Phone: 949-275-6010
The complexity of corporate mergers and acquisitions and business valuation requires counsel to associate with a team of industry-specific professionals in order to best serve their clients. The Orange County corporate attorneys at Hogan Law Group have diligently sought the best of the best and proudly lists the following among its affiliates.
Windes has a reputation as an extremely reputable and sophisticated regional accounting firm that is big enough to handle all tasks related to mergers and acquisitions, but small enough to render personalized service to its clients. It can do all the work necessary to set up a privately-held company with its first audited financial statements, and then perform tax planning to determine the best uses for sale proceeds.
Tony Enrico, LLC provides executive and business coaching to its clients at crucial times in an organization’s life cycle, whether the problem is growth that is too fast, or declining sales that could lead to a business disaster. This type of intervention can be crucial to accomplish prior to the successful sale of a business; in order for a company to command the highest possible price, it is necessary to get these issues resolved before a company goes to market.
Palo Capital is a very successful boutique investment firm which provides excellent, personalized service to its clients. Its track record is impressive, and its friendly, one-on-one approach to its clients makes for a very enjoyable investment experience.
Bernstein Global Wealth Management is a hugely successful investment firm with a decades-long record of asset management success and billions of dollars under management. They use sophisticated modeling techniques to identify optimal investment strategies. We are proud to recommend them to our clients as a means of preserving and growing revenues from the sale of a company.
Jeffrey M. Verdon Law Group, LLP does very sophisticated estate and asset protection planning for its clients, to help them save money and preserve assets from creditor attack. This is especially valuable to our clients after the sale of a business, when they could otherwise be vulnerable to unforeseen financial threats. Jeff Verdon is one of Orange County’s preeminent estate planning and asset protection lawyers.
I work with the owners of successful closely held businesses, as well as other successful individuals and families. My goal is to help clients achieve a sense of security because together we create a comprehensive financial plan based on their goals and objectives which is designed to assure them that taxes, expenses and creditor risks are minimized, that the desired succession plan for their business is in place, that their investment portfolio is positioned for optimal performance, and that they will leave a legacy that is both significant and meaningful. Visit Rick at www.RickMacBarron.com.
Wright Ford Young & Co. is a premier Orange County based CPA firm specializing in privately held companies and their owners. As a full service firm providing audit, tax and business advisory services, Wright Ford Young & Co. also has an industry specialty in assisting clients with mergers and acquisitions. From providing audited financial statements to tax planning and strategy, Wright Ford Young & Co. delivers constructive solutions that are practical and technically sound. For additional information or help, please contact Jeff Myers, audit partner, at 949-910-0122.
BNY Mellon Wealth Management is a leading wealth manager, and was named in 2014 by Family Wealth Report as the top U.S. Private Bank and the top Private Bank serving Family Offices. Barron’s ranked it the 7th largest U.S. wealth manager in 2013. The firm has more than two centuries of experience in providing services to clients who today include financially successful individuals and families, their family offices and business enterprises, planned giving programs, and endowments and foundations. It has $187 billion in private client assets, as of June 30, 2014, and an extensive network of offices in the U.S. and internationally. BNY Mellon Wealth Management, which provides investment management, custody, wealth and estate planning and private banking services to clients, conducts business through various operating subsidiaries of The Bank of New York Mellon Corporation. BNY Mellon is ranked as the safest US financial institution for the fifth year in a row by Global Finance. For more information go to bnymellonwealthmanagement.com or follow us on Twitter @BNYMellonWealth.
Disclaimer: Hogan Law Group, P.C. believes in the quality of these organizations, and offers them as a service to our clients to consider in the context of a corporate purchase or sale; however, Hogan Law Group, P.C. can make no guaranties that your experience, if you decide to retain one or more of these entities, will be satisfactory as judged by your own standards. You need to investigate any service provider thoroughly prior to engaging its services, and we cannot and do not attempt to do that for you. Nothing stated on this website should be interpreted as a guaranty of your satisfaction in relation to any matter.
Hogan Law Group, P.C.Attorneys & Counsellors
22431 Antonio Parkway, Suite B160-449
Rancho Santa Margarita, CA 92688
Phone: (949) 275-6010
Areas Served : Proudly serving Southern California. Including Orange, Los Angeles, San Diego and Riverside Counties.
