Who I Help

Owners at a decision point

My work concentrates on the moments when a business changes hands or changes shape.

I work with:

  • Owners preparing to sell who want the terms, structure, and paperwork right before a buyer’s counsel sees them.
  • Buyers acquiring a business who need the purchase reviewed, structured, and documented
  • Founders forming or restructuring an entity who want the ownership and governance set up to hold.
  • Partners and co-owners deciding how ownership, control, and succession are handled over time.

Where I work:

My office is in Walnut Creek, and most of my clients run businesses in Contra Costa, Alameda, San Francisco, Marin, San Mateo, and Santa Clara counties.

The work itself travels well. Contracts, sales, and ownership matters are handled by phone, video, and document review, so I work with clients across California regardless of where they are based.

I have also handled cross-border matters involving Japan, Mexico, and Spain. If your transaction has an international dimension, raise it in our first conversation and I will tell you plainly whether it is work I can take on