600 E. Carmel Drive, Suite 112, Carmel, Indiana 46032
317-749-0591 317-749-0591

General Business & Tax Law / Entrepreneurial Services

Here are some of the matters I can help you with.  I will meet with you in person (no charge for our first meeting) to see what you need and how I may be able to help you.

  • Tax planning, including Section 1031 tax-free exchanges (regular and reverse exchanges)
  • Employment Agreements and compensation planning (including tax planning for profit sharing plans and for deferred compensation like profits interests and phantom stock grants)
  • Non-competition, non-solicitation, confidentiality/NDA, invention, and works-for-hire arrangements. Indiana has a special “blue-pencil” court interpretation doctrine.
  • Shareholder buy-sell agreements; shareholder/owner disputes
  • Operating/governance/voting agreements among business owners to establish the rules of the road and to protect the interests of minority/non-controlling owners
  • Founders/contribution agreements for emerging businesses
  • Loan proposals, arrangements and documentation.
  • Office, warehouse, industrial, horse stable, and retail leases (renewal options, expansion option, early exits, right of first refusal to purchase, right of landlord to relocate tenant, allocation of repair, replacement, and maintenance responsibilities)
  • Equipment leases
  • Consulting, software development, software-as-a-service, and licensing agreements
  • Marketing arrangements (distribution, sales rep/agent, joint-venture/cooperative agreements)
  • Franchising arrangements
  • Real estate purchase and sell agreements. Commercial real estate development and financing (and re-financing).
  • Evaluation of and planning for business investment opportunities
  • Please contact me to talk or to set an appointment. I don’t charge for our first meeting.


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