Comprehensive Legal Services
Peter P. Lindley, P.A. provides a full range of business, corporate, tax, and real estate legal services. Every engagement benefits from Peter's unique combination of attorney, CPA, and MBA credentials.
Entity Choice, Formation & Governance
Peter P. Lindley, P.A. is committed to your success and prosperity as your business formation attorney in Boca Raton, Florida. To meet your goals, we are dedicated to close collaboration with you so w...
Common Needs
- You need to decide between a sole proprietorship, general partnership, limited partnership, LLC, or corporation
- You have a successful sole proprietorship and want to formalize and protect your personal assets
- You and a partner are forming a joint venture and need clear partnership/operating agreements
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 organizati...
Common Needs
- 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
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 e...
Common Needs
- 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
Tax Law
Peter P. Lindley, P.A. is a Boca Raton tax attorney and CPA who assists businesses, real estate investors, and owners with federal income tax planning, entity structuring, 1031 exchange coordination, ...
Common Needs
- Your current business structure is costing you more in taxes than necessary
- You're planning a major transaction and need to understand the tax consequences before you commit
- You want to structure compensation, distributions, and benefits to minimize your overall tax burden
Entity Taxation
The firm provides counsel for small and medium-sized clients regarding federal, state, and local tax implications of their structures, transactions, and capital expansion plans with a view toward tax ...
Common Needs
- You want to structure your business to maximize tax benefits and minimize tax liability
- You're planning a transaction and need to understand the entity-level tax implications
- You need help with federal income tax planning for a limited partnership or LLC
Real Estate Acquisitions, Dispositions & 1031 Exchanges
The firm's real estate practice includes real estate acquisition and disposition transactions, and their financing. Additionally, the firm has experience in structuring both domestic and offshore fede...
Common Needs
- You're selling an investment property and want to defer capital gains taxes through a 1031 exchange
- You need comprehensive legal support for a commercial or residential real estate acquisition
- You need title examination, insurance, and closing services for a real estate transaction
Real Estate Law Resources
A real estate lawyer in Boca Raton, Florida, Peter P. Lindley, P.A. can help you if you're looking to invest in real estate, grow your business through asset acquisitions, or get into residential or c...
Common Needs
- You need a lawyer to review your real estate sales contract and protect your rights
- You need due diligence support including title searches, inspections, and zoning research
- You're a landlord who needs a strong, enforceable lease agreement
Private Placement & Capital Raise Transactions
Peter P. Lindley, P.A. advises Boca Raton companies, real estate ventures, issuers, and founders on private placement and capital raise transactions. Regulation D exempt offerings, including Rule 506 ...
Common Needs
- Your company needs to raise capital but wants to avoid the cost and complexity of a registered IPO
- You are preparing a Regulation D private placement and need a securities law compliant Private Placement Memorandum
- You need guidance on whether a Rule 506(b) or Rule 506(c) offering is the right fit for your investor base
Joint Ventures, LLCs & Partnerships
Joint ventures in Boca Raton, Florida, commonly conducted in the form of limited liability companies or limited partnerships, can be among the most complex of business relationships to structure and d...
Common Needs
- You and another business are contemplating a joint venture to pursue a common project
- You need a limited liability company operating agreement that addresses all key partnership issues
- You want to structure a strategic alliance that protects competitive independence while sharing resources
Charitable Organizations
The firm has experience consulting with organizers, fiduciaries, and managers in the formation, governance, and tax compliance of tax-exempt charitable organizations in Boca Raton, Florida. Charitable...
Common Needs
- You want to establish a tax-exempt charitable organization and need guidance on the application process
- You need help determining whether your organization should be structured as a private foundation or public charity
- Your private foundation needs help navigating the heightened regulatory tax regime
Wetland Mitigation Banks
Mitigation banks in Boca Raton, Florida, are the legal environmental surrogate entity enabling the authorized compensatory offset to adverse impacts to wetlands and other aquatic resources occasioned ...
Common Needs
- Your development project will impact wetlands and you need compensatory mitigation
- You want to establish a mitigation bank to sell credits to developers
- You need guidance on federal and state wetland regulations and permitting
The CPA + Attorney Advantage
Most business attorneys provide legal advice. Most CPAs provide financial advice. Peter Lindley provides both\u2014eliminating the communication gaps and conflicting recommendations that come from working with separate advisors.
