corporate executives and principals of closely held businesses and other professionals face a disproportionate exposure to lawsuits. Our attorneys are sensitive to these increased risks and we advise our clients on protective measures intended to preserve their assets. Our Business Department consists of  attorneys who listen, educate, recommend, design, and assist in the implementation of safe, flexible, comprehensive yet understandable, efficient, and cost effective innovative tax and non tax oriented wealth formation and transfer strategies and related protective documents in order to achieve the goals and objectives of our clients. We employ an integrated planning process using internal expertise and external alliances to create sound and effective solutions for our clients.

SADP’s Business Department provides services in the following areas:

• Counseling on deal structure, tax implications and preliminary planning
• Business organization, including counsel on the type of business entity and structure, preparation or proper corporate minutes, preparing shareholder agreements, buy-sell agreements and LLC operating agreements
• Designing and implementing tailored estate planning strategies for high wealth individuals
• Negotiating and drafting complex business agreements, including purchase and sale agreements, consulting agreements, sales representative agreements and other contracts
• Negotiating and drafting buy-sell agreements for closely held corporations and limited liability companies
• Executive Compensation Agreements
• Real estate liability and transfer planning
• Providing counsel and advice to Subchapter S corporations in acquisitions, redemptions and financing transactions
• Advice and planning for the acquisition and sale of assets
• Counseling to businesses regarding commercial transactions, mergers, joint ventures and strategic alliances
• General corporate matters, including legal opinions, policy review and drafting, board resolution drafting, state and federal filings, regulatory compliance and maintenance of corporate minute books
• Assisting businesses with obtaining financing, including the structuring and documentation of initial and subsequent debt and/or equity financing