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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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