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Planning Successfully Sponsored by... Davis, Matthews & Quigley, P.C. More info about Davis, Matthews & Quigley, P.C. visit: http://www.dmqlaw.com To view guest photos from this show visit: www.ProBusinessPictures.com To nominate...
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Planning Successfully
Sponsored by... Davis, Matthews & Quigley, P.C.
More info about Davis, Matthews & Quigley, P.C. visit:
http://www.dmqlaw.com
To view guest photos from this show visit:
www.ProBusinessPictures.com
To nominate or submit a guest request visit:
www.PlanningSuccessfully.com
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Sponsored by... Davis, Matthews & Quigley, P.C.
More info about Davis, Matthews & Quigley, P.C. visit:
http://www.dmqlaw.com
To view guest photos from this show visit:
www.ProBusinessPictures.com
To nominate or submit a guest request visit:
www.PlanningSuccessfully.com
Planning Successfully
Planning Successfully
Transcribed
6 MAR 2017 · Planning Successfully - Business Tax Laws and Lessons
More about our guest Rett Peaden:
Rett’s practice focuses on helping the owners of closely-held businesses and professional services firms exit their businesses, whether that involves selling the business or transferring it to the next generation. Getting a business onto a solid footing with regard to succession planning is essential, and Rett is well-versed in sophisticated tax strategies and entity structuring techniques that may be needed. He will also advise on and guide clients through strategic acquisitions to grow their own businesses. Rett regularly counsels clients on corporate, partnership, and related tax-planning matters, including the negotiation and preparation of mergers and acquisitions agreements, the drafting of shareholders agreements, the formation of limited partnerships and limited liability companies, the structuring of inbound investment opportunities for foreign nationals, the creation and operation of private foundations and public charities, and the review and drafting of executive compensation agreements. In connection with advising the owners of closely-held businesses, Rett has developed a particular interest in the taxation of pass-through entities such as S-Corporations, partnerships, and trusts.
Preserving legacy. The estate planning side of the practice, often done for the owners of closely held businesses, is highly personal, involving an individual’s legacy and the achievements of a lifetime. Rett’s purpose is to help his clients prepare for the future, provide for their families, and accomplish their long-term personal and charitable goals. In doing so, he works to develop plans that are well thought out and emphasize preserving wealth from unnecessary taxes and unanticipated risks. He knows how to take family dynamics into account, and draws insights from his work in business exit-planning and trust and estate administration to help families plan with foresight to avoid problems that could happen later on. Rett is often called upon by other professionals to advise them on the complicated income and transfer tax issues that can arise in the context of trusts and estates. On the trust and estate administration side of the practice, Rett works in both contested and uncontested matters. He assists survivors in managing their inherited wealth, and often continues to serve their families and family businesses as a trusted advisor on the basis of the confidence he inspires in them.
“I want to help my clients achieve their goals and attain the best possible results given their unique circumstances.” – Rett Peaden
Web site: http://www.dmqlaw.com/attorneys/peaden
Linkedin: https://www.linkedin.com/people/iweReconnectAction
About the show host:
Matthew Thiry
Shareholder with Davis, Matthews & Quigley, P.C
Business Law; Business Litigation; Fiduciary Litigation; Arbitrator and Mediator Services
“I am driven by results. I want to achieve my client’s goals as quickly and efficiently as possible, and do so in a way that’s professional.”
Guiding the best business decisions. Matt Thiry understands the delicate balance between providing an environment for growth and managing risk. Prior to becoming an attorney, Matt’s background included operating businesses, as well as computer programming and related experience in the technology field. This business acumen allows him to offer legal advice with practical experience to businesses of all sizes, as well as business owners, families, and individuals.
Matt is a trusted business advisor relied on by his clients as a member of their team by filling their needs for outside general counsel. As a business lawyer, Matt provides advice to existing businesses and start-ups regarding legal issues, such as risk management, covenants, business formation, and other day-to-day matters encountered by businesses. He also routinely assists clients by reviewing, negotiating and drafting contracts keeping business objectives and practicality in mind.
An experienced and practical litigator. Matt understands that lawsuits are a disruption to his clients' day-to-day affairs, and require the redirection of time and resources. In his practice, Matt strives to help clients minimize—or avoid—these disruptions. As a result of Matt's sound legal advice as to the best available options to manage their disputes, Matt's clients are able to better determine the course that most closely meets their goals. He consistently and aggressively represents his clients' interests both inside and outside of the courtroom. Matt is also an experienced, competent, thorough and respected litigator assisting clients in a wide variety of disputes, including those related to contracts, business torts, real estate, construction, probate and fiduciary disputes. Matt’s business law practice and litigation experience provide Matt with valuable insight into the issues that his clients encounter in a dispute. With an approach that strives to understand his clients' business position and apply first-rate problem-solving skills, Matt is driven by results: achieving the best possible outcome with the least amount of disruption to his clients.
Arbitrator and Mediator Services. In addition to representing clients as an advocate, Matt is also registered as an arbitrator and general civil mediator with the Georgia Supreme Court Commission on Dispute Resolution. Matt’s strong background in business and litigation (including mediation, trial and appellate practice, and arbitration experience), combined with the training required in order to be a registered arbitrator and general civil mediator, ideally situate Matt to assist others resolve disputes either through mediation or arbitration.
Planning Successfully. Matt hosts DMQ's radio show, Planning Successfully, where he and his guests discuss topics of interest relating to start-up businesses, existing businesses, business owners, and business executives. You can learn more about and listen to prior episodes of the show on DMQ's Planning Successfully page.
Planning Successfully
Sponsored by... Davis, Matthews & Quigley, P.C.
