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A full-service business practice,
emphasizing small business start-ups,
professional practice sales and partnerships,
corporate and business law and related tax issues,
real property, and tax and estate planning.

Education:

USC Gould School of Law, J.D. * Top 20% Graduate
Dartmouth College, A.B. in Religion (Ethics) * Honors Program in Mathematics * Golf Team

Licensed:

US Supreme Court * US Tax Court * US 9th Circuit Court of Appeals * US District Court (CA Central)
California * Texas * Tennessee

Organizations
(selected):

Practice Valuation Study Group
American Association of Dental Legal Consultants
Santa Barbara County Bar Association (Medical Legal Committee Chairman 1993-1997)

Presentions
(selected):

When the Referee Dies (Santa Barbara Bench & Bar Conference)
Negotiation Theory (Practice Valuation Study Group)
Associates & Partnerships (San Fernando Valley Dental Society)
Enforceability of Post-Sale Anti-Competitive Covenants (CDA & Bank of America Practice Support)

Awards
(selected):

#1 Rated Attorney (Avvo®):
Mergers & Acquisitions 2011-present; Corporate & Incorporations 2011-present; Commercial Real Estate 2010-present; Estate Planning 2014-2017 (#3 2018-present)
AV® Preeminent™ Rating (Martindale Hubbell®) 2009-present
10.0 Superb Rating (Avvo®) 2009-present
Clients’ Choice Award (Avvo®) 2012-present
Highest Honors (USC Law School): “First Amendment” and “Sex Discrimination”

Broker
References:

California Practice Sales * D&M Practice Sales and Leasing * First Choice Practice Sales * Greg Beamer  & Associates * Integrity Practice Sales * Ken Rubin Practice Sales * Lee Skarin and Associates * Northern California Practice Sales * Professional Practice Sales of the Great West * Henry Schein Professional Practice Transitions * The Tharaldson Group

Lender
References:

Bank of America * Chase * Citibank * Enterprise Bank & Trust * First Citizens Bank * First Republic Bank * Live Oak Bank * Panacea Financial * Provide! * US Bank * Wells Fargo * Zions Bank

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