Family Owned Businesses

Wendy is committed to working with small, family-owned businesses to ensure that they are organized and run properly and that they help the family become stronger, not fall apart due to business stress.

Wendy has worked with many family-owned businesses and has guided them through successful business transitions with pragmatic advice and empathy. Family businesses present unique challenges and Wendy provides comprehensive legal services to meet those needs. 

Wendy can provide guidance on the following:

  • Formation 

  • Operating Agreements

  • Leadership transition and succession

  • Minority shareholders

  • Non-active family owners

  • Regulatory compliance

  • Sale of business interests to family members

  • Sale of business interests to non-family members

  • Sale of business to employees

  • Shareholder agreements

  • Shareholder liquidity

  • Business counseling

  • Company structures

  • Compensation and benefits for non-family employees

  • Compensation and equity incentives for family owners

  • Disability and retirement planning

  • Dispute resolution

  • Interfamily/owner relations and governance

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