Business Details
We have been solving complex problems for sophisticated clients for over 45 years. Our founder, Robert (Bob) Stein, brings more than 50 years of experience as an attorney in business organization, commercial transactions, real estate finance, and loan workouts. We specialize in representing financial institutions, developers, investors, and owners of office, shopping center, hotel and business park assets throughout major transactions. Our team expertly resolves troubled loans for both lenders and borrowers while maintaining strict confidentiality and ethical standards. We organize, reorganize, merge, and dissolve business entities, providing clear guidance on ownership disputes and corporate restructuring. In mergers and acquisitions, we have represented entrepreneurs across food services, technology, hospitality, construction, and consulting sectors.
We also advise families on succession planning for familyrun businesses, ensuring smooth transitions and preserving legacy value. Our consulting services deliver strategic advice to individuals, families, and small to mediumsized companies nationwide. We uphold the highest professional standards, drawing on rigorous education from Yale and Berkeley Law. Our commitment to client satisfaction is reflected in successful sales of highprofile hotels, a $100million foodproduct company transaction, and the continued equity participation of owners after sale. We communicate transparently, noting that our engagements are not protected by attorneyclient privilege, and we never provide legal or tax advice.
We also advise families on succession planning for familyrun businesses, ensuring smooth transitions and preserving legacy value. Our consulting services deliver strategic advice to individuals, families, and small to mediumsized companies nationwide. We uphold the highest professional standards, drawing on rigorous education from Yale and Berkeley Law. Our commitment to client satisfaction is reflected in successful sales of highprofile hotels, a $100million foodproduct company transaction, and the continued equity participation of owners after sale. We communicate transparently, noting that our engagements are not protected by attorneyclient privilege, and we never provide legal or tax advice.
Highlights and features
- We have over 45 years solving complex client problems.
- Our founder graduated magna cum laude from Yale.
- We negotiated a $100 million sale for a product company.
- We represented developers of the Campton Place and Checkers hotels.
- Our team provides transparent consulting without attorneyclient privilege.
Services
Real Estate
Our Real Estate service guides lenders, borrowers, landowners, lessors and lessees through purchasing, selling, leasing, subdividing and developing commercial and residential properties across California. We focus on sophisticated transactions for developers, investors and owners of offices, shopping centers, hotels and business parks. Clients benefit from streamlined deals, risk mitigation and maximized asset value.
Corporate
Our Corporate service assists with formation, dissolution, purchase and sale of businesses across diverse industries nationwide. We advise on reorganizations, mergers, acquisitions and ownership disputes, applying deep knowledge of finance, tax and regulatory considerations. Clients receive clear strategies that protect capital, accelerate growth and ensure compliance.
Family Businesses
Our Family Businesses service counsels individuals on succession planning and ownership transition for familyrun enterprises. We address complex issues such as valuation, governance structures and intergenerational equity to preserve legacy and operational continuity. Clients achieve orderly transfers that safeguard both family relationships and business profitability.
Mergers & Acquisitions
Our Mergers & Acquisitions practice represents entrepreneurs in buying, selling and combining businesses across technology, hospitality, food services and construction sectors. We conduct thorough due diligence, negotiate terms and structure deals to minimize risk and maximize shareholder value. Clients benefit from seamless transactions and strategic growth pathways.
Business Consulting
Our Business Consulting service offers strategic advice to individuals, families and small to mediumsized companies seeking operational improvement. We analyze organizational structure, financial performance and market positioning to craft actionable plans. Clients experience enhanced efficiency, stronger decisionmaking and sustainable profitability.
