Corporate Law / Business Organizations

We offer pragmatic, results-oriented counsel to corporate clients ranging from small, closely held businesses to Fortune 500 companies.

Our lawyers blend creativity and strategic vision to advise clients on the full spectrum of business matters, from entity formation to dissolution. We serve companies in virtually all sectors, with particular knowledge in the fields of health care, finance (including financial institutions, financial advisors, and real estate finance), manufacturing, insurance, communications, and distribution.

Rather than taking a "one size fits all" approach, we create strong working relationships rooted in exceptionally responsive service. We align ourselves with our clients’ interests and growth plans in order to anticipate potential obstacles, and have the skill and flexibility to step in as special counsel as well as the consistency to handle ongoing issues.

Our Clients

  • Middle market companies with revenues ranging from $30 million to $1 billion
  • Commercial clients across the U.S. and in many countries around the globe
  • Publicly held and family-owned companies
  • Numerous members of the Fortune 500
  • More than 25 percent of our work involves cross-border matters

Our Services

  • Advice on choosing the appropriate form of business entity—corporation, general or limited partnership, limited liability company, joint venture, or individual proprietorship—for maximum operational and tax efficiency
  • Guidance on structuring efficient sales, supply or licensing agreements, consulting or similar business arrangements, and other essential contracts and relationships
  • Counseling on the fiduciary duties of officers and directors, including the proper powers of board members, their interaction with management, and their responsibilities to shareholders
  • Assistance with transfer of business control, whether through development of succession plans, responding to recapitalization offers, or handling business sale or dissolution arrangements
  • Collaboration with privately owned and family-owned businesses and their management to develop appropriate entity structures, financial strategies, and succession plans
  • Recommendations to public company boards and senior executives on governance issues involving fiduciary duties, duty of care, and the business judgment rule
  • Advice to board members regarding committee structure, indemnification rights, and D&O insurance
  • Help for public and private companies to resolve shareholder disputes, conduct shareholder meetings, and respond to shareholder derivative actions
  • Assistance with disclosure, compensation, and compliance matters

