Refinanced multiple debt facilities for multiple real estate holdings, resulting in a single debt facility with much favorable terms and conditions, including substantially less collateral
Negotiate shareholder/partner buyouts, including financial and tax calculations
Negotiating with the IRS for a client being held as a responsible party for a civil penalty, including submissions of doubt as to liability and doubt as to collectability
Assist with estate planning recommendations and documents
Debt feasibility study for a non-profit contemplating a capital campaign for a building expansion/renovation
