Brian leverages a practical approach with his thorough understanding of the business, legal and tax worlds to provide strategic, personalized solutions for closely-held entities, non-profits, family-owned businesses, middle-market companies and their respective owners and management teams. Brian’s primary focus is on transactional work – including mergers and acquisitions, asset and stock purchases and sales, capital and private equity transactions, contractual drafting and negotiations, and succession and exit planning, whether for operating entities, real estate holding companies, or a combination of both – but Brian brings additional value when by acting as outside general counsel for his clients, handling all of his clients’ business, real estate, and tax needs while quarterbacking his clients through related legal issues, such as employment, commercial financing, intellectual property, and benefits. For clients looking for right-sized solutions to their complex business issues, Brian’s unique balance of specialization and coverage allows him to be practical and efficient through the application of client-specific knowledge and insight gained from helping similarly-situated clients over the last 20 years.
From non-profit student housing acquisitions to long-term care acquisitions, from Low-Income Housing Tax Credit (LIHTC) transactions to Employee Stock Ownership Plan (ESOP) transactions, Brian brings the energy and drive needed to help steer his clients through fast-paced and complex business transactions. With an LL.M. in Taxation and a B.A. in Economics and Management, Brian’s background and experience enable him to structure transactions that will not only protect his clients but also generate substantial cost savings. Providing personalized and practical solutions to complex business, real estate and tax issues is part of the reason Brian has been distinctly recognized by some of the top lawyer rating publications.
