Results

Our results speak for themselves.

  • Prepare and implement planning techniques to reorganize, merge or divide a business. Act as counsel in the sale to third parties.
  • For numerous closely held businesses, design the most tax-effective strategies for transferring wealth to succeeding generations, while also ensuring ample post-transition owner income.
  • Counsel businesses on optimal techniques for selling to management or larger employee groups, including planning for employee stock ownership plans (ESOPs), which offer significant tax benefits to buyers and sellers.
  • Prepared for many closely held businesses client-centered buy-sell and governance agreements to provide a clear plan on management of the business, compensation to owners during retirement and compensation to estates upon death.
  • Participate in dispute resolution forums, including mediation and litigation in matters related to business succession.
RESOURCES

Happenings, headlines and insights.
See what’s new at Davis Malm.

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Publications

November 2, 2020

Tax-Exempt Entity Retirement Plans and the Tax Consequences of Noncompliance

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Firm Announcements

October 23, 2020

Davis Malm Adds Immigration Attorney Allison Ahern Fillo to Business Law Practice

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Publications

October 20, 2020

Important Changes on the Way for Massachusetts Cannabis Delivery Licenses

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Publications

October 15, 2020

Massachusetts Publishes Proposed Regulations to Establish Delivery License

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Alerts

October 8, 2020

Tax-Exempt Entity 457(b) Plans & the Tax Consequences of Noncompliance

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Alerts

October 2, 2020

Cannabis Control Commission Publishes Proposed Regulations to Establish Wholesale Delivery License

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Publications

August 28, 2020

How Businesses Can Reopen in Compliance With the ADA

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Publications

August 25, 2020

Massachusetts Travels the Long and Winding Road to Social Equity in Cannabis

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Publications

August 13, 2020

New Guidance for Tax-Exempt Organizations: Proposed IRC 4960 Regulations

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