Examples of representative matters in recent years of Andrew’s career include:
Sale of a multi-entity insurance business for over $30 million
Tax-free reorganization and sale of a software company for over $50 million
Sale of an auto dealership and real estate for over $35 million
Sale of a medical packaging business which required anti-trust approval for over $100 million
Sale of a home health care business for over $60 million
Sale of a medical practice and associated technology business for over $20 million
Sale of a medical practice to a hospital, with continuing employment contracts for physicians
Sale of a landscaping and snow removal business for over $13 million
Sale of a medical consulting business for over $9 million
Sale of a door supplier business for over $6 million
Sale of a tank refurbishing business for over $20 million
Sale of a telecommunications hardware business for over $30 million
Sale of a medical malpractice insurance business for over $20 million
Sale of commercial real estate for over $14 million
Acquisition of a multi-million dollar engineering corporation
Acquisition of a multi-million dollar HVAC business
Acquisition of two large hotel businesses
Acquisition of an electrical engineering business and real estate
Acquisition of accounting practice
Restructure of manufacturing business for succession purposes involving family trusts; Plan and implement large lifetime gifts; Report gifts on gift tax returns
Complex financing restructure for a manufacturing business
Buyout of a retiring partner’s ownership in a manufacturing business
Buyout of shareholder from a family landscaping business
Separation of owners from a light manufacturing business
Administration of a multi-million dollar decedent’s estate
Administration of decedent’s estate involving disposition of business interests
Administration of decedent’s estate involving sale of real estate
Administration of marital trust for the benefit of surviving spouse
Estate plan for married couple with testamentary trusts for young children
Estate plan for individual including charitable bequests
Establish irrevocable life insurance trusts for high net worth couple
Formation of entity to acquire title to real estate
Startup formation of new technology business
Negotiate and draft shareholders’ agreement among second generation owners following departure of founding generation
Negotiate and draft shareholders’ agreements and operating agreements between siblings for numerous entities in a family business
Recapitalize corporation into voting and non-voting classes of stock to facilitate buy-in of new shareholders
Form non-profit private foundation and obtain tax exempt status from IRS
Successful appeal of erroneous imposition of realty transfer tax