​CHARITABLE LEGAL PROBONO SERVICES

  • St. Paul’s Lutheran Church ~ Gathering Place program
  • Kids’ Chance of Wisconsin ~ Tax and legal matters
  • Adult Literacy Center of Ozaukee County ~ Board Member & Secretary 

SPEAKER/PRESENTER/JUDGE 

  • Sheboygan Co. Chamber of Commerce Business Assistance Committee.
  • Private Equity and Venture Capital Committee of Business Law Section of Wisconsin State Bar Association.
  • Member of Sheboygan Area A-Team Entrepreneur Business Start-up Assistance.
  • Business Plan Competition Judge ~ NE Wisconsin/New North
  • Business Challenge Coach ~ Junior Achievement of East Central Wisconsin
  • Lecturer ~ Lakeshore Technical College ~ Business Law/Entrepreneurship
  • Facilitator ~ Wisconsin Family Business Forum Seminars
  • Presenter ~ 2010-A New Decade, A New Financial Landscape seminar with Kolb & Co.
​

RECENT M & A TRANSACTIONS – Attorney Shawn G. Rice, Rice Business Law

Seller Side​:
2014/2015
  • Medical product/device manufacturer and royalty
  • Painting Contractor
  • Commercial Real Estate Shopping Mall
  • Electrical Contractor
  • Commercial Print Shop Business
  • Elevator Service Contractor
  • Vision Center/Surgery
2015/2016
  • Display Manufacturer
  • Paint & Stain Retailer
  • Commercial Retail Store Real Estate
  • Metal Re-Finishing (Redemption)
  • Professional/Technical Staffing Co.
  • Canine Care Franchise
  • Vehicle Repair Shop Real Estate
  • Nursing Home
2017
  • Family business to third generation
  • Re-wrote Letters of Intent offers
  • Post-Closing transition services contracts
Buyer Side​:
2014/2015
  • Coffee roasting retail business
  • National Plumbing & Drain Service Franchises (2)
  • Pool & Spa Distributor & Retailer
2015/2016
  • Commercial Engineering Real Estate
  • Crowd Funding for Radio Show National Syndication
  • Cellular Franchise
  • Healthcare – Dutch manufacturer
  • Hospitality Industry business
  • Electrical Contractor
  • Brewery (Recapitalization)
  • OEM Parts Distributor
  • Home Decorating Retail Store
2017
  • Assets of a national agriculture implement industry parts supplier
  • Recapitalization of national sign company
  • Specialty key service business
  • Pending ROBS acquisition

RECENT CORPORATE TRANSACTIONS

  • Revised terms and conditions for numerous invoices, purchase orders and contracts
  • Prepared a Non-Exclusive Distribution Agreement and Dealer Contract
  • Amended commercial loan arrangements for a private investor/creditor
  • Negotiated an international trademark license agreement
  • Enforced a non-competition covenant versus a key former sales employee
  • Analyzed Exclusive Production Agreement
  • Amended and Restated Corporate Bylaws and Shareholder Agreement for family business
  • Documented a sales redemption transaction
  • Launched a crowd funding (Wisconsin exempt offering) to raise funds for a local business’ national expansion
  • Formed dozens of new entities, LLCs, subsidiaries and corporations

RECENT REAL ESTATE TRANSACTIONS

  • Gifted lake property to second generation and negotiated co-ownership and management issues among family
  • Gifted commercial retail building to a third generation with minimal tax consequences
  • Modified a new commercial office lease agreement for a tenant
  • Negotiated a farm land swap for a residential real estate lot
  • Drafted equity and debt agreement for co-owned commercial building
  • Terminated a Commercial Real Estate Lease
  • Documented a seller financed sale of residential real estate

RECENT ESTATE AND TRUST MATTERS

  • Formal probate involving disinheriting only child
  • Informal probate avoidance for residential real estate transfer
  • Trust administration involving disclaimers by beneficiaries
  • Final documentation of multi-year gifting of lake property by grandmother
  • Multi-generational family succession planning for local business transition, including generation-skipping analysis