Refinancings & Exit Advisement

Most investors and business owners are not short on ambition. They are short on visibility into the legal mechanics of the deal in front of them. Loan covenants, personal guaranty exposure, subordination agreements, intercreditor provisions, capital call obligations: these documents carry real consequences, and the people signing them often do not have counsel reviewing the terms before ink hits paper.

The same problem appears on the exit side. Founders and investors who built something valuable find themselves negotiating a sale, a recapitalization, or a partner buyout without a clear understanding of how the transaction structure affects their net position. Tax allocation, indemnification exposure, earnout mechanics, restrictive covenants: the details that determine whether a good headline number actually translates to a good outcome.

This practice exists for clients who want a lawyer in the room before they commit capital or agree to terms, not after. Someone who reads every page, flags what matters, and tells them plainly what they are agreeing to.