For more information visit:
Web site: http://www.dmqlaw.com
Twitter: https://twitter.com/dmqlaw
Linkedin: www.linkedin.com/company/1242200
To nominate or submit a guest request visit:
www.PlanningSuccessfully.com
To view photos from this show visit:
www.ProBusinessPictures.com
Transcribed
1 FEB 2017 · Planning Successfully – Restrictive Agreements - Non-compete, Non-solicitation and Non-Disclosure
More about our guest Rett Peaden:
Rett’s practice focuses on helping the owners of closely-held businesses and professional services firms exit their businesses, whether that involves selling the business or transferring it to the next generation. Getting a business onto a solid footing with regard to succession planning is essential, and Rett is well-versed in sophisticated tax strategies and entity structuring techniques that may be needed. He will also advise on and guide clients through strategic acquisitions to grow their own businesses. Rett regularly counsels clients on corporate, partnership, and related tax-planning matters, including the negotiation and preparation of mergers and acquisitions agreements, the drafting of shareholders agreements, the formation of limited partnerships and limited liability companies, the structuring of inbound investment opportunities for foreign nationals, the creation and operation of private foundations and public charities, and the review and drafting of executive compensation agreements. In connection with advising the owners of closely-held businesses, Rett has developed a particular interest in the taxation of pass-through entities such as S-Corporations, partnerships, and trusts.
Preserving legacy. The estate planning side of the practice, often done for the owners of closely held businesses, is highly personal, involving an individual’s legacy and the achievements of a lifetime. Rett’s purpose is to help his clients prepare for the future, provide for their families, and accomplish their long-term personal and charitable goals. In doing so, he works to develop plans that are well thought out and emphasize preserving wealth from unnecessary taxes and unanticipated risks. He knows how to take family dynamics into account, and draws insights from his work in business exit-planning and trust and estate administration to help families plan with foresight to avoid problems that could happen later on. Rett is often called upon by other professionals to advise them on the complicated income and transfer tax issues that can arise in the context of trusts and estates. On the trust and estate administration side of the practice, Rett works in both contested and uncontested matters. He assists survivors in managing their inherited wealth, and often continues to serve their families and family businesses as a trusted advisor on the basis of the confidence he inspires in them.
“I want to help my clients achieve their goals and attain the best possible results given their unique circumstances.” – Rett Peaden
Web site: http://www.dmqlaw.com/attorneys/peaden
Linkedin: https://www.linkedin.com/people/iweReconnectAction
About the show host:
Matthew Thiry
Shareholder with Davis, Matthews & Quigley, P.C
Business Law; Business Litigation; Fiduciary Litigation; Arbitrator and Mediator Services
“I am driven by results. I want to achieve my client’s goals as quickly and efficiently as possible, and do so in a way that’s professional.”
Guiding the best business decisions. Matt Thiry understands the delicate balance between providing an environment for growth and managing risk. Prior to becoming an attorney, Matt’s background included operating businesses, as well as computer programming and related experience in the technology field. This business acumen allows him to offer legal advice with practical experience to businesses of all sizes, as well as business owners, families, and individuals.
Matt is a trusted business advisor relied on by his clients as a member of their team by filling their needs for outside general counsel. As a business lawyer, Matt provides advice to existing businesses and start-ups regarding legal issues, such as risk management, covenants, business formation, and other day-to-day matters encountered by businesses. He also routinely assists clients by reviewing, negotiating and drafting contracts keeping business objectives and practicality in mind.
An experienced and practical litigator. Matt understands that lawsuits are a disruption to his clients' day-to-day affairs, and require the redirection of time and resources. In his practice, Matt strives to help clients minimize—or avoid—these disruptions. As a result of Matt's sound legal advice as to the best available options to manage their disputes, Matt's clients are able to better determine the course that most closely meets their goals. He consistently and aggressively represents his clients' interests both inside and outside of the courtroom. Matt is also an experienced, competent, thorough and respected litigator assisting clients in a wide variety of disputes, including those related to contracts, business torts, real estate, construction, probate and fiduciary disputes. Matt’s business law practice and litigation experience provide Matt with valuable insight into the issues that his clients encounter in a dispute. With an approach that strives to understand his clients' business position and apply first-rate problem-solving skills, Matt is driven by results: achieving the best possible outcome with the least amount of disruption to his clients.
Arbitrator and Mediator Services. In addition to representing clients as an advocate, Matt is also registered as an arbitrator and general civil mediator with the Georgia Supreme Court Commission on Dispute Resolution. Matt’s strong background in business and litigation (including mediation, trial and appellate practice, and arbitration experience), combined with the training required in order to be a registered arbitrator and general civil mediator, ideally situate Matt to assist others resolve disputes either through mediation or arbitration.
Planning Successfully. Matt hosts DMQ's radio show, Planning Successfully, where he and his guests discuss topics of interest relating to start-up businesses, existing businesses, business owners, and business executives. You can learn more about and listen to prior episodes of the show on DMQ's Planning Successfully page.
Planning Successfully
Sponsored by... Davis, Matthews & Quigley, P.C.
For more information visit:
Web site: http://www.dmqlaw.com
Twitter: https://twitter.com/dmqlaw
Linkedin: www.linkedin.com/company/1242200
To nominate or submit a guest request visit:
www.PlanningSuccessfully.com
To view photos from this show visit:
www.ProBusinessPictures.com
Transcribed
17 JAN 2017 · Planning Successfully – The Do’s and Don’ts of Selling Your Business - Part 2
On this episode an interview with Rett Peaden.
Representations and Warranties / Indemnification
What are these?
Why should a seller be concerned?
Personal liability
Real Estate
Own / Rent
Different holding company?
Selling the real estate with the operating business?
Trade Secrets / Intellectual Property
Does your business have these? Almost certainly to some extent.
How are these being protected?
Third-Party Contracts
Suppliers, distributors, subcontractors, customers, etc.
Do you have written contracts? Well-written?
Are these, assignable, terminable, renewable?
More about our guest Rett Peaden:
Rett’s practice focuses on helping the owners of closely-held businesses and professional services firms exit their businesses, whether that involves selling the business or transferring it to the next generation. Getting a business onto a solid footing with regard to succession planning is essential, and Rett is well-versed in sophisticated tax strategies and entity structuring techniques that may be needed. He will also advise on and guide clients through strategic acquisitions to grow their own businesses. Rett regularly counsels clients on corporate, partnership, and related tax-planning matters, including the negotiation and preparation of mergers and acquisitions agreements, the drafting of shareholders agreements, the formation of limited partnerships and limited liability companies, the structuring of inbound investment opportunities for foreign nationals, the creation and operation of private foundations and public charities, and the review and drafting of executive compensation agreements. In connection with advising the owners of closely-held businesses, Rett has developed a particular interest in the taxation of pass-through entities such as S-Corporations, partnerships, and trusts.
