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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Publications

July 8, 2020

Phil Olsen Serves as Contributing Author for 2019-2020 ABA Sales & Use Tax Deskbook

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Speaking Engagements

June 12, 2020

Annual Massachusetts Tax Update

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Alerts

May 19, 2020

Massachusetts Businesses Get the Green Light to Open

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Publications

May 13, 2020

What Financial Advisors Need to Know About Tax Relief Provisions Under the CARES Act

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Publications

May 12, 2020

How Small Businesses Can Navigate Paid Sick Time and Leave Amid COVID-19

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Publications

May 12, 2020

Massachusetts: Current Issues in the Legal Cannabis Industry

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Publications

April 24, 2020

Mass. Ruling Clarifies Land Use Regs For Cannabis

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Publications

April 17, 2020

Terms make PPP loan program ‘no brainer’ for firms, experts say

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Alerts

April 6, 2020

Tax Relief Provisions Under the CARES Act

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