Every journey has a beginning. Getting off on the right foot can help you leverage opportunity and minimize risk from the outset, giving you a solid start toward a successful future.

  • Organizational Structure/Choice of Entity
  • Estate Planning Considerations
  • Tax Strategies for New Business Ventures
  • Filing Requirements
  • Foreign Qualification
  • Ownership & Control Issues
  • Start-Up Development
  • Section 1202 Qualified Small Business Stock (QSBS) Planning
Overview Capital

Joseph Ritchey

Corporate, Tax, Health Care

Tanya Shunnara

Trusts, Estates and Wealth Preservation

Starting a New Business in Alabama

Successful entrepreneurs start with a plan for where they want to go with their new venture. Life experiences, passions, or,… Read More

Estate Planning for The Entrepreneur

Whether you are a seasoned business owner or an entrepreneur starting a business, many challenges await you on your journey,… Read More

FORMING A NEW ENTITY IN ALABAMA? Beware of Mail Solicitations for Unneeded Services.

If you form an entity (such as a corporation or limited liability company) in Alabama, you may receive a solicitation… Read More

Forming a New Business Entity Checklist


Corporation Law: Alabama



Making sure every stage of your journey is funded properly can be the difference between success and failure, from your venture’s early development through every phase of its growth.

  • Bank Loans
  • Private Equity & Venture Capital
  • Private Placements
  • SBA Loans
  • Economic Incentives
  • Government Contracts
  • Tax Credit Finance
  • Securities Law Compliance
Formation People

John H. Cooper

Corporate, Tax

W. Todd Carlisle

Banking and Finance, Corporate, Health Care, Tax

Funding Your New Business Venture

All new businesses need money, and many entrepreneurs are only too eager to start raising funds for their new venture… Read More

So What’s the Difference Between Private Equity and Venture Capital?

The search for funding for a new business can be a trying experience. Traditional bank products are expensive. Loans and… Read More

Avoiding the Securities Minefield


ESOP Trustee Issues in a Potential Sale


Employee Stock Ownership Plans – Helping Owners Achieve Liquidity



Developing and managing your workforce, suppliers, vendors, and partners is the key to your success. Creating a team using best practices in hiring, training, managing, and compensation will help you build momentum toward reaching your long-term goals.

  • DOL & IRS Issues
  • Employee Benefits & Executive Compensation
  • Development of Recruiting & Retention Policies
  • Non-Disclosure/Non-Competition Agreements
  • Labor & Employment Litigation
  • Employment Law Training Program Development
  • Regulatory, Compliance & Risk Management
  • Privacy & Data Security
Capital Space

Kyle Smith

Litigation and Dispute Resolution, Health Care

Gaile Pugh Gratton Greene

Employment and Labor

Jay Maples

Banking and Finance, Corporate, Health Care, Tax

No Cause for Alarm: Understanding and Responding to an IRS Employer Shared Responsibility Payment (ESRP) Notice

Receiving a notification from the IRS about possibly owing money is usually a downer. Here, we will help you understand… Read More

HIPAA and Medical Records

As a business owner, you are asked to hand over medical records that you have. What should you do? The… Read More

Section 199A Retirement Planning Opportunities

Are you confused by the IRS’s Section 199A deduction? It can actually be quite beneficial— up to a point. Read… Read More

DOL Final Rule Sets $35,568 Salary Threshold

On September 24, 2019, the U.S. Department of Labor (DOL) announced the publication of the final rule updating the minimum… Read More


Being able to address a full scope of real estate issues – from planning, executing, complying, and even litigating when necessary – with quick, effective solutions will help you stay on course as your business grows.

  • Zoning
  • Negotiating Lease Arrangements/Transactional Documents
  • Planning, Financing & Developing Complex/Routine Commercial Ventures
  • Assisting with Financing
  • Eminent Domain
  • Land-Use Matters
People Growth

Adam J. Sigman

Corporate, Real Estate

Nathan Stotser

Real Estate

Steven Brickman

Real Estate, Health Care

Chambers Global Practice Guides - US Regional Real Estate 2022


Real Estate Ownership: Alabama


Real Estate Leasing: Alabama



Opening new markets and creating new opportunities will increase your presence and strengthen your position – all critical elements as you look toward expansion.

