Our Focus

Mergers & Acquisitions

Mergers & Acquisitions

Covenant Consulting™ for Elite Entrepreneurs

We guide exceptional leaders and their families as they scale and protect generational assets, promoting business and family goals. We are purposeful in helping a family shape its future through design and implementation.

We help elite entrepreneurs and their families harmonize their legal and relational issues during the rigors of business expansion. And we think covenantally through these issues.

Successful entrepreneurs need more than basic legal advice. They need strategies tailored to the unique opportunities and stresses they face. They don’t just need an attorney; they need an informed and capable advocate — someone who knows their business inside and out…and can help them scale in the short-term and protect wealth for the long-term, with their family legacy in mind.

We exclusively serve elite businesses and families. From building infrastructure, to negotiating complex relationships, to family governance and estate design — we provide cutting edge solutions that integrate business and family goals. Our clients invite us into the conversation as they cast vision for the future, build a plan to get there and fight to protect/secure what they’ve built. Our consultive approach guides and assists leaders — cultivating peace with a generational approach to business and wealth design — navigating through looming Expansion, Succession and Protection (“ESP”) issues.

Chief Legal Counsel for Growing Businesses

  • We serve as close counsel to growing businesses and affluent family enterprises. Think of us as Chief Legal Counsel for the family enterprise — providing ongoing strategic business advice and consultation with legal acumen — and we work with Family Enterprise advisors for seamless integration of tax, investment, insurance, human capital, and governance pieces. These ESP legal issues include:

  • Transactions — We help clients buy and sell strategically. We advise enterprises of many sizes in buy-side and sell-side transactions. Since 2003, we have assisted clients in asset and stock acquisitions, sales of businesses, and bank workouts totaling over $1 billion.

  • Intellectual Property — We work to protect the intellectual property of our enterprise clients through trademark and copyright protection; helping with licensing agreements, confidentiality arrangements, independent contractor agreements, trade secret protection, due diligence reviews for complex acquisitions, and the like.

  • Corporate Formation and Governance — We work with entrepreneurial clients to establish corporations, LLCs, and other entities, securing personal and corporate liability protection.

  • Mediation — our panel of certified mediators can assist businesses with advanced dispute resolution techniques to reduce the cost of litigation.

  • Everyday Business Advice — We advise clients through daily operational business concerns; including everyday contracts and agreements, business relationships, policy development, and complex strategic business succession.

  • Legacy Planning — We work with Family Enterprise clients, encouraging legacy planning opportunities within the context of each client's family situation — creating comfort and security for the future. We work closely with family offices for such family and business clients. 

  • Collaboration — We offer an extensive network of professionals in the Southeast - with connections to attorneys and other trusted professionals who serve a variety of needs ranging from complex mergers and acquisitions to advanced litigation matters; intellectual property protection and legacy and wealth planning. In short, we manage the legal needs of the family business.


Legal. In-house. Outsourced.

Our dedication to our family enterprise and entrepreneurial clients involves allying with proficient professionals in the areas important to our clients - investments, insurances, litigation, tax, and intellectual property, to name a few.
— Stephen