LEGAL CONSULTING​

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Fitness Facility

 

Represented high-performance athletic facility in connection with a sublease agreement and tenant improvements, employment handbook and employee-related agreements.

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Health and Wellness Company

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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. 

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Healthcare Company

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Represented business owners in forming PLLC, reviewing and negotiating lease agreement and determining the availability, registrability and protectability of trademarks

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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.

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Property Preservation Company

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Represented business owner in forming an LLC, creating an employment handbook and policies, and providing guidance on state and federal employment tax laws

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Tech Startup

 

Represented LLC in forming a Delaware corporation, drafting board resolutions and creating an equity incentive plan. 

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An Alabama city 

 

Represented city in private offering of taxable general obligation warrants and general obligation warrants for refunding previously issued debt obligations. 

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An Alabama county

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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.

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Regional bank

 

Represented regional bank in multiple equipment financing arrangements with multiple political subdivisions. 

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Online Retailer of Rare Collectible Goods

 

Represented online retailer in reviewing sweepstakes contests and drafting sweepstakes terms and conditions and donation agreement.

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Creative Entrepreneur

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Represented creative entrepreneur in the book publishing industry in the review of a trademark for availability, protectability and registrability. 

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MANAGEMENT CONSULTING

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Fitness Facility

 

Prepared customized 3-year annual operating budget template with desktop procedures for management team.

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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. 

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Retail Store (Brick-and-Mortar)

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Advised on the sale of all inventory to a third-party purchaser. 

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Tech Startup

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Advised on capitalization of the costs of internal-use software and software to be sold under a software-as-a-service subscription model.