Waterford Executive Centre, 27911 Crown Lake Boulevard Suite 201 , Bonita Springs, Florida 34135

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Business Planning

Lyons & Lyons attorneys are available to assist with all aspects of business transactions that arise during the business life cycle – from start-up to acquisition and merger to divestitures and reorganization to dissolution.

As corporate, mergers and acquisitions attorneys, we offer representation and advice to closely-held business clients. We counsel organizations on day-to-day operations and provide advice to clients in all phases of business development and continuation.

In addition to advising clients on all types of commercial and financial transactions and negotiations, we draft all necessary documentation and suggest strategies to accomplish goals that suit your business health. Our commercial and corporate finance transactional engagements provide our clients guidance on how best to structure and fund their capital needs; clients have many options such as private offerings, venture capital funding, crowd funding and the options appear to be increasing for closely held companies.

Our practice areas include:

Acquisitions and Divestitures: Handling mergers and acquisitions transactions, corporate spin-offs, privatizations, acquisitions and dispositions of business entities, assets, and divisions.

Start-Up and Operational Counsel: Advising on choice of business organization, choice of jurisdiction, organizational documentation, state and federal filings, general securities and tax issues bearing upon these types of entities, the organization and structure of commercial joint ventures and matters relating to structuring anti-takeover protection, counseling clients in connection with issues pertaining to directors’ liability, piercing the corporate veil, privilege, consulting agreements and other general counsel.

Private Securities Offerings: Counseling clients on the availability of exemptions from the state and federal registration processes and providing advice ranging across the spectrum of available federal exemptions, private placements and transactions qualifying for exemptions, sale of commercial paper, participation in exchange offers, private corporate spin-offs and venture capital banking transactions.

Restructuring: Advising companies in planning and implementing corporate restructurings, establishing holding companies, spin-off of businesses to shareholders, subsidiary roll-ups.

The corporate attorneys at Lyons & Lyons gain a great sense of accomplishment from closing deals. Showing clients the lay of the land and the business risks, but not getting in the way of the deal, they work to be as efficient as possible while managing every detail of your transaction.

Succession Plan Analysis

Whether your goal is to retire from your business ownership with a positive cash flow to support you in your next phase or if you are concerned with the continuation of your legacy, at Lyons & Lyons we understand your needs and are prepared to help you meet them.

As a business owner, your personal financial success has been in the past, remains today and may continue to be in the future, inexorably linked with the future of your business and yet you may be unsure how to disengage from this entanglement in a way that will benefit you and the business you are leaving behind.

With an estimated 70 percent of family-owned businesses failing to survive the transition from the founder to the second generation, it is apparent that better planning is required.

Lyons & Lyons provide that planning for closely held business owners, professionals and corporate officers.

We conduct an in-depth analysis of all the planning processes and documentation with an eye towards doing what is best for the business and your legacy, as well as providing impeccable estate planning for your future and those of your heirs.

We examine:

  • Your company’s structure and business plan
  • All corporate documentation
  • Any existing business succession plan
  • Real estate holdings
  • Life insurance and liquidity needs
  • Existing estate planning documents

After this examination, our experienced attorneys then listen and listen closely, to your philosophy, your dreams and what you want for yourself and your company. We help you create the legacy you wish to leave behind.

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