Corporate & Rollover as Business Attorney for Business Owners and Entrepreneurs
Independent legal counsel for Rollover as Business (ROBS) businesses
Advising businesses on ROBS compliance, 401(k) Plan matters, corporate governance,
stock transactions, prohibited transactions, and business acquisitions and sales.
Contact Us
Email: Alee@lawofficofanitalee.com
(425) 970-3183
Areas of Practice
ROBS Compliance
Comprehensive review of ROBS structures from formation stage and for existing businesses already operating, for compliance with ERISA, IRS, and corporate governance requirements, including operational issues, prohibited transaction concerns, corporate governance, and risk management considerations.
Ongoing Counsel for ROBS Businesses
Ongoing Independent legal counsel for business owners operating through a ROBS structure through advice and counsel on corporate governance; capitalization with stock transactions; stock redemptions; plan compliance; and operational matters.
Business Acquisitions & Sales and Exits
Advice and counsel regarding the purchase and sale of businesses involving ROBS structures, including stock and asset transactions, due diligence, corporate restructuring, and retirement plan considerations.
Also, advice and counsel regarding stock redemptions, business transitions, and exit strategies involving ROBS structures