Preserving legacy. The estate planning side of the practice, often done for the owners of closely held businesses, is highly personal, involving an individual’s legacy and the achievements of a lifetime. Rett’s purpose is to help his clients prepare for the future, provide for their families, and accomplish their long-term personal and charitable goals. In doing so, he works to develop plans that are well thought out and emphasize preserving wealth from unnecessary taxes and unanticipated risks. He knows how to take family dynamics into account, and draws insights from his work in business exit-planning and trust and estate administration to help families plan with foresight to avoid problems that could happen later on. Rett is often called upon by other professionals to advise them on the complicated income and transfer tax issues that can arise in the context of trusts and estates. On the trust and estate administration side of the practice, Rett works in both contested and uncontested matters. He assists survivors in managing their inherited wealth, and often continues to serve their families and family businesses as a trusted advisor on the basis of the confidence he inspires in them.
“I want to help my clients achieve their goals and attain the best possible results given their unique circumstances.” – Rett Peaden
Web site: http://www.dmqlaw.com/attorneys/peaden
Linkedin: https://www.linkedin.com/people/iweReconnectAction
About the show host:
Matthew Thiry
Shareholder with Davis, Matthews & Quigley, P.C
Business Law; Business Litigation; Fiduciary Litigation; Arbitrator and Mediator Services
“I am driven by results. I want to achieve my client’s goals as quickly and efficiently as possible, and do so in a way that’s professional.”
Guiding the best business decisions. Matt Thiry understands the delicate balance between providing an environment for growth and managing risk. Prior to becoming an attorney, Matt’s background included operating businesses, as well as computer programming and related experience in the technology field. This business acumen allows him to offer legal advice with practical experience to businesses of all sizes, as well as business owners, families, and individuals.
Matt is a trusted business advisor relied on by his clients as a member of their team by filling their needs for outside general counsel. As a business lawyer, Matt provides advice to existing businesses and start-ups regarding legal issues, such as risk management, covenants, business formation, and other day-to-day matters encountered by businesses. He also routinely assists clients by reviewing, negotiating and drafting contracts keeping business objectives and practicality in mind.
An experienced and practical litigator. Matt understands that lawsuits are a disruption to his clients' day-to-day affairs, and require the redirection of time and resources. In his practice, Matt strives to help clients minimize—or avoid—these disruptions. As a result of Matt's sound legal advice as to the best available options to manage their disputes, Matt's clients are able to better determine the course that most closely meets their goals. He consistently and aggressively represents his clients' interests both inside and outside of the courtroom. Matt is also an experienced, competent, thorough and respected litigator assisting clients in a wide variety of disputes, including those related to contracts, business torts, real estate, construction, probate and fiduciary disputes. Matt’s business law practice and litigation experience provide Matt with valuable insight into the issues that his clients encounter in a dispute. With an approach that strives to understand his clients' business position and apply first-rate problem-solving skills, Matt is driven by results: achieving the best possible outcome with the least amount of disruption to his clients.
Arbitrator and Mediator Services. In addition to representing clients as an advocate, Matt is also registered as an arbitrator and general civil mediator with the Georgia Supreme Court Commission on Dispute Resolution. Matt’s strong background in business and litigation (including mediation, trial and appellate practice, and arbitration experience), combined with the training required in order to be a registered arbitrator and general civil mediator, ideally situate Matt to assist others resolve disputes either through mediation or arbitration.
Planning Successfully. Matt hosts DMQ's radio show, Planning Successfully, where he and his guests discuss topics of interest relating to start-up businesses, existing businesses, business owners, and business executives. You can learn more about and listen to prior episodes of the show on DMQ's Planning Successfully page.
Planning Successfully
Sponsored by... Davis, Matthews & Quigley, P.C.
For more information visit:
Web site: http://www.dmqlaw.com
Twitter: https://twitter.com/dmqlaw
Linkedin: www.linkedin.com/company/1242200
To nominate or submit a guest request visit:
www.PlanningSuccessfully.com
To view photos from this show visit:
www.ProBusinessPictures.com
Transcribed
16 NOV 2016 · Planning Successfully - The Do's and Don'ts of Selling Your Business
Interview with Rett Peaden
Shareholder with Davis, Matthews & Quigley, P.C
Mergers & Acquisitions; Business Law; Taxation; Estate Planning & Wealth Management
Who buys businesses?
Strategic Buyers – Want to grow their business and/or remove a competitor
Financial Buyers – Want to make a business more profitable and sell it again within short period
Management/Employees – Have good knowledge of business and vested reason for its success
Family – May have personal as well as financial reasons to buy business
What are the roles of advisors?
Pre-Sale Consultants – help you position your business to sell
Appraisers – help you determine what your business is worth
Accountants – help you keep your books in order and offer independent financial advice during
the sale process
Business Brokers/Investment Bankers – help you market your business and realize maximum
value; may advise you and shepherd you through the sales process
Attorneys – help you structure your business before a sale and evaluate and draft legal
agreements related to the sale; may advise and shepherd you through the sales process
What types of transactions are there?
Sellers typically prefer stock sales for tax and non-tax reasons. Selling stock usually means
paying tax at long-term capital gains rates. Liabilities of the business pass along with the stock of
the business.
Buyers typically prefer asset sales for tax and non-tax reasons. Buying assets allows the buyer to
depreciate the purchased assets thereby realizing a long-term tax benefit. A buyer can cherry pick
assets and liabilities in the asset sale and does not have to take the bad along with the good.
More about our guest Rett Peaden:
Rett’s practice focuses on helping the owners of closely-held businesses and professional services firms exit their businesses, whether that involves selling the business or transferring it to the next generation. Getting a business onto a solid footing with regard to succession planning is essential, and Rett is well-versed in sophisticated tax strategies and entity structuring techniques that may be needed. He will also advise on and guide clients through strategic acquisitions to grow their own businesses. Rett regularly counsels clients on corporate, partnership, and related tax-planning matters, including the negotiation and preparation of mergers and acquisitions agreements, the drafting of shareholders agreements, the formation of limited partnerships and limited liability companies, the structuring of inbound investment opportunities for foreign nationals, the creation and operation of private foundations and public charities, and the review and drafting of executive compensation agreements. In connection with advising the owners of closely-held businesses, Rett has developed a particular interest in the taxation of pass-through entities such as S-Corporations, partnerships, and trusts.
