Business Advisory Services


Natter & Fulmer attorneys provide counsel to businesses and business owners. There are significant legal and tax decisions business owners need to consider when forming, buying, operating, selling or winding up a business. These decisions can significantly impact both legal and tax liabilities of the business as well as its ownership.

Our philosophy in providing business advisory services is to work proactively with ownership and management and, when beneficial, their other advisers to prevent unnecessary legal issues from arising.  When legal issues do arise for a business client, we work to create and implement advantageous solutions.  Our attorneys frequently participate in annual, and even quarterly, company meetings. We have found by meeting with our business clients periodically we are better able to discover and address legal and tax issues before they become problems. Many of our clients have found that getting us involved early on, particularly with employment matters, regulatory issues and contract negotiations, helps them avoid dangers and capitalize on opportunities.

We have worked with numerous business owners when they have sold their businesses.  We have also represented many clients when they have acquired existing businesses.  Our role in a transaction frequently includes providing counsel as to the structure of the deal, negotiating and drafting documents (from an initial letter of intent to the definitive agreements), providing tax and regulatory guidance, performing legal due diligence, and closing of the transaction.  This experience and our network of resources (certified public accountants, investment bankers, business brokers, bankers, financial advisors, and insurance and real estate professionals) consistently prove to be invaluable to clients involved in the acquisition or disposition of a business.

Generally, a business owner needs to develop an exit plan prior to an actual sale of the business. Practically speaking, all business owners either walk away from their business or they get carried out.  We specialize in working with business owners to develop and implement an exit strategy which allows them to transfer their business in accordance with their wishes, whether to family members, others involved in the business or a third party, while minimizing their tax liability and maximizing the cash they receive. In order to develop the correct exit plan for a business owner, it is important to spend the time to understand his or her goals.  Once a business owner client’s goals are understood, we are able to provide guidance in terms of various potential strategies. In order to maximize benefits to a business owner, implementation of an exit plan frequently takes several years.

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