Legal Services

Legal counsel for family and closely held businesses.

We help business owners implement clear decisions involving succession, ownership, governance, transactions, and changes among shareholders or partners.

When the direction is clear, we handle the legal implementation. When it is not, our Enterprise Counsel work helps the owners determine the path first.

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Legal Services for Business Owners

Our legal work focuses on the ownership, governance, and transactions that shape what happens next in a family or closely held business.

Business Succession Planning
Structure ownership and control transitions between generations, family members, key employees, or other successors.

M&A & Business Transactions
Advise on acquisitions, sales, management buyouts, restructurings, and other significant business transactions.

Buy-Sell Agreements
Design and update agreements addressing death, disability, retirement, ownership transfers, valuation, and other triggering events.

Shareholder & Operating Agreements
Create governance frameworks that clarify decision-making, economics, ownership rights, and responsibilities among owners.

Partner & Shareholder Buyouts
Advise owners through negotiated separations, redemptions, and buyouts when ownership relationships need to change.

See examples of our work in Representative Matters.

Need help with a legal matter affecting ownership or transition?

We advise family and closely held businesses when ownership, governance, or a significant transaction requires legal implementation.

If the direction is not yet clear, we can help determine the path through our Enterprise Counsel work before documents are drafted.

Contact Roots & Wings Legal