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.

Go Back