Preserving legacy. The estate planning side of the practice, often done for the owners of closely held businesses, is highly personal, involving an individual’s legacy and the achievements of a lifetime. Rett’s purpose is to help his clients prepare for the future, provide for their families, and accomplish their long-term personal and charitable goals. In doing so, he works to develop plans that are well thought out and emphasize preserving wealth from unnecessary taxes and unanticipated risks. He knows how to take family dynamics into account, and draws insights from his work in business exit-planning and trust and estate administration to help families plan with foresight to avoid problems that could happen later on. Rett is often called upon by other professionals to advise them on the complicated income and transfer tax issues that can arise in the context of trusts and estates. On the trust and estate administration side of the practice, Rett works in both contested and uncontested matters. He assists survivors in managing their inherited wealth, and often continues to serve their families and family businesses as a trusted advisor on the basis of the confidence he inspires in them.
"I want to help my clients achieve their goals and attain the best possible results given their unique circumstances." - Rett Peaden
Web site: http://www.dmqlaw.com/attorneys/peaden
Linkedin: https://www.linkedin.com/people/iweReconnectAction
More about the show host:
Matthew Thiry
Shareholder with Davis, Matthews & Quigley, P.C
Business Litigation; Fiduciary Litigation; Business Law; Arbitrator and Mediator Services
Guiding the best business decisions. Matt Thiry understands that lawsuits are a disruption to his clients' day-to-day affairs, and require the redirection of time and resources. In his practice, Matt strives to help clients minimize—or avoid—these disruptions. As a result of Matt's sound legal advice as to the best available options to manage their disputes, Matt's clients are able to better determine the course that most closely meets their goals. He consistently and aggressively represents his clients' interests both inside and outside of the courtroom.
Competent, thorough, respected. Matt represents businesses of all sizes, as well as business owners, families, and individuals, in various types of litigation, including disputes related to contracts, construction, business torts, real estate, probate and fiduciary disputes. He also serves clients in matters such as the review, negotiation and drafting of contracts, provides advice to existing businesses and start-ups regarding legal issues, and assists clients in the formation of business entities. Prior to becoming an attorney, Matt's background included computer programming and related experience in the technology field, as well as operating small businesses. This additional experience provides Matt with valuable insight into the issues that his clients encounter. With an approach that strives to understand his clients' business or situation and apply first-rate problem-solving skills, Matt is driven by results: achieving the best possible outcome with the least amount of disruption to his clients.
Arbitrator and Mediator Services. In addition to representing clients in arbitration and mediation, Matt is also registered as an arbitrator and general civil mediator with the Georgia Supreme Court Commission on Dispute Resolution. Matt’s strong litigation background (including mediation, trial and appellate practice, and arbitration experience), combined with the training required in order to be a registered arbitrator and general civil mediator, ideally situate Matt to assist others resolve their disputes either through mediation or arbitration.
“I am driven by results. I want to achieve my client’s goals as quickly and efficiently as possible, and do so in a way that’s professional and ethical.” - Matt Thiry
Web site: http://www.dmqlaw.com/attorneys/thiry
Linkedin: https://www.linkedin.com/in/matthewthiry
As the host of DMQ's radio show, Planning Successfully, Matt and his guests discuss topics of interest relating to start-up businesses, existing businesses, business owners, and business executives. Learn more and listen to prior episodes on DMQ's Planning Successfully page or by visiting www.PlanningSuccessfully.com
Planning Successfully
Sponsored by... Davis, Matthews & Quigley, P.C.
For more information visit:
Web site: http://www.dmqlaw.com
Twitter: https://twitter.com/dmqlaw
Linkedin: https://www.linkedin.com/company/davis-matthews-&-quigley-p.c.
To nominate or submit a guest request visit:
www.PlanningSuccessfully.com
To view guest photos from this show visit:
www.ProBusinessPictures.com
Transcribed
26 OCT 2016 · Planning Successfully - Business Co-Owner Disputes and Deadlocks
Conversation with Matthew Thiry and John A. Sugg
Shareholders with Davis, Matthews & Quigley, P.C
John A. Sugg
“I’m thrilled when we can achieve a positive result because it fulfills our client’s needs—and it motivates us to serve even better.”
A zealous advocate. Disputes are an inevitable, but unwelcome, part of doing business. When they occur, John Sugg works zealously to help his clients successfully resolve them. As a member of the Business Litigation practice group, John manages a variety of matters, including contract disputes, tax litigation, real estate, construction, and business torts. He knows that clients often do not have the experience, or the time, to deal with disputes, even though they can have significant consequences for a business or a family. John advocates on his clients’ behalf to achieve the best possible results, freeing his clients to focus on running their businesses or other endeavors.
Practicalities. John represents small businesses, large international companies, and individuals, including high net worth clients. Always advocating for his clients’ interests, he fights for his clients, while understanding practical realities and the expenditures of resources. In vigorously representing his clients, John has participated in successful trials and appeals, and also negotiated favorable settlements.
As part of a comprehensive team of attorneys experienced in business, real estate, tax, estate planning and family law, John can give his clients the benefit of additional perspectives to strengthen their cases. John takes ownership of his cases seriously to secure the best outcome, and thrives on the opportunity to demonstrate total commitment to his clients.
Web site: http://www.dmqlaw.com/attorneys/sugg
Linkedin: www.linkedin.com/in/john-sugg-85951a28
About the show host:
Matthew Thiry
Shareholder with Davis, Matthews & Quigley, P.C
Business Litigation; Fiduciary Litigation; Business Law; Arbitrator and Mediator Services
“I am driven by results. I want to achieve my client’s goals as quickly and efficiently as possible, and do so in a way that’s professional and ethical.”
