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Corporate & Business Transactions

Business Transactions and Agreements

Our attorneys negotiate and draft business and transactional agreements and other documents used in a wide variety of business transactions and operations. We provide advice and analysis with the client's interests and objectives in mind, to help our clients successfully reach their goals.

Closely-Held Businesses

Closely-held businesses are privately owned companies whose owners have a direct involvement with the operation or management of the business. These businesses present special problems, such as succession planning and exit strategies that arise from the interaction of the personal interests of the business owners and business objectives.

Our attorneys focus on the needs of the closely-held business. We address issues faced by these businesses to help achieve both the goals of the business and the individuals behind the business. We have extensive experience in structuring relationships among individuals and investors.

Corporate Formation, Operations and Governance

Our team of experienced attorneys and professional legal staff help clients meet the changing needs and issues that arise in the various stages of the lifecycle of a corporation. We help guide our clients through the strategies, legal requirements, and corporate formalities associated with:

• Capitalization
• Management Changes
• Spin-offs
• Exit Strategies

Limited Liability and Partnership Entities (LLCs, LLPs, LPs, GPs)

Our attorneys work with our clients to determine the best form of entity for their business, and advise them on how to structure the governing documents to fit their needs. Our goal is to work with our clients from the planning stage and counsel them throughout the life of the entity to meet legal challenges and successfully realize their plans.

Professional Businesses and Entities

Our experience and focus on privately-held companies is brought to particular application with professional businesses.

We counsel professionals and work with professional groups to analyze and select an appropriate form of business entity, then plan and implement the formation of the professional business, deal with licensing requirements, and address issues as they arise in operating professional practices, changes in ownership, and sales, acquisitions, reorganizations, and dissolutions of professional practices.

We have worked with clients in a variety of professions including medical practitioners, attorneys, accountants, engineers, and architects.

Equity and Non Equity Based Fee Compensation Plans

We work with our clients to plan, establish, and implement equity-based incentive programs including incentive stock option plans, compensatory stock plans, restricted stock issuances, stock appreciation right programs, and deferred compensation programs.

Business Litigation

We have extensive experience in all areas of business and civil litigation in both Federal and State courts.

Based on our clients' business needs and objectives, we develop strategies and achieve those goals. We often use alternative dispute methods such as arbitration or mediation to obtain satisfactory resolution of litigation.

Business Succession Planning

Our Estate Planning Attorneys help family business owners prepare business succession plans tailored to fit their individual needs. Please continue to our Estate Planning Group to read more about business succession planning.

Where We Practice

Lonich & Patton, LLP handles matters for clients in northern California, especially San Jose and Silicon Valley. Our services are available to anyone within the following counties: Santa Clara, San Mateo, Alameda, Contra Costa, Santa Cruz, Monterey, and San Benito. For a full listing of areas where we practice, please click here.