Business acquisitions & private investments
Know what you’re buying—or investing in—before you commit.
Chris reviews the legal documents and relevant financial information to help clients understand how the structure, liabilities, business performance, and deal terms affect both risk and economic value.
Legal and business guidance focused on making a sound investment.
Chris begins by understanding the target company, proposed price or investment, ownership structure, financing, timeline, and the client’s principal concerns. For an acquisition, he helps evaluate whether the transaction should be structured as an asset purchase or equity purchase. For a private investment, he reviews the proposed ownership rights, restrictions, economics, and investor protections.
Chris also reviews available financial statements and related information to identify trends, inconsistencies, obligations, customer or revenue concentration, working-capital concerns, and questions that should be answered before proceeding. That review is informed by his experience as a former chief operating officer and business owner—not merely by the transaction documents.
The engagement may include a letter of intent, legal and financial due diligence, purchase or investment agreements, and closing documents. When the matter requires an audit, valuation, tax opinion, or specialized analysis, Chris helps identify the questions that should be addressed by the appropriate CPA, valuation professional, or other adviser.
The purpose is not simply to complete documents. It is to help the client test the assumptions behind the transaction, understand the bargain, and allocate risk intelligently.
Transaction review may include
- Evaluate acquisition or investment structure
- Review financial statements and business-performance information
- Review or prepare a letter of intent
- Identify priority legal and financial due-diligence questions
- Review and negotiate purchase or investment agreements
- Coordinate with tax, valuation, and other specialized advisers
- Address closing and transition requirements
Before signing
The documents and the numbers should tell the same story.
A buyer or investor should understand how the company makes money, which assets and obligations are included, what liabilities may remain, whether important contracts will continue, and what protections apply if the business is not as represented.
A practical next step
Discuss your business and legal goals.
Start with a short inquiry. Chris personally reviews every inquiry and generally responds within one business day.
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