Corporate & Securities

Our Clients Are Growing

  • We make it a priority to understand each client's unique goals for corporate transactions. Our clients include emerging and established companies from California to Washington, D.C. We serve as general counsel to several organizations, which enables us to work closely with their directors and internal management to develop their unique legal solutions.

They Share Commonalities

  • Entity formation and planning - We advise on our client's business formation, development, tax considerations and funding approaches. Laying a proper foundation for successful growth enables us to work as part of your team.

Startups to Publicly Traded Companies

  • Contracts - We work closely with our clients regarding user agreements, distribution agreements, license agreements, partnerships, lease agreements, buy-sell arrangements, mergers, acquisitions, term sheets and a variety of other contracts.

Corporate Governance

  • Corporate Governance - We advise our clients with federal and state FDA regulatory matters and help clients develop and implement corporate governance policies and procedures. We advise life science companies and tobacco companies with FDA audits and product registration and marketing.

Securities and Corporate Finance

  • Our representation includes: 
    • Private and public securities offerings
    • Reorganizations
    • Shareholder rights plans
    • Venture capital financings

Flexible Legal Services

  • We provide flexible and part-time corporate representation for startups and mid-size entities that have a need for in-house counsel. Most do not have the resources or demand for a full-time in house attorney, yet need help with corporate law, risk, compliance, licensing and a variety of other matters.
  • This allows our clients to manage their legal budget and demands based on their changing business needs and gives them access to experienced practitioners.

Call Us Today

Ask About our Part-Time Options

We are proud to have 10+ year relationships with several established companies from California to Washington, D.C. We would be honored to become part of your team - call us today to discuss how we might be able to help your company.

p: 800-941-4807


We look forward to understanding your business needs!

What Is Your Exit Strategy?

Speak with Tate or Ray about business succession and exit strategies. This is an overlooked aspect of company ownership and highly appreciated stock ownership.