Mergers & Acquisitions

June 2026 Letter of Intent Review

Long time corporate client asked DeAngelis Legal to review a detailed letter of intent from a potential purchaser.  DeAngelis Legal advised the client regarding its terms and revised the agreement to incorporate the client's desires.  We also updated the entity’s records so they were up to date if a transaction occurs.

By |2026-07-28T15:04:53-07:00July 15th, 2026|Recent Projects, Mergers & Acquisitions|Comments Off on June 2026 Letter of Intent Review

February 2026 Sale of Closely Held LLC Interest

Retiring owner of a Scottsdale business desired to sell her closely held LLC interest, triggering the buy-sell provisions of the operating agreement.  DeAngelis Legal assisted the manager of the LLC to comply with the terms of the operating agreement and prepare the necessary documents implementing the transaction.

By |2026-07-28T13:47:58-07:00March 15th, 2026|Recent Projects, Mergers & Acquisitions, Succession Planning, Business Services|Comments Off on February 2026 Sale of Closely Held LLC Interest

January 2026 Sale of Medical Practice

DeAngelis Legal provided legal services to a local physician regarding the sale of his medical practice in Arizona.  We advised the client throughout the negotiations, which included the review of several letters of intent, drafting transaction documents and successfully closing the transaction.  Even with several moving parts, the transaction was completed within six weeks. Congratulations [...]

By |2026-07-28T13:40:20-07:00February 15th, 2026|Recent Projects, Mergers & Acquisitions, Business Services, Homepage|Comments Off on January 2026 Sale of Medical Practice

December 2025 Mergers and Acquisitions

Ultra-high net worth client entered into negotiations to sell his business.  The business’s attorneys handled the transaction documents, but DeAngelis Legal assisted the client to evaluate various transaction structures to reduce or defer income taxes on the transaction.  After reviewing the alternatives, DeAngelis Legal created a new entity and other documents implementing the structure.

By |2025-12-30T11:15:50-07:00January 15th, 2026|Recent Projects, Entity Formation, Federal Estate Tax, Mergers & Acquisitions, Succession Planning, Protecting Family Wealth, Homepage|Comments Off on December 2025 Mergers and Acquisitions

June 2025 Nondisclosure Agreements

Scottsdale client is entertaining the sale of a medical practice.  DeAngelis Legal assisted the client with the review, negotiation and preparation of “standard” nondisclosure agreements from interested parties.  We were able to identify the non-standard terms which had a potentially negative impact on the client's business and successfully negotiated alternative terms that satisfied all parties.

By |2025-07-30T21:17:46-07:00July 15th, 2025|Past Newsletters, Recent Projects, Mergers & Acquisitions, Business Services, Homepage|Comments Off on June 2025 Nondisclosure Agreements

April 2025 Merges and Acquistions

Trade professional desired to purchase the assets of a competitor and engaged DeAngelis Legal to assist with the structure and acquisition documents.  The buyer preferred to keep the operations of each business separate and not merge them post-closing. DeAngelis Legal discussed the alternative corporate structures, created the acquiring entity and prepared the documents evidencing the [...]

By |2025-05-25T14:14:27-07:00May 15th, 2025|Recent Projects, Mergers & Acquisitions, Business Services, Homepage|Comments Off on April 2025 Merges and Acquistions

March 2025 Mergers and Acquisitions

Client previously sold its operating business in better economic times, but the buyer couldn’t perform and ultimately liquidated the business.  DeAngelis Legal assisted the client with the delicate multiparty negotiations (landlord, bank, trade creditors) to re-quire the assets of the business, prepared the documentation evidencing the purchase of the assets and closed the re-acquisition of [...]

By |2025-04-27T21:13:16-07:00April 15th, 2025|Recent Projects, Mergers & Acquisitions, Protecting Family Wealth, Homepage|Comments Off on March 2025 Mergers and Acquisitions

September 2024 Real Estate Acquisition

It started out as a good deed, turned into a two-year battle and resulted in a happy accident for this Arizona couple.   Lack of business acumen of the opposing party, no documentation, poor accounting, differing legal systems and language barriers made this a difficult matter to resolve.  DeAngelis Legal worked with the client’s US accountants [...]

By |2025-01-31T16:55:02-07:00October 15th, 2024|Real Estate, Recent Projects, Mergers & Acquisitions, Business Services, Homepage|Comments Off on September 2024 Real Estate Acquisition

September 2024 Sale of LLC Interests

DeAngelis Legal was engaged by a Scottsdale couple to assist them with a business divorce from their co-owner.  The owners wanted to end their working relationship with each other and looked for alternatives to dissolving or selling the entity to a third party.  However, the parties could not agree on terms or even the process [...]

By |2024-10-09T22:18:33-07:00October 15th, 2024|Recent Projects, Mergers & Acquisitions, Homepage|Comments Off on September 2024 Sale of LLC Interests
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