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.

View Our Business Resources

Publications

January 31, 2024

Massachusetts Taxation and DOR Practice Guide

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Publications

January 31, 2024

Adult-Use Cannabis Licensing (MA)

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Speaking Engagements

January 18, 2024

Business Immigration Fundamentals

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Firm Announcements

December 19, 2023

Davis Malm Attorneys Serve as Contributing Authors for ILN’s 2023 Edition of “Establishing a Business Entity: An International Guide”

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Speaking Engagements

December 11, 2023

2023 Massachusetts State Tax Update

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Alerts

December 5, 2023

Be Prepared as the Corporate Transparency Act (CTA) Takes Effect January 1, 2024

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Alerts

November 29, 2023

Highlights of the New Massachusetts Rules Implementing the Cannabis Act

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Publications

November 1, 2023

Massachusetts State and Local Tax Update – Third Quarter 2023

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Speaking Engagements

October 26, 2023

Forming a Company

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