Guiding the best business decisions. Matt Thiry understands that lawsuits are a disruption to his clients' day-to-day affairs, and require the redirection of time and resources. In his practice, Matt strives to help clients minimize—or avoid—these disruptions. As a result of Matt's sound legal advice as to the best available options to manage their disputes, Matt's clients are able to better determine the course that most closely meets their goals. He consistently and aggressively represents his clients' interests both inside and outside of the courtroom.
Competent, thorough, respected. Matt represents businesses of all sizes, as well as business owners, families, and individuals, in various types of litigation, including disputes related to contracts, construction, business torts, real estate, probate and fiduciary disputes. He also serves clients in matters such as the review, negotiation and drafting of contracts, provides advice to existing businesses and start-ups regarding legal issues, and assists clients in the formation of business entities. Prior to becoming an attorney, Matt's background included computer programming and related experience in the technology field, as well as operating small businesses. This additional experience provides Matt with valuable insight into the issues that his clients encounter. With an approach that strives to understand his clients' business or situation and apply first-rate problem-solving skills, Matt is driven by results: achieving the best possible outcome with the least amount of disruption to his clients.
Arbitrator and Mediator Services. In addition to representing clients as an advocate, Matt is also registered as an arbitrator and general civil mediator with the Georgia Supreme Court Commission on Dispute Resolution. Matt’s strong litigation background (including mediation, trial and appellate practice, and arbitration experience), combined with the training required in order to be a registered arbitrator and general civil mediator, ideally situate Matt to assist others resolve their disputes either through mediation or arbitration.
Web site: http://www.dmqlaw.com/attorneys/thiry
Linkedin: https://www.linkedin.com/in/matthewthiry
As the host of DMQ's radio show, Planning Successfully, Matt and his guests discuss topics of interest relating to start-up businesses, existing businesses, business owners, and business executives. Learn more and listen to prior episodes on DMQ's Planning Successfully page or by visiting www.PlanningSuccessfully.com
Planning Successfully
Sponsored by... Davis, Matthews & Quigley, P.C.
For more information visit:
Web site: http://www.dmqlaw.com
Twitter: https://twitter.com/dmqlaw
Linkedin: www.linkedin.com/company/1242200
To nominate or submit a guest request visit:
www.PlanningSuccessfully.com
To view guest photos from this show visit:
www.ProBusinessPictures.com
Transcribed
28 SEP 2016 · Planning Successfully - Business Disputes: Contracts and Co-Owners
Interview with John A. Sugg
Shareholder with Davis, Matthews & Quigley, P.C
Business Litigation
“I’m thrilled when we can achieve a positive result because it fulfills our client’s needs—and it motivates us to serve even better.”
A zealous advocate. Disputes are an inevitable, but unwelcome, part of doing business. When they occur, John Sugg works zealously to help his clients successfully resolve them. As a member of the Business Litigation practice group, John manages a variety of matters, including contract disputes, tax litigation, real estate, construction, and business torts. He knows that clients often do not have the experience, or the time, to deal with disputes, even though they can have significant consequences for a business or a family. John advocates on his clients’ behalf to achieve the best possible results, freeing his clients to focus on running their businesses or other endeavors.
Practicalities. John represents small businesses, large international companies, and individuals, including high net worth clients. Always advocating for his clients’ interests, he fights for his clients, while understanding practical realities and the expenditures of resources. In vigorously representing his clients, John has participated in successful trials and appeals, and also negotiated favorable settlements.
As part of a comprehensive team of attorneys experienced in business, real estate, tax, estate planning and family law, John can give his clients the benefit of additional perspectives to strengthen their cases. John takes ownership of his cases seriously to secure the best outcome, and thrives on the opportunity to demonstrate total commitment to his clients.
Web site: http://www.dmqlaw.com/attorneys/sugg
Linkedin: www.linkedin.com/in/john-sugg-85951a28
About the show host:
Matthew Thiry
Shareholder with Davis, Matthews & Quigley, P.C
Business Litigation; Fiduciary Litigation; Business Law; Arbitrator and Mediator Services
“I am driven by results. I want to achieve my client’s goals as quickly and efficiently as possible, and do so in a way that’s professional and ethical.”
Guiding the best business decisions. Matt Thiry understands that lawsuits are a disruption to his clients' day-to-day affairs, and require the redirection of time and resources. In his practice, Matt strives to help clients minimize—or avoid—these disruptions. As a result of Matt's sound legal advice as to the best available options to manage their disputes, Matt's clients are able to better determine the course that most closely meets their goals. He consistently and aggressively represents his clients' interests both inside and outside of the courtroom.
Competent, thorough, respected. Matt represents businesses of all sizes, as well as business owners, families, and individuals, in various types of litigation, including disputes related to contracts, construction, business torts, real estate, probate and fiduciary disputes. He also serves clients in matters such as the review, negotiation and drafting of contracts, provides advice to existing businesses and start-ups regarding legal issues, and assists clients in the formation of business entities. Prior to becoming an attorney, Matt's background included computer programming and related experience in the technology field, as well as operating small businesses. This additional experience provides Matt with valuable insight into the issues that his clients encounter. With an approach that strives to understand his clients' business or situation and apply first-rate problem-solving skills, Matt is driven by results: achieving the best possible outcome with the least amount of disruption to his clients.
Arbitrator and Mediator Services. In addition to representing clients as an advocate, Matt is also registered as an arbitrator and general civil mediator with the Georgia Supreme Court Commission on Dispute Resolution. Matt’s strong litigation background (including mediation, trial and appellate practice, and arbitration experience), combined with the training required in order to be a registered arbitrator and general civil mediator, ideally situate Matt to assist others resolve their disputes either through mediation or arbitration.
Web site: http://www.dmqlaw.com/attorneys/thiry
Linkedin: https://www.linkedin.com/in/matthewthiry
As the host of DMQ's radio show, Planning Successfully, Matt and his guests discuss topics of interest relating to start-up businesses, existing businesses, business owners, and business executives. Learn more and listen to prior episodes on DMQ's Planning Successfully page or by visiting www.PlanningSuccessfully.com
Planning Successfully
Sponsored by... Davis, Matthews & Quigley, P.C.
