Business Practices

Closely Held Businesses

Family and small businesses often face unique and sensitive challenges. Our multidisciplinary team has a long history of guiding these clients through each stage of business development and operations. Helping you build and protect the integrity and value of your business is our goal.

We advise on:

  • initial selection of the appropriate business form
  • commercial contracts
  • shareholder agreements and equity incentive plans
  • structuring debt and equity 
  • privacy policies and terms of use
  • tax planning and succession
  • employment agreements 
  • management buy-outs and employee stock ownership plans (ESOPs) 
  • split-offs and spin-offs
  • repurchases or redemptions of founders’ shares
  • commercial litigation and shareholder disputes
  • other day-to-day legal issues

BUSINESS PRACTICES

Results

Our results speak for themselves.

  • Closed a $39MM stock sale on behalf of the sole shareholder of an entity providing wireline services to gas and oil-field production companies.
  • Represented a closely held New England manufacturer in structuring employment arrangements with its senior executive team, including stock option plans.
  • Guided a family-owned manufacturing concern through a tax-free split-off of its packaging materials business unit. 

 

BUSINESS ATTORNEYS

Meet the Closely Held Businesses Team.

Meet All Of Our Attorneys
Amy Fracassini

Shareholder

Amy L. Fracassini

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Joshua Grossman

Shareholder

Joshua S. Grossman

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Dan Janis

Shareholder

Daniel T. Janis

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Shareholder

Tamsin R. Kaplan

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Andrew Myers

Shareholder

Andrew D. Myers

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David Rogers

Senior Attorney

David M. Rogers

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Emily Tanji

Associate

Emily Tanji

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Senior Attorney

James “Jamey” A. Wachta

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RESOURCES

Happenings, headlines and insights.
See what’s new at Davis Malm.

View Our Business Resources

Firm Announcements

February 23, 2026

Andrew D. Myers Named a “Go To Business Transactions Lawyer” by Massachusetts Lawyers Weekly

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Publications

November 12, 2025

Navigating the Property Tax Appeal Process: What Property Owners Need to Know

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Publications

August 12, 2025

Exhausting Administrative Remedies in a Tax Appeal, Phil Olsen Published by Massachusetts Lawyers Weekly

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Speaking Engagements

June 25, 2025

Jamey Wachta Presents on AUTM Webinar Focusing on Consulting Agreements Used by Life Sciences Faculty

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Speaking Engagements

June 23, 2025

Philip S. Olsen Presents on BBA Webinar, “Introduction to Careers in Tax Law & Tax Section Social”

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Publications

June 20, 2025

Phil Olsen Serves as Contributing Author for 2023-2024 ABA Sales & Use Tax Deskbook

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Firm Announcements

June 12, 2025

Courtney A. Simmons Named a “Rising Star” by New England Real Estate Journal

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Firm Announcements

June 5, 2025

Davis Malm Attorneys and Practice Areas Recognized by 2025 Chambers USA

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Publications

May 30, 2025

Study: Boston at top in list of firms with AI-created testimonials

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