As an attorney with a background in finance and business, I offer four levels of legal services: Partnership Level, Limited Corporate Support, Litigation Management & Strategy, and Outside General Counsel (sometimes called Fractional Support).

Each level delivers a different set of skills, which allows me to support you in different ways depending on your goals. Below are each of the categories and a list of services that could fall under each category. If you need something different, let me know.

The first step to working together is to set up a quick, complimentary 15-minute call with me. Click here to get started.


Partnership Level

Partnership Level
  • General day-to-day legal advice and counseling on general and industry-specific legal issues, with particular expertise in partnership disputes
  • Attend shareholder, board and management meetings
  • Commercial contracts management (implement standard commercial agreements/programs for customers, strategic partners and vendors and establish standard contracting processes and controls)

Limited Corporate Support

Corporate Support
  • Participate in and support strategic planning as requested
  • Assist with financing strategies and negotiation of term sheets
  • Corporate governance and secretarial services for parent and all subsidiaries (i.e., maintain minute books and other corporate records, annual reports, etc.)
  • For special situations, act as a Registered Agent with the Secretary of State

Litigation Management & Strategy

Litigation Management & Strategy
  • Risk and litigation management, including recommendation and engagement of outside counsel and managing ongoing litigation files
  • General employment matters, such as advice on hiring and termination decisions, review and establish employment policies, standard employment contracts, confidentiality and non-compete agreements, Executive and employee compensation, benefit and incentive plans
  • Design, set up and administration of option grants and other equity incentive plans
  • General advice and counseling on intellectual property and proprietary rights issues
  • Management of legal subject matter experts and outside consultants to ensure timely and accurate advice and manage cost

Outside General Counsel

Outside General Counsel
  • All services in Partnership, Corporate Support, and Litigation Management & Strategy, PLUS all legal/related actions under my budget and execution authority, serving as a Member of Executive Management Team

The first step to working together is to set up a quick 15-minute call with me. Click here to get started.