Results

Our results speak for themselves.

  • Prepare and implement planning techniques to reorganize, merge or divide a business. Act as counsel in the sale to third parties.
  • For numerous closely held businesses, design the most tax-effective strategies for transferring wealth to succeeding generations, while also ensuring ample post-transition owner income.
  • Counsel businesses on optimal techniques for selling to management or larger employee groups, including planning for employee stock ownership plans (ESOPs), which offer significant tax benefits to buyers and sellers.
  • Prepared for many closely held businesses client-centered buy-sell and governance agreements to provide a clear plan on management of the business, compensation to owners during retirement and compensation to estates upon death.
  • Participate in dispute resolution forums, including mediation and litigation in matters related to business succession.
RESOURCES

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

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Speaking Engagements

October 17, 2019

Andrew Myers Interviewed by the Boston Business Journal for the “Table of Experts: Business of Cannabis” Special Edition

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Firm Announcements

October 10, 2019

Davis Malm Adds Accomplished Tax Attorney Phil Olsen to Business Practice

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Firm Announcements

August 20, 2019

Davis Malm Submits Comments to Cannabis Control Commission Regarding Proposed Revisions to Cannabis Regulations

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Alerts

August 8, 2019

Massachusetts Cannabis Control Commission Proposes Revisions to Cannabis Regulations

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Publications

August 7, 2019

Ex-client accuses Bowditch & Dewey of $20M gaffe

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Publications

July 31, 2019

Landmark Win for Growers Who Wouldn’t Take “No” For An Answer

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Publications

July 29, 2019

An Estate Tax Trap for Foreign Real Estate Investors

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Speaking Engagements

June 21, 2019

Foreign Investments in U.S. Real Estate – Tax Law, Entity Selection and Transaction Structures

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Publications

March 13, 2019

Marijuana entrepreneurs see favorable precedent in Worcester court ruling

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