For more information visit:
Web site: http://www.dmqlaw.com
Twitter: https://twitter.com/dmqlaw
Linkedin: www.linkedin.com/company/1242200
To nominate or submit a guest request visit:
www.PlanningSuccessfully.com
To view guest photos from this show visit:
www.ProBusinessPictures.com
Transcribed
24 AUG 2016 · Planning Successfully - Impact of Divorce, Disability and Death on Your Business
Interview with Lee Drake
Managing Shareholder
Davis, Matthews & Quigley, P.C
Business Law; Taxation; Estate Planning & Wealth Management; Fiduciary Litigation; Mergers & Acquisitions
“It is an honor to help families preserve their assets, transfer wealth and businesses to the next generation, and define their legacy.” Highest levels of service. Protecting a family’s legacy is a profound responsibility that M.L. Drake, Jr. ("Lee") assumes as an attorney in the Business Law, Taxation, Estate Planning and Wealth Management, Fiduciary Litigation and Mergers & Acquisitions practice groups. Lee has over 25 years of experience advising clients on estate and gift planning, succession planning, tax, probate and trust law matters. Lee provides clients with the highest levels of service, thoroughness and sensitivity that they would expect in dealing with such personal matters. He is especially adept at working through the details of a plan and identifying possible issues with the potential for serious consequences if not addressed. Up-to-date counsel. Lee’s practice involves the preparation of wills, trusts and related documents, the creation of private foundations and family entities, and the preparation of prenuptial agreements. He also regularly advises clients with respect to business planning matters, including tax and structural issues, as well as mergers and acquisitions. In addition, he advises fiduciaries regarding trust and estate administration matters and probate controversies. Understanding the nuances of estate planning and wealth management and keeping abreast of changes to the tax code are challenges that Lee and DMQ embrace to give the most up-to-date counsel to their clients. Referral sources such as banks and accountants value Lee’s experience and his ability to provide the full range of services in his field. In every situation, Lee empathizes with clients who are trusting DMQ with their financial legacy, and views that responsibility as an important obligation to achieve their goals.
Web site: www.dmqlaw.com/attorneys/drake-jr
Linkedin: https://www.linkedin.com/in/lee-drake-69161222
Interview with Elizabeth Lindsey
Davis, Matthews & Quigley, P.C
Domestic Relations & Family Law
“Divorce that involves complicated financial issues or private family wealth requires a smart, strategic approach. I work diligently to safeguard my clients’ assets so they can move forward with their lives." Navigating complex issues in a transitional time. Divorce is a complex time, not only from an emotional standpoint but also a financial one, especially for individuals with significant incomes, assets or business interests. Elizabeth Lindsey helps these clients navigate the intricacies of divorce with expertise, enabling them to move their lives forward in a positive way. When children are involved, Elizabeth keeps their interests at the forefront, drawing on her experience in managing complex child custody cases. Creative solutions based on business expertise. Business owners, executives, professionals, and clients with private family wealth value Elizabeth’s financial and business acumen. She understands how executive compensation packages and plans, pensions, stock options, business valuations and other financial tools work, and consequently how they impact the divorce settlement. Her legal knowledge and understanding of her clients' financial interests assists clients in negotiating agreements that give them peace of mind about protecting what they have built over a lifetime, and lessens the risk of future litigation. Fortifying her own expertise, Elizabeth can call on the resources of the entire firm for specialized counsel on taxation, trusts and estates, corporate and partnership issues. Personally invested in clients' well-being. Known to be tenacious and persistent on behalf of her clients, Elizabeth enjoys being personally involved in her cases. She gives clients an honest assessment of what is happening as their divorce progresses and continually works for resolutions that are most cost-effective. From experience, Elizabeth knows the kind of representation that helps divorcing clients move forward: a lawyer who truly extends herself for her clients so they can achieve the most favorable resolution possible.
Web site: www.dmqlaw.com/attorneys/lindsey
Linkedin: www.linkedin.com/in/elizabeth-green-lindsey-872182aa
About the show host:
Matthew Thiry
Shareholder with Davis, Matthews & Quigley, P.C
Business Litigation; Fiduciary Litigation; Business Law; Arbitrator and Mediator Services
“I am driven by results. I want to achieve my client’s goals as quickly and efficiently as possible, and do so in a way that’s professional and ethical.”
Guiding the best business decisions. Matt Thiry understands that lawsuits are a disruption to his clients' day-to-day affairs, and require the redirection of time and resources. In his practice, Matt strives to help clients minimize—or avoid—these disruptions. As a result of Matt's sound legal advice as to the best available options to manage their disputes, Matt's clients are able to better determine the course that most closely meets their goals. He consistently and aggressively represents his clients' interests both inside and outside of the courtroom.
Competent, thorough, respected. Matt represents businesses of all sizes, as well as business owners, families, and individuals, in various types of litigation, including disputes related to contracts, construction, business torts, real estate, probate and fiduciary disputes. He also serves clients in matters such as the review, negotiation and drafting of contracts, provides advice to existing businesses and start-ups regarding legal issues, and assists clients in the formation of business entities. Prior to becoming an attorney, Matt's background included computer programming and related experience in the technology field, as well as operating small businesses. This additional experience provides Matt with valuable insight into the issues that his clients encounter. With an approach that strives to understand his clients' business or situation and apply first-rate problem-solving skills, Matt is driven by results: achieving the best possible outcome with the least amount of disruption to his clients.
Arbitrator and Mediator Services. In addition to representing clients as an advocate, Matt is also registered as an arbitrator and general civil mediator with the Georgia Supreme Court Commission on Dispute Resolution. Matt’s strong litigation background (including mediation, trial and appellate practice, and arbitration experience), combined with the training required in order to be a registered arbitrator and general civil mediator, ideally situate Matt to assist others resolve their disputes either through mediation or arbitration.
Web site: http://www.dmqlaw.com/attorneys/thiry
Linkedin: https://www.linkedin.com/in/matthewthiry
As the host of DMQ's radio show, Planning Successfully, Matt and his guests discuss topics of interest relating to start-up businesses, existing businesses, business owners, and business executives. Learn more and listen to prior episodes on DMQ's Planning Successfully page or by visiting www.PlanningSuccessfully.com
Planning Successfully
Sponsored by... Davis, Matthews & Quigley, P.C.
