Over the last twenty-nine years of practice, Mr. Mallery and his firm have provided expertise to Central California businessmen and women to start, operate and sell their businesses and property, by planning and documenting all forms of business and real estate transactions. The transactions we specialize in include:

  • Formation of business entities such as corporations, limited liability companies, joint ventures and partnerships
  • Plan for operating transactions and resolve issues arising in the business context, such as ownership transfers, management changes, employment agreements, redemptions from departing shareholders, stock option plans, and buy-sell agreements
  • Plan, oversee and document sales and exchanges of businesses by merger and acquisition, either through the purchase of stock or the purchase of assets
  • As the business matures, we provide succession planning, including either a one-time or gradual transition of ownership through such methods as family limited partnerships, redemptions, buy-outs, and other techniques for maximizing value for business owners
  • Purchases, sales, leases, transfers, exchanges and financing of real property, including planning for difficult situations arising from adverse market conditions
  • Tax planning for business and real estate transactions, to assure the transaction leads to a suitable after-tax result for the client
  • Providing general business advice and counsel
  • Trademark & Copyright registration and maintenance
  • Negotiation and Mediation services, both representing one party in a negotiation or mediation, or as neutral mediator to resolve issues between two or more parties.