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Outside Counsel for Formation, Growth, & Exits

Wingate Law serves as outside counsel to closely held businesses, their founders, lenders and advisors, helping clients navigate formation, growth, and transition with a steady legal hand. By understanding each business from the inside out, we deliver practical legal guidance aligned with long-term goals. We work closely with banks, CPAs, tax professionals, wealth advisors, and transaction teams to help structure tax-efficient sales, recapitalizations, and mergers.

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We offer comprehensive legal support throughout the lifecycle of the business, from formation and governance to capital strategy and contract negotiation, aimed at minimizing risk and fostering growth. When you need to sell, refinance, restructure, or transition your business, Wingate Law will assist you with efficiency and clarity.​

Business Formation & Organizational Restructuring

  • Forming Tax-Efficient Entity Structures 

  • Partnership, Shareholder, and Operating Agreements

  • Establishing a Governance and Compliance Strategy

Capital Raising & Credit Facilities

  • Structuring Capital Raises (Equity, Debt, Convertible Instruments)

  • Private Placement Memoranda and Investor Disclosures

  • Negotiating Term Sheets, Loan Agreements, and Credit Facilities

  • Intercreditor and Subordination Agreement Negotiation

Corporate Restructuring

  • Mergers & Acquisitions

  • Private Equity/Venture Capital Investments

  • Due Diligence Management and Reviews

  • Business Succession Planning

Exit Planning

  • Business Valuations​

  • Tax Efficient Structuring 

  • Trust Formation & Administration 

  • Estate Planning & Charitable Donations

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