Corporate & Transactional Law

    As a corporate and transactional attorney in Boca Raton, Florida, we provide counsel to business and individual clients in all areas of corporate, limited liability company, and partnership law, and entity operations, governance, and finance. Whether you're acquiring a competitor, merging with a partner, selling your business, or raising capital through private equity, corporate transactions require sophisticated legal counsel who understands both the legal and financial dimensions.

    The CPA + Attorney Advantage

    Why Choose Peter for Corporate Transactions

    In corporate transactions, the details matter—and the financial details matter most. Peter doesn't just review contracts; he analyzes balance sheets, evaluates earn-out provisions, structures tax-efficient deal terms, and identifies financial risks hiding in the numbers. His Big 4 CPA training and CFO experience mean he catches issues that would require most attorneys to hire an outside financial advisor.

    Peter P. Lindley

    Who This Helps

    • Business owners looking to sell or exit their company
    • Companies acquiring competitors or complementary businesses
    • Investors pursuing private equity or venture capital deals
    • Partners restructuring ownership or resolving disputes
    • Companies raising capital through debt or equity financing
    • Boards navigating complex governance decisions

    When You Need This Service

    • You've received an offer to buy your business and need someone to evaluate the deal terms and tax implications
    • You want to acquire a competitor but need help with due diligence, valuation, and deal structuring
    • You need initial and ongoing financing negotiation and documentation, including loan agreements, mortgages, and UCC financing statements
    • Your partnership is dissolving and you need a fair, legally sound separation
    • You need merger and acquisition documentation including statutory mergers, stock-for-stock, and asset transactions

    How We Help You

    Our step-by-step approach ensures thorough, efficient service.

    1

    Deal Assessment

    We evaluate the transaction from both legal and financial perspectives, including federal income tax analysis and regulatory considerations.

    2

    Due Diligence

    Comprehensive review of financial statements, contracts, liabilities, intellectual property, and regulatory compliance.

    3

    Deal Structuring

    We structure the transaction to optimize tax efficiency, including Section 368 and Section 351 reorganizations and recapitalizations.

    4

    Documentation

    Drafting and negotiating asset purchase agreements, stock purchase agreements, private placement memoranda, subscription agreements, and all ancillary documents.

    5

    Closing & Integration

    We manage the closing process, ensure all conditions are met, and assist with post-closing integration, entity liquidations, and dissolutions.

    Frequently Asked Questions

    Common questions about corporate transactions.

    Need Help with Corporate Transactions?

    Schedule a free initial phone consultation to discuss your specific situation. Peter will assess your needs and recommend the best path forward.

    We typically respond within 24 hours