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Work Background
Bradley Arant Boult Cummings LLPPartner
May. 2023Atlanta, Georgia, United StatesParker Poe Adams & Bernstein LLP logo
PartnerPartner
Parker Poe Adams & Bernstein LLP · Full-timeParker Poe Adams & Bernstein LLP · Full-time
Apr 2020 - May 2023 · 3 yrs 2 mosApr 2020 - May 2023 · 3 yrs 2 mos
Atlanta, Georgia, United StatesAtlanta, Georgia, United States
I work with entrepreneurs and visionaries to help them design and achieve cool and ambitious deals and build and sell profitable companies. I have developed a business model for developing a Proactive Legal Plan™ designed to make the legal relationship predictable, efficient, and affordable for businesses who watch their cash flow first. My clients are CEOs and their direct reports, not lawyers, because my clients see me, and my entire law firm, as their outsourced legal department. I coordinate the legal and compliance operations for entrepreneurs, newly-formed enterprises, emerging growth and established, growing companies, allowing them to focus on the things that they do to make money. A typical week includes entity selection and formation, capital structuring, private placement and institutional equity and debt financings, mergers and acquisitions, joint ventures, and the strategy and planning of business growth. My teams help with intellectual property, employment, executive and incentive compensation, contract review and negotiation, and all other areas of compliance and operation. Bottom line: I love to learn about how someone makes money, and I love even more to help them visualize and pursue doing that better and with reduced risk, and to help them achieve more than they dream of on their own.
Parker Poe Adams & Bernstein LLPPartner
Apr. 2020 - May. 2023Atlanta, Georgia, United StatesI work with entrepreneurs and visionaries to help them design and achieve cool and ambitious deals and build and sell profitable companies. I have developed a business model for developing a Proactive Legal Plan™ designed to make the legal relationship predictable, efficient, and affordable for businesses who watch their cash flow first. My clients are CEOs and their direct reports, not lawyers, because my clients see me, and my entire law firm, as their outsourced legal department. I coordinate the legal and compliance operations for entrepreneurs, newly-formed enterprises, emerging growth and established, growing companies, allowing them to focus on the things that they do to make money. A typical week includes entity selection and formation, capital structuring, private placement and institutional equity and debt financings, mergers and acquisitions, joint ventures, and the strategy and planning of business growth. My teams help with intellectual property, employment, executive and incentive compensation, contract review and negotiation, and all other areas of compliance and operation. Bottom line: I love to learn about how someone makes money, and I love even more to help them visualize and pursue doing that better and with reduced risk, and to help them achieve more than they dream of on their own.
Miller & Martin PLLCMember
Mar. 2018 - Apr. 2020Atlanta, GeorgiaI worked with entrepreneurs and visionaries to help them design and achieve cool and ambitious deals and build and sell profitable companies. I served as outside general counsel and business advisor for companies, many of whom do not have internal legal departments. I represented entrepreneurs, newly-formed enterprises, emerging growth and established companies in a broad variety of matters including entity selection and formation, capital structure, private placement and institutional equity and debt financings, mergers and acquisitions, incentive compensation (including restricted stock and stock options, phantom equity, profits interests, etc.), corporate partnering and joint ventures, sales and distribution operations, development, negotiation, and documentation of sale and service agreements, distribution or leasing arrangements, terms and conditions of sale or service, independent contractor and consulting services agreements, licensing and intellectual property protection, federal, state, and local taxation, tax-effective transaction and entity structuring, licensure and regulatory compliance matters, and nonprofit entity organization, qualification, compliance, and operation. SPECIALTIES: Ownership structuring, equity and debt financing (including private placement and institutional financing), entity qualification and licensing, transaction architecture, federal, state, and local tax minimization and compliance, and nonprofit entity organization, qualification, compliance, and operation.
Atlanta Humane SocietyDirector
Mar. 2010 - Dec. 2016Greater Atlanta AreaI am proud to have served on the Board of Directors of this fine charity. I rolled off the Board due to the term limits provision. I look forward to rejoining when I am again eligible.
Foltz Martin, LLCMember: Business Transactions and Taxation
Nov. 2009 - Jan. 2013Greater Atlanta AreaI worked with a number of entrepreneurs, serving as an outside general counsel for businesses and business owners that don't have inside legal departments. I helped entrepreneurs achieve their business goals in a broad variety of matters, from entity selection and formation, through capital structure, private placement of equity and debt investments, equity and debt financings, mergers and acquisitions, incentive compensation (including restricted stock and stock options), corporate partnering, joint ventures, sales and distribution operations, independent contractor and consulting services agreements, licensing and intellectual property asset identification and protection, federal, state, and local taxation, tax-effective transaction and entity structuring. I also kept them out of trouble assisting with licensure and regulatory compliance matters and tax advocacy, and helped them realize their altruistic goals with nonprofit entity organization, qualification, compliance and operation.
Carlton Fields, P.A.Corporate and Transactional Services Shareholder
Jul. 2008 - Nov. 2009I was a Shareholder in the Atlanta Office of Carlton Fields, P.A, a regional law firm with over 280 attorneys in seven offices, specializing in business transactions and advice. I served as outside general counsel for companies without internal legal departments, and providing business and transaction structuring advice, including debt and equity financing, compliance, stock and asset based mergers and acquisitions, capital investment and financing, tax advice, and nonprofit qualification. I regularly advised clients with respect to a broad variety of business matters including the development, negotiation, and documentation of sale and service agreements, distribution or leasing arrangements, terms and conditions of sale or service, privacy and intellectual property protection, partnership, shareholder, joint venture, and limited liability company agreements and compliance with applicable regulations and licensing requirements.
Seyfarth ShawPartner
Jan. 2008 - Mar. 2018Greater Atlanta AreaI served as outside general counsel for businesses and business owners, many of whom don't have inside legal departments. I helped businesses and entrepreneurs achieve their business goals in a broad variety of matters, from entity selection and formation, through capital structure, private placement of equity and debt investments, equity and debt financings, mergers and acquisitions, incentive compensation (including restricted stock and stock options), corporate partnering, joint ventures, sales and distribution operations, independent contractor and consulting services agreements, licensing and intellectual property asset identification and protection, federal, state, and local taxation, tax-effective transaction and entity structuring.
Seyfarth Shaw LLPBusiness Transactions Partner
May. 2000 - Jun. 2008Specialized in business transactions and advice. Represented public and private entities with respect to business and transaction structuring including debt and equity financing, compliance, stock and asset based mergers and acquisitions, capital investment and financing, federal, state, and local tax advice, and nonprofit qualification. Representative matters include development, negotiation, and documentation of sale and service agreements, distribution or leasing arrangements, terms and conditions of sale or service, privacy and intellectual property protection, partnership, shareholder, joint venture, and limited liability company agreements and compliance with applicable federal, state, and local regulations, including licensing requirements.
KPMG, LLPState and Local Tax Consultant
Jan. 1999 - Dec. 2000Advised multistate clients regarding state tax minimization strategies and compliance.
Arthur Andersen, LLPState and Local Tax Consultant
Jan. 1998 - Dec. 1998Advised miltistate businesses regarding state tax minimization strategies and compliance.
The Kroger CompanyStore Manager
Jan. 1992 - Dec. 1996Full P&L responsibility for $20 Million - $24 Million retail grocery business with 150 - 180 employees, thirteen departments, and over 30,000 unique SKUs.
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