Articles Tagged with Exit Planning

  • BusinessBridge is a ‘fractional’ general counsel program designed to address the needs of closely held business owners for an ongoing, strategic relationship with an experienced attorney.

  • An outside general counsel (OGC) levels the playing field with larger competitors with access to in-house attorneys. 

  • The ongoing relationship with an attorney enables closely held business owners to focus on growing their business, securing their personal lives and preserving their legacy without assuming unnecessary risk.


Small and medium enterprises have unique issues and exposure, often with little room for error. The owners of these closely held businesses need advice and supportfor the unique challenges and opportunities they face.

BusinessBridge, outside general counsel, is a client offering designed specifically to cater to the requirements of SMEs, providing strategic legal guidance and support through all stages of your business lifecycle.

Understanding Your Business

Our program begins with an understanding of your business, industry, and objectives by the lawyers who take individual responsibility for the engagement. We proactively approach our services to tailor them to the specific needs and goals of your enterprise and its owners. This strategic partnership is calculated to drive your business forward.

I consult with every BusinessBridge client to get a clear picture of their needs and opportunities, both business and personal.  I want to visit the business when possible and meet others involved.  Are there multiple owners? What are the challenges facing their market?  Who are the stakeholders in their business?  Where do their families fit into the picture, now and in the future?  The Exit Planning Institute defines these as the three legs of the stool supporting the owner: business, personal, and financial.

From that meeting, we formulate a plan to protect and grow the business and to assure that the personal details unique to the closely held business owner are being addressed.  This can include issues like reworking corporate governance documents, protecting intangible assets, labor and employment issues, as well as personal estate planning and business continuity plans.  I am able to call on the experience of the breadth of practice areas at the Weiner Law Group to put together a strategic plan.

Ways to Get Started: Useful Client Tools

How Much is My Business Worth

Business Stability Checkup

Contact me if you would like to discuss BusinessBridge and whether an outside general counsel is right for your needs.

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