M&A and transactions
You're selling the company, buying a competitor, or taking on an investor. We run buy- and sell-side deals into nine figures — letter of intent, due diligence, purchase agreement, working-capital and earnout mechanics, and closing — with the tax structure built in from the first draft, not bolted on at signing.
Tax planning & controversy
You need a transaction or entity structured for the lowest defensible tax, or you're facing the IRS or the Texas Comptroller. Two partners hold LL.M.s in Taxation. We handle entity selection, partnership and profits-interest structuring, §453 and §1202 planning, executive compensation, audits, and appeals.
Outside general counsel
You have legal work every month but don't need a full-time GC. We serve as your outside general counsel — commercial contracts, governance, employment, vendor and customer agreements, and the day-to-day questions — on a relationship basis, with senior attention and predictable involvement.
Estate & family advisory
Your planning has outgrown a basic will. We design multigenerational wealth transfer, gift- and estate-tax strategy, trust and entity structures, and — where a business is involved — a succession plan that fits the personal estate plan. Renee Jolley is Board Certified in Estate Planning and Probate Law by TBLS.
Business succession
You're transitioning the company to family, partners, or management. We coordinate buy-sell agreements, ownership and voting structures, GST-aware transfers, and the tax and estate moves that have to happen before a binding deal, so the transition and the family plan close cleanly together.
Entity formation & structuring
You're starting, reorganizing, or cleaning up a multi-entity structure. We handle formation, operating agreements, partnership capitalization, profits interests, and out-of-state-to-Texas conversions — structured for how the business will actually grow and eventually transfer.