Acquisition of Insurance Business
Ian represented an individual in the purchase of an insurance business with premium billables in excess of several million dollars. He negotiated an asset acquisition agreement and the related documents, advised the client on financing strategies, negotiated sophisticated real estate issues and successfully led the deal to closing.
Sale of Fast Food Franchise
Ian represented a local franchisee in the sale of a national fast food franchise location in all aspects of the transaction. He negotiated the transfer agreement and real estate lease, and advised the client on a variety of asset sale, tax, real estate and business succession issues.
Sophisticated Trust Planning for Family Business
When it came time to transfer a local real estate business, Ian advised the founder on how best to establish a trust for the seamless continuation of the business after the founder’s death. He drafted the trust, reviewed the reams of underlying documents, and successfully implemented the plan.
Solar Power Development
Ian represented multiple landowners in the negotiation of sophisticated, 30-year land lease agreements to develop multi-million dollar solar power projects. He has negotiated option agreements, lease agreements, easements, and related documents, advised the clients on financing and farming strategies, negotiated sophisticated real estate issues, and successfully led the deals to closing. Afterward, Ian counseled clients on the best estate planning strategies for adding the solar farm rents to the estate plan.