For more information visit:
Web site: http://www.dmqlaw.com
Twitter: https://twitter.com/dmqlaw
Linkedin: www.linkedin.com/company/1242200
To nominate or submit a guest request visit:
www.PlanningSuccessfully.com
To view guest photos from this show visit:
www.ProBusinessPictures.com
Transcribed
27 JUL 2016 · Planning Successfully - Let's Talk Business Contracts
Interview with Rett Peaden
Shareholder with Davis, Matthews & Quigley, P.C
Mergers & Acquisitions; Business Law; Taxation; Estate Planning & Wealth Management
"I want to help my clients achieve their goals and attain the best possible results given their unique circumstances."
Rett’s practice focuses on helping the owners of closely-held businesses and professional services firms exit their businesses, whether that involves selling the business or transferring it to the next generation. Getting a business onto a solid footing with regard to succession planning is essential, and Rett is well-versed in sophisticated tax strategies and entity structuring techniques that may be needed. He will also advise on and guide clients through strategic acquisitions to grow their own businesses. Rett regularly counsels clients on corporate, partnership, and related tax-planning matters, including the negotiation and preparation of mergers and acquisitions agreements, the drafting of shareholders agreements, the formation of limited partnerships and limited liability companies, the structuring of inbound investment opportunities for foreign nationals, the creation and operation of private foundations and public charities, and the review and drafting of executive compensation agreements. In connection with advising the owners of closely-held businesses, Rett has developed a particular interest in the taxation of pass-through entities such as S-Corporations, partnerships, and trusts.
Preserving legacy. The estate planning side of the practice, often done for the owners of closely held businesses, is highly personal, involving an individual’s legacy and the achievements of a lifetime. Rett’s purpose is to help his clients prepare for the future, provide for their families, and accomplish their long-term personal and charitable goals. In doing so, he works to develop plans that are well thought out and emphasize preserving wealth from unnecessary taxes and unanticipated risks. He knows how to take family dynamics into account, and draws insights from his work in business exit-planning and trust and estate administration to help families plan with foresight to avoid problems that could happen later on. Rett is often called upon by other professionals to advise them on the complicated income and transfer tax issues that can arise in the context of trusts and estates. On the trust and estate administration side of the practice, Rett works in both contested and uncontested matters. He assists survivors in managing their inherited wealth, and often continues to serve their families and family businesses as a trusted advisor on the basis of the confidence he inspires in them.
Web site: http://www.dmqlaw.com/attorneys/peaden
Linkedin: https://www.linkedin.com/people/iweReconnectAction
About the show host:
Matthew Thiry
Shareholder with Davis, Matthews & Quigley, P.C
Business Litigation; Fiduciary Litigation; Business Law; Arbitrator and Mediator Services
“I am driven by results. I want to achieve my client’s goals as quickly and efficiently as possible, and do so in a way that’s professional and ethical.”
Guiding the best business decisions. Matt Thiry understands that lawsuits are a disruption to his clients' day-to-day affairs, and require the redirection of time and resources. In his practice, Matt strives to help clients minimize—or avoid—these disruptions. As a result of Matt's sound legal advice as to the best available options to manage their disputes, Matt's clients are able to better determine the course that most closely meets their goals. He consistently and aggressively represents his clients' interests both inside and outside of the courtroom.
Competent, thorough, respected. Matt represents businesses of all sizes, as well as business owners, families, and individuals, in various types of litigation, including disputes related to contracts, construction, business torts, real estate, probate and fiduciary disputes. He also serves clients in matters such as the review, negotiation and drafting of contracts, provides advice to existing businesses and start-ups regarding legal issues, and assists clients in the formation of business entities. Prior to becoming an attorney, Matt's background included computer programming and related experience in the technology field, as well as operating small businesses. This additional experience provides Matt with valuable insight into the issues that his clients encounter. With an approach that strives to understand his clients' business or situation and apply first-rate problem-solving skills, Matt is driven by results: achieving the best possible outcome with the least amount of disruption to his clients.
Arbitrator and Mediator Services. In addition to representing clients in arbitration and mediation, Matt is also registered as an arbitrator and general civil mediator with the Georgia Supreme Court Commission on Dispute Resolution. Matt’s strong litigation background (including mediation, trial and appellate practice, and arbitration experience), combined with the training required in order to be a registered arbitrator and general civil mediator, ideally situate Matt to assist others resolve their disputes either through mediation or arbitration.
Web site: http://www.dmqlaw.com/attorneys/thiry
Linkedin: https://www.linkedin.com/in/matthewthiry
As the host of DMQ's radio show, Planning Successfully, Matt and his guests discuss topics of interest relating to start-up businesses, existing businesses, business owners, and business executives. Learn more and listen to prior episodes on DMQ's Planning Successfully page or by visiting www.PlanningSuccessfully.com
Planning Successfully
Sponsored by... Davis, Matthews & Quigley, P.C.
For more information visit:
Web site: http://www.dmqlaw.com
Twitter: https://twitter.com/dmqlaw
Linkedin: https://www.linkedin.com/company/davis-matthews-&-quigley-p.c.
To nominate or submit a guest request visit:
www.PlanningSuccessfully.com
To view guest photos from this show visit:
www.ProBusinessPictures.com
Transcribed
22 JUN 2016 · Inaugural Episode of Planning Successfully!
Your Host:
Matthew R. Thiry
SHAREHOLDER
Business Litigation; Fiduciary Litigation; Business Law; Arbitrator and Mediator Services
“I am driven by results. I want to achieve my client’s goals as quickly and efficiently as possible, and do so in a way that’s professional and ethical.”
Guiding the best business decisions. Matt Thiry understands that lawsuits are a disruption to his clients' day-to-day affairs, and require the redirection of time and resources. In his practice, Matt strives to help clients minimize—or avoid—these disruptions. As a result of Matt's sound legal advice as to the best available options to manage their disputes, Matt's clients are able to better determine the course that most closely meets their goals. He consistently and aggressively represents his clients' interests both inside and outside of the courtroom.
