Services

Summary
Recent Engagements
Businesses And Business Owners
In-House Counsel
Lawyers in Private Practice

Summary

The ability to combine perspective, expertise and insight when planning a strategy, or solving a problem, or looking at a goal, offers:

  • understanding the business context faster and better; and

  • seeing solutions that are effective, innovative and which create value.

Here is a short list of the types of matters I can assist with:

  • Designing and implementing all elements of your business plan
  • Structuring your business, regulatory compliance
  • Business and legal due diligence reviews, for investors or buyers
  • Sales transactions; representation/agency agreements (domestic or foreign markets)
  • Financing (bank financings, private equity, underwriting and agency agreements)
  • Buying and selling a business (mergers and acquisitions)
  • Licensing and other intellectual property agreements
  • Outsourcing agreements
  • Supply agreements
  • Commercial leases
  • Joint ventures
  • Incorporation and organization
  • Shareholder agreements
  • Employment agreements, stock option agreements

In providing these services, read more about what I offer:

Businesses And Business Owners
In-House Counsel
Lawyers in Private Practice

How I Charge for What I Do

My services are provided on a fixed fee basis, retainer basis, hourly basis, and on a basis that provides lower cost at the outset with a higher return upon successful completion.

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Recent Engagements

    • Assisting an investor by conducting legal – and business – due diligence on a company in the retail services sector
    • Preparing a standard form contract for sales and installation of solar panels in the residential context
    • Reviewing, and then changing, a client’s contract dispute strategy, the revised strategy saved the client >$300,000
    • Assisting a charitable institution with both the legal and strategic elements of its transition to a corporate structure and the purchase of new premises
    • Guiding an alternative fuel manufacturer with proprietary technology through an international patenting strategy, including engaging local and international special counsel, resulting in dozens of new patents
    • A multi-million dollar Ontario private placement

 

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Business and Business Owners

In providing services, I offer:

Personal relationship and attention.

  • You deal directly and only with me; your work is not delegated


Perspective/Expertise/Insight

  • My background in law and business helps me share your perspective, understand your context and goals better
     
  • For example, the best solution to what appears to be a legal issue is sometimes a business strategy;  I can see both perspectives

Value and Cost Effectiveness.

  • Your business and its context is understood quickly 

  • Speed and efficiency borne from expertise and experience  

  • Flexibility to use billing methods that better align my interests with my clients

 

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In-House Counsel

In providing services, I offer:

Personal relationship and attention.

  • You deal directly and only with me; your work is not delegated

Perspective/Expertise/Insight.

  • Personal experience as an in-house counsel means I understand your perspective better – I approach my work understanding the pressures on you


  • My background, seniority and experience solves problems and gets the work done well, and efficiently 
 

  • Network of professionals in complementary disciplines at your disposal, plus the ability to work with your chosen professionals.  My experience in a major law firm, as in-house counsel, and in business, provides helpful and meaningful insight into managing legal services and their cost

Value and Cost Effectiveness.

  • Speed and efficiency borne from expertise and experience  
 
  • Cost that compares favourably to firms with much higher overhead costs

  • Flexibility in billing methods that better align my interests with my clients

 

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Lawyers in Private Practice

If you practice in another area, or if you have a conflict and need to refer a client outside your firm, I can help you or (if you would prefer) your client directly.

In providing services, I offer:

Personal relationship and attention.

  • Your (or your client’s) work is not delegated – the working relationship stays with me

Perspective/Expertise/Insight.

  • My background in law and business helps me understand your client’s perspective, context and goals and see solutions that are effective and innovative

  • My background, seniority and experience solves problems and gets the work done well, and efficiently

Value and Cost Effectiveness.

  • Speed and efficiency borne from expertise and experience
     
  • Cost that compares favourably to those with much higher overhead costs

 

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