Formation & Restructuring
Build the right structure—and change it when the business evolves
Guidance on entity formation, ownership, governance, equity, succession, reorganization, and the agreements that hold it all together.
Discuss your matterExperienced guidance
Strategy built around the business objective.
The right structure should support how a company is owned, managed, financed, and ultimately transferred. Mark helps founders and established businesses make deliberate choices at formation and revisit them as people, priorities, and opportunities change.
Representative matters
Where Mark can help.
Every engagement begins with the facts, the business context, and what you need to protect.
- 01Entity formation and governance
- 02Shareholder, company, and partnership agreements
- 03Buy-ins, buyouts, and equity arrangements
- 04Mergers and acquisitions
- 05Stock sales and asset sales
- 06Ownership and management restructuring
Mark's perspective
“Good planning makes authority, economics, and exit rights clear before conflict tests them. When an existing structure no longer fits, the solution should protect value while minimizing disruption.”
— W. Mark Bennett
Frequently asked questions
Start with clarity.
What agreements should business owners have?+
The answer depends on the entity and owners, but governing agreements should generally address management authority, economics, transfers, departures, deadlock, buyouts, confidentiality, and dispute procedures.
Can an existing ownership structure be changed?+
Often, yes. Restructuring may involve amended governing documents, equity transfers, a buyout, new investment, changes in management authority, or a merger or conversion. Tax and financial advisors may also be important to the process.
A better next step
Bring the issue. Leave with a path forward.
Tell Mark what is happening, what you need to protect, and what decision is in front of you.
Request a consultation