Competent, thorough, respected. Matt represents businesses of all sizes, as well as business owners, families, and individuals, in various types of litigation, including disputes related to contracts, construction, business torts, real estate, probate and fiduciary disputes. He also serves clients in matters such as the review, negotiation and drafting of contracts, provides advice to existing businesses and start-ups regarding legal issues, and assists clients in the formation of business entities. Prior to becoming an attorney, Matt's background included computer programming and related experience in the technology field, as well as operating small businesses. This additional experience provides Matt with valuable insight into the issues that his clients encounter. With an approach that strives to understand his clients' business or situation and apply first-rate problem-solving skills, Matt is driven by results: achieving the best possible outcome with the least amount of disruption to his clients.
Arbitrator and Mediator Services. In addition to representing clients in arbitration and mediation, Matt is also registered as an arbitrator and general civil mediator with the Georgia Supreme Court Commission on Dispute Resolution. Matt’s strong litigation background (including mediation, trial and appellate practice, and arbitration experience), combined with the training required in order to be a registered arbitrator and general civil mediator, ideally situate Matt to assist others resolve their disputes either through mediation or arbitration.
GUESTS:
Everett Peaden
SHAREHOLDER
Mergers & Acquisitions; Business Law; Taxation; Estate Planning & Wealth Management
"I want to help my clients achieve their goals and attain the best possible results given their unique circumstances."
Business and Tax. Rett’s practice focuses on helping the owners of closely-held businesses and professional services firms exit their businesses, whether that involves selling the business or transferring it to the next generation. Getting a business onto a solid footing with regard to succession planning is essential, and Rett is well-versed in sophisticated tax strategies and entity structuring techniques that may be needed. He will also advise on and guide clients through strategic acquisitions to grow their own businesses. Rett regularly counsels clients on corporate, partnership, and related tax-planning matters, including the negotiation and preparation of mergers and acquisitions agreements, the drafting of shareholders agreements, the formation of limited partnerships and limited liability companies, the structuring of inbound investment opportunities for foreign nationals, the creation and operation of private foundations and public charities, and the review and drafting of executive compensation agreements. In connection with advising the owners of closely-held businesses, Rett has developed a particular interest in the taxation of pass-through entities such as S-Corporations, partnerships, and trusts.
Preserving legacy. The estate planning side of the practice, often done for the owners of closely held businesses, is highly personal, involving an individual’s legacy and the achievements of a lifetime. Rett’s purpose is to help his clients prepare for the future, provide for their families, and accomplish their long-term personal and charitable goals. In doing so, he works to develop plans that are well thought out and emphasize preserving wealth from unnecessary taxes and unanticipated risks. He knows how to take family dynamics into account, and draws insights from his work in business exit-planning and trust and estate administration to help families plan with foresight to avoid problems that could happen later on. Rett is often called upon by other professionals to advise them on the complicated income and transfer tax issues that can arise in the context of trusts and estates. On the trust and estate administration side of the practice, Rett works in both contested and uncontested matters. He assists survivors in managing their inherited wealth, and often continues to serve their families and family businesses as a trusted advisor on the basis of the confidence he inspires in them.
Hayley Strong Hall
ASSOCIATE
Estate Planning & Wealth Management; Mergers & Acquisitions; Taxation; Fiduciary Litigation
“I appreciate the importance of having a personalized and comprehensive estate plan in place, and I enjoy working with my clients to ensure their estate planning objectives are achieved.”
Peace of mind through advanced planning. As an Estate Planning and Wealth Management attorney, Hayley Strong Hall focuses her practice on drafting estate and disability planning documents and guiding families through the probate process. Hayley’s attention to detail and individualized approach when drafting estate plans help to assure clients that their wishes will be honored. On the probate side, Hayley’s thoroughness and responsiveness when assisting with estate administrations help to ease clients through a process that can otherwise be painstaking and overwhelming. Hayley strives to make each client a priority and hopes clients will come away feeling confident and positive about their experiences with her.
Thorough review of corporate transactions. Hayley’s practice also includes assisting companies with asset and stock sales and acquisitions. Through her comprehensive due diligence review, her research regarding the tax consequences resulting from corporate transfers, and her ability to anticipate issues that can arise during such transfers, Hayley is able to assist corporate clients in successfully completing their transactions. Serving companies in these complex transactions, Hayley strives to provide responsive, client-focused service.
Hayley is also a member of DMQ's Probate and Fiduciary Litigation practice group, where she assists clients in probate matters, including probating an estate, estate disputes, fiduciary dispute, guardianships and conservatorships.
While at Mercer, Hayley served as the Articles Editor of the Mercer Law Review and was inducted into the Brainerd Currie Honor Society. At the University of Florida, Fredric G. Levin College of Law, Hayley served as a Student Editor on the Florida Tax Review.
Planning Successfully
Sponsored by... Davis, Matthews & Quigley, P.C.
For more info about Davis, Matthews & Quigley, P.C. visit:
Web site: http://www.dmqlaw.com
Twitter: https://twitter.com/dmqlaw
Linkedin: https://www.linkedin.com/company/davis-matthews-&-quigley-p.c.
To view guest photos from this show visit:
www.ProBusinessPictures.com
To nominate or submit a guest request visit:
www.PlanningSuccessfully.com
Planning Successfully Sponsored by... Davis, Matthews & Quigley, P.C. More info about Davis, Matthews & Quigley, P.C. visit: http://www.dmqlaw.com To view guest photos from this show visit: www.ProBusinessPictures.com To nominate...
show more
Planning Successfully
Sponsored by... Davis, Matthews & Quigley, P.C.
More info about Davis, Matthews & Quigley, P.C. visit:
http://www.dmqlaw.com
To view guest photos from this show visit:
www.ProBusinessPictures.com
To nominate or submit a guest request visit:
www.PlanningSuccessfully.com
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Sponsored by... Davis, Matthews & Quigley, P.C.
More info about Davis, Matthews & Quigley, P.C. visit:
http://www.dmqlaw.com
To view guest photos from this show visit:
www.ProBusinessPictures.com
To nominate or submit a guest request visit:
www.PlanningSuccessfully.com
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