‎The best part of my job is learning about our clients’ business and helping them ‎understand and implement the legal tools that can help them to accomplish their ‎strategic objectives.

How I represent clients at Schwabe

I help companies and their owners navigate the legal challenges of establishing, growing, ‎operating, and eventually transitioning their businesses. My business background and experience ‎handling commercial transactions, mergers and acquisitions, and corporate governance allow me ‎to provide valuable guidance to clients of all sizes and across various industries, including ‎consumer products, manufacturing, retail, real estate, construction, and healthcare.

An ally for every stage of the business cycle

Whether it is helping a local entrepreneur select the right structure for a new venture, assisting a growth-stage company ‎with financing, implementing legal strategies to help protect valuable business assets, solving difficult governance ‎problems, negotiating complex commercial agreements to help a client improve its supply chain, or handling a high-stakes ‎merger, I use my transactional experience and solution-oriented approach to help companies at all stages of their life ‎cycle succeed.

Adding value through transition planning

I enjoy helping business owners apply transition planning strategies to maximize, capture, and keep the illiquid ‎wealth they have built in their closely held businesses. As a member of Schwabe’s Privately Held ‎Businesses & Enterprises group, I have evaluated a myriad of options for passing businesses to new ownership ‎and helping develop and implement creative transition and succession planning techniques.‎


Privately Held Businesses & Enterprises

  • Developed and implemented business transition plans for family-owned and closely held businesses in the construction, manufacturing, professional services, healthcare, and other industries.
  • Represented a privately held company in stock redemption from a founder/majority shareholder and the transition of ownership to key management.
  • Implemented a stock redemption plan for a multi-generational, family-owned manufacturing company.
  • Developed an employee stock plan to allow a closely held construction company to expand ownership to key employees.
  • Handled contested division of ownership of family business interests.
  • Advised family-owned companies with development of professional board of directors.

Mergers and acquisitions

  • Closed the sale of a third-party administrator business to a private equity-backed buyer.
  • Advised an international apparel company in the strategic acquisition of a regional specialty footwear manufacturer.
  • Represented an employee-owned environmental services company in the sale of the business to a strategic purchaser.
  • Represented a regional cold storage company in the sale to a strategic buyer.
  • Represented a packaging distribution company in a reorganization and sale to a private equity buyer.
  • Represented an electrical equipment manufacturer in the sale to a strategic buyer.
  • Represented a software technology company in the sale to a strategic buyer with private equity backing.
  • Represented owners of to-go pizza restaurant franchises in the sale to a strategic buyer.
  • Represented a metal fabrication company in the sale to a strategic buyer with financing component.
  • Represented a food processing company in the sale to a private equity buyer with rollover equity component.
  • Represented an owner of a portfolio of senior housing facilities in the sale to a financial buyer.
  • Represented a property management company in the strategic acquisition of a management company.
  • Represented a construction supply company in a strategic acquisition to facilitate regional expansion.
  • Represented a marketing agency in the sale of business and real estate to a strategic buyer.
  • Represented owners of chiropractic clinics in the sale of a portfolio of clinics to a private equity buyer.
  • Advised a nonprofit corporation in a merger with another nonprofit to facilitate growth.
  • Represented owners in the purchase of a food manufacturing company.
  • Assisted global manufacturing company and regional distribution and retail companies with strategic acquisitions.

Corporate governance

  • Advised the board of directors of a large nonprofit healthcare system regarding development and implementation of a corporate governance model designed to further its strategic objectives.
  • Advised the board and management of a global manufacturing company and of a regional construction company with multiple subsidiaries on corporate governance, board meetings, and shareholder relations.
  • Advised a local brewery in formation, corporate structuring, and governance matters.
  • Assisted charitable organizations in obtaining and maintaining tax-exempt status.
  • Implemented changes to the capital structure of a large regional construction company to facilitate distribution of wealth to family member shareholders.
  • Advised a regional mental health provider on ownership structure and buy-sell agreements.
  • Advised a regional mental health provider on ownership structure and buy-sell agreements.

 Commercial transactions

  • Prepared complex commercial agreements with customers and suppliers for companies in the manufacturing, distribution, retail, and healthcare industries.
  • Assisted a rebar manufacturing company in the purchase of an operations facility.
  • Counseled a lender to successful closing of commercial loans to local businesses and real estate developers.
  • Negotiated commercial lease terms for businesses looking to expand, renew, or move locations.
  • Drafted and negotiated a joint venture agreement for an educational services provider.


  • University of Oregon, School of Law, Juris Doctor degree (2007)
  • Exit Planning Institute, Certified Exit Planning Advisor (2014)
  • University of Puget Sound, Bachelor of Arts degree, cum laude (2004)


  • Oregon State Courts
  • Washington State Courts


  • Washington State Bar, Business Law Section, Member
  • Oregon State Bar, Business Law Section, Member
  • Clark County Bar Association, Member


  • “Accomplished & Under 40” award, Vancouver Business Journal (2011)
  • George C. Marshall Public Leadership award (2014)

Community Activities

  • Identity Clark County, Board of Directors, Ed Lynch Honorary Director (2019-2020)
  • Parks Foundation of Vancouver and Clark County, Board of Directors and former President
  • Leadership Clark County, Class of 2010 graduate and member of recruitment committee
  • Washington State University-Vancouver Agricultural Entrepreneurship and Business Planning program, volunteer instructor on business formation
  • Columbia River Economic Development Council, supporter and speaker on legal topics
  • Greater Vancouver Chamber of Commerce, member and speaker on legal topics

Outside Interests

Hiking, camping, golfing, skiing and exploring the coast with my family.

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