  • Tax Strategies
  • IP, Licensure & Protection for Traditional/Digital Markets
  • Copyright/Trademark
  • Contract/Economic Development
  • Strategic Partnerships
  • Franchise, Distribution, Leasing & Service Agreements
  • Securing Public/Private Investments
  • Creative Financial, Regulatory & Other Consultative Strategies Involving Taxes, Transportation & Logistics
  • Land Use Planning & Development
Space Adversity

Brad Sklar

Tax, Corporate, Real Estate, Government Contracts, Health Care

Michelle Abroms Levin

Litigation, Tax

Howard Neiswender

Trusts, Estates and Wealth Preservation

Year-End Tax Planning Ideas

Here is a list of creative year-end tax planning ideas designed to help you take advantage of the tax laws:… Read More

Opportunity Zones – Second Batch of Proposed Regulations

On April 17, 2019, the Internal Revenue Service (IRS) released the eagerly awaited second batch of proposed regulations (REG-120186-18) relating… Read More

Reducing Your Tax Bill Through Opportunity Zone Planning

The Opportunity Zone program was enacted to encourage taxpayers to realize gains on appreciated assets and invest such gains in… Read More


Lawsuits and legal battles can not only slow your progress, they can stop you right in your tracks. Being prepared to aggressively confront adversity head-on from the start is the surest way to overcome and achieve success.

  • Employment Litigation
  • ERISA/Employee Benefits Litigation
  • Business and Commercial Disputes
  • Enforcement of Non-Compete Agreements and Other Restrictive Covenants
  • Protection of Intellectual Property
  • Shareholder/Owner Disputes
  • Internal and External Investigations
  • Responding to Subpoenas
  • Recovery of Collateral and Collection of Defaulted Obligations
  • Bankruptcy Litigation
Growth Opportunities

J.S. “Chris” Christie, Jr.

Health Care, Litigation and Dispute Resolution

Alyse Windsor

Litigation and Dispute Resolution, Health Care

Cheryl Howell Oswalt

Litigation and Dispute Resolution

Responding to a Subpoena: A Helpful Step-by-Step Guide

Imagine your daily mail includes a thick envelope that looks like it comes from a law firm. Or, imagine some… Read More

Overly Broad Subpoenas: Hand It All Over?

When you receive a subpoena requesting the production of documents, are you obligated to do exactly what the subpoena says… Read More


Whether acquiring or selling a business or asset, having the right strategic advice is key. Structuring, negotiating, documenting, and closing transactions the right way will help you avoid the many pitfalls and stay on course to meet your business goals.

  • Mergers & Acquisitions
  • Stockholder Activism
  • Tax Strategies & Considerations
  • Franchising
  • Corporate Structuring/Restructuring
  • Joint Ventures
  • Strategic Alliances
  • Public Offerings/Private Equity
  • Recapitalizations
  • Leveraged Buyouts
  • Formation of Investment Vehicles
  • Purchase Price Allocation Issues
  • Maximizing Amortization & Depreciation Benefits
Adversity Exit Strategies

David W. Drum

Corporate, Tax

Nwando Anwah


Alex Sidwell


Preparing for the Sale of Your Business: Understanding the Process

Building a strong business to provide for, or pass on to, successive generations is the dream that motivates many successful… Read More

Preparing for the Sale of Your Business: Building Your Team

Building a strong business to provide for, or pass on to, successive generations is a dream that motivates many successful… Read More

Preparing a Business for Sale: Helpful Hints

Figuring out the right time to sell your business is never an easy decision. Combining advanced planning with a team… Read More

Chambers Global Practice Guides - Corporate M&A


Strategic Transaction Process

Exit Strategies

Exit Strategies

As your journey moves toward its end, your ownership transition needs to focus on the realization and preservation of value while addressing the needs of your family, your business, and you.

  • Estate Planning
  • Succession Planning
  • Buy-Sell Agreements
  • Charitable Planning
  • Trusts
  • Wills
  • Probate & Estate Administration
  • Special Needs Planning
  • Tax Strategies
Exit Strategies

Leigh A. Kaylor

Trusts, Estates and Wealth Preservation

Katherine Barr

Trusts, Estates and Wealth Preservation

Elizabeth H. Hutchins

Trusts, Estates and Wealth Preservation

Protecting and Growing Your Wealth Through the Family Office

The phrase “family office” is relatively simple yet non-descript. The term has become common parlance for wealthy families and their… Read More

Digital Asset Planning

01101000 01100101 01101100 01101100 01101111. That is “hello” in binary code, the language that all digital computers speak. The computer… Read More

Estate Planning Advantage: Do You Need A Living Trust?