
LEGAL CONSULTING
Fitness Facility
Represented high-performance athletic facility in connection with a sublease agreement and tenant improvements, employment handbook and employee-related agreements.
Health and Wellness Company
Represented business owner in forming an LLC, drafting waiver and release of liability agreement, researching availability and protectability of trademarks, and preparing a disclosure statement.
Healthcare Company
Represented business owners in forming PLLC, reviewing and negotiating lease agreement and determining the availability, registrability and protectability of trademarks
Retail Store
Represented business owner in forming an LLC, creating an employment handbook and policies, preparing an operating budget and providing guidance on state and federal employment tax laws.
Property Preservation Company
Represented business owner in forming an LLC, creating an employment handbook and policies, and providing guidance on state and federal employment tax laws
Tech Startup
Represented LLC in forming a Delaware corporation, drafting board resolutions and creating an equity incentive plan.
An Alabama city
Represented city in private offering of taxable general obligation warrants and general obligation warrants for refunding previously issued debt obligations.
An Alabama county
Participated in working group that acted as tax counsel for county's debt restructuring as it emerged from bankruptcy after defaulting on $1.78 billion in sewer revenue warrants.
Regional bank
Represented regional bank in multiple equipment financing arrangements with multiple political subdivisions.
Online Retailer of Rare Collectible Goods
Represented online retailer in reviewing sweepstakes contests and drafting sweepstakes terms and conditions and donation agreement.
Creative Entrepreneur
Represented creative entrepreneur in the book publishing industry in the review of a trademark for availability, protectability and registrability.
MANAGEMENT CONSULTING
Fitness Facility
Prepared customized 3-year annual operating budget template with desktop procedures for management team.
Health and Wellness Company
Prepared annual operating budget template for actively monitoring profit margins and net income. Assisted in developing an overall strategic plan for business growth.
Retail Store (Brick-and-Mortar)
Advised on the sale of all inventory to a third-party purchaser.
Tech Startup
Advised on capitalization of the costs of internal-use software and software to be sold under a software-as-a-service subscription model.
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