MLG for SMEs
Our target ICP includes US or international SMEs expanding in the US, emerging venture funds, family offices/enterprise businesses with est. $50-100M in AUM, or consulting firms adjacent to the startup ecosystem we serve.
Most often, our clients are seeking guidance on the following services we offer:
Entity & ownership structuring,
M&A & liquidity events,
Tax-efficiency in entity design and structuring,
Family office or emerging fund formation,
Corporate governance,
Succession planning, and/or
Outside general counsel services.
Our referral partners are wealth advisors, HNW estate planners, foreign counsel, and CPAs who work alongside our MLG tax and corporate counsel to advise our clients.
SME Services
Restructuring single-owner or informally held business into a formal, multi-generational/member ownership structure, including formation of holding companies, voting vs. non-voting membership classes, buy-sell and redemption provisions between members.
Sell-side and buy-side representation on the sale, partial sale, or recapitalization of an operating company; structuring minority stake sales to outside capital or investor.
QSBS qualification planning, C-corp/LLC conversion analysis, holding company and blocker structures for international families investing into US assets.
Formation and governing documents for a fund structure (i.e., management company, Fund entity, GP entity), and formation of SPVs for direct deals.
Operating agreement provisions giving next-generation members formal voting, board, or consent rights ahead of — or instead of — an economic transfer; drag-along/tag-along and deadlock provisions among unitholders.
Ongoing contract review, employment agreements for executives, vendor and customer agreements, IP protection.