Corporate Governance & Transactions
The Boca Raton, Florida-based firm serves as legal counsel across Florida to owners and entrepreneurs of closely held, small and mid-sized businesses throughout the entire life cycle of the organization, from entity choice at inception to raising capital through private placement or other growth financing, day-to-day governance, doing deals, succession planning, and exit strategies. We focus on the business objectives of our clients to help them achieve their goals in a complex and changing regulatory environment through timely, value-added counsel.
Why Choose Peter for Corporate Governance
The firm recognizes that there are unique challenges involved in owning and running a closely held or family-owned business, including developing an effective management team, seizing growth opportunities, and assembling a well-integrated group of outside professional advisers. Peter draws upon his multidisciplinary professional experience in accountancy, taxation, and the law to provide an integrated set of legal services for business clients—often beyond standard work hours when transaction timeliness demands.
Raising Capital Through a Private Placement?
If your governance question involves investor capital, Regulation D, a Private Placement Memorandum, or Rule 506 offering documents, Peter also provides dedicated private placement attorney counsel for Boca Raton issuers and real estate ventures.
Who This Helps
- Owners and entrepreneurs of closely held businesses
- Family-owned businesses navigating growth and governance
- Companies seeking private equity or debt capital
- Businesses planning mergers, acquisitions, or restructurings
- Organizations needing corporate compliance and governance documentation
- Entrepreneurs raising capital through SEC-exempt offerings
When You Need This Service
- You need to identify and select the proper entity for your new business concept
- Your business needs governance documentation to minimize conflicts among shareholders, members, or partners
- You're looking to raise capital through private equity or debt financing
- You need private placement attorney guidance before offering securities to investors
- You need help structuring a merger, acquisition, or corporate restructuring
- You want exit strategy planning, including buy-sell agreements and deadlock avoidance mechanisms
How We Help You
Our step-by-step approach ensures thorough, efficient service.
Entity Choice
We assist founders and organizers with identifying the proper entity from both state law organizational and federal income taxation perspectives, including regulatory and growth capital considerations.
Governance Framework
We craft governing documentation addressing deadlock avoidance, majority versus minority stakeholder interests, exit strategies, and dispute resolution mechanisms.
Growth Financing
We advise on mergers, acquisitions, restructurings, commercial finance, and private equity offerings to support your capital expansion plans.
Private Equity
We structure private equity transactions using exemptions under the Securities Act of 1933 and Regulations D and S, including Rule 504, 505, and 506 offerings.
Ongoing Operations
We handle employment agreements, equity compensation plans, independent contractor agreements, board minutes, and annual shareholder matters.
Frequently Asked Questions
Common questions about corporate governance.