The Closely Held Business Group at Davis Malm concentrates on solving the unique problems that confront family and small businesses. The origin of the group arises out of a recognition that family and small businesses have unique problems that must be addressed in a comprehensive manner.
This interdisciplinary group invokes years of experience and the expertise
of seasoned lawyers practicing in the areas of corporate, trusts and estates,
tax and litigation. We are prepared and equipped to address each stage of
family and closely held small business development including:
- Initial selection of the appropriate business form
- Financial structure
- Access to capital
- Corporate and family tax planning
- Issues of corporate governance
- Generational succession
- Estate planning designed to protect the integrity and value of the business
Additionally, our transactional attorneys have assisted small businesses
in countless mergers, acquisitions and sales.
When owners of family and small businesses are confronted with problems
that cannot be resolved short of litigation, Davis Malm has extensive experience
in litigating these types of disputes. Members of the group led the team
that won the landmark Demoulas case, which is believed to have resulted
in the largest judgment ever achieved in Massachusetts history. They bring
to the group not only years of winning experience, but a keen awareness
of how to anticipate and resolve problems at the earliest possible stage.