News Releases

01.03.2019Shumaker Attorneys Named 2019 NC Legal Elite by Business North Carolina Magazine
01.02.2019John Burgess to Present at the NCEO’s 2019 Employee Ownership Conference
12.10.2018David Slenn to Present at the 2019 World Captive Forum
11.15.2018Caitlin G. Duckworth Joins Shumaker
11.08.2018Jack Santaniello Presented at the Advanced Business Builder Program
10.24.2018John H. Burson Recognized by OSBA as 50-year Practitioner
10.12.2018Danielle A. Wise Joins Shumaker, Loop & Kendrick, LLP
10.01.2018Willard A. Blair Elected to the Alliance of Merger & Acquisition Advisors Board
10.01.2018Julio C. Esquivel Named Vice Chair of the Tampa Hillsborough Economic Development Corporation Investor Relations Committee
07.12.2018Julio C. Esquivel Served as Panelist at West Coast District Global Commercial Real Estate Symposium
06.20.2018Gregory C. Yadley Named The Florida Bar's Business Law Section "2018 Member of the Year"
05.25.2018Ronald A. Christaldi and Andrew L. McIntosh Received Commendation from Tampa City Council
05.14.2018Jay Verona Appointed to the Florida Bar's Grievance Committee "C" of the Thirteenth Circuit
05.14.2018Julio Esquivel Named President of Gasparilla Music Foundation
05.03.2018Shumaker Attorneys and Practice Areas Recognized by Chambers USA
04.23.2018Shumaker, Loop & Kendrick, LLP Attorney Gregory C. Yadley Presents at American Bar Association Business Law Section Spring Meeting - Orlando, Florida
02.07.2018David B. Heedy Joins Shumaker, Loop & Kendrick, LLP
02.05.2018Ben Hanan Elected to All Faiths Food Bank Board of Directors
11.30.2017Jack Santaniello Presented "The Law of Business 201" at Latin American Chamber of Commerce Business Builders
09.06.2017Cheryl Gordon Named to UF Law Center Association Board of Trustees
08.10.2017Julio C. Esquivel Elected to Board of Directors of Jameis Winston's Dream Forever Foundation
07.26.2017Christian Staples Named Honoree for the 2017 North Carolina Leaders in the Law Awards
07.25.2017Gregory C. Yadley Presents at Business Law Boot Camp, Sponsored by the National Business Institute-Orlando, Florida
06.26.2017Leonardo M. Dosoretz Elected to Board of Directors of Hispanic Services Council
06.01.2017Chambers USA Recognizes Shumaker Attorneys and Practice Areas
05.31.2017Unoccupied Nanna’s Coffee Shop on Freedom Drive to Become Charlotte’s First Drive-Thru-Only Coffee Shop
05.17.2017Andrew L. McIntosh Spoke to Tampa Bay Organization of Women in International Trade
04.05.2017Shumaker, Loop & Kendrick, LLP Attorneys Presented to Society of Financial Service Professionals
03.13.2017Andrew L. McIntosh Participated in USF World Affairs Conference
03.09.2017Raydal Hospitality Announces Newest Sabor Latin Street Grill Location
02.27.2017Shumaker, Loop & Kendrick Attorney Gregory C. Yadley Chair of 35th Annual Federal Securities Institute
01.09.2017Shumaker Attorneys Named Business North Carolina's 2017 "Legal Elite"
11.16.2016Shumaker Earns National and Regional Rankings from U.S. News – Best Lawyers® 2017
11.16.2016Zachary A. Cheslock Joins Shumaker, Loop & Kendrick, LLP
10.21.2016Warren P. Kean Addresses The New Partnership Audit Rules 2016 LLC Institute
10.13.2016Warren P. Kean Addresses S Corporations at the Florida Bar 2016 Fall Meeting
10.11.2016Andrea M. Ackley Joins Shumaker
10.07.2016Josh Hayes Appointed as Director and Secretary of Charlotte's ArtPop
07.19.2016Michael M. Briley Elected Chairman of Antitrust Law Section of Ohio State Bar Association
06.06.2016Shumaker Attorneys Recognized as Leading Lawyers in Chambers USA
03.31.2016Shumaker, Loop & Kendrick Attorney Gregory C. Yadley Moderator at Business of Biotech Conference
03.17.2016Shumaker Attorney Represents Cigar City Brewing in Acquisition
02.18.2016Gregory C. Yadley Reappointed to SEC Advisory Committee
02.01.2016Shumaker, Loop & Kendrick Attorney Handles Acquisition of Drug Developer Xcelience
01.28.2016Shumaker, Loop & Kendrick, LLP Attorneys Recognized as 2016 North Carolina Super Lawyers® and North Carolina Rising Stars
01.22.2016Shumaker, Loop & Kendrick, LLP Attorneys Named Business North Carolina's 2016 Legal Elite
12.23.2015Shumaker, Loop & Kendrick, LLP Attorney Handles Brew Bus Acquisition of Florida Avenue Brewing Company
12.05.2015Shumaker, Loop & Kendrick, LLP Attorney Gregory C. Yadley Named Best Lawyers in America 2016 Lawyer of the Year
11.12.2015Shumaker Earns “Best Law Firm” Rankings from U.S. News – Best Lawyers® 2016
11.11.2015Tyler H. Gordon Joins Shumaker, Loop & Kendrick, LLP
06.23.2015Erin M. McKenney and Leonardo M. Dosoretz Graduate Tampa Connection
06.11.2015Michael H. Robbins Named General Counsel of the Florida Holocaust Museum
05.27.2015Chambers USA Recognizes Shumaker Attorneys and Practices
03.04.2015Shumaker, Loop & Kendrick, LLP Attorneys Spoke to University of South Florida Physicians
02.17.2015Shumaker, Loop & Kendrick Attorney Gregory C. Yadley Principal Chair of 33rd Annual Federal Securities Institute
01.27.2015Julio C. Esquivel Named First Hispanic Managing Partner at Shumaker, Loop & Kendrick, LLP
01.22.2015Andrew L. McIntosh to Speak at Country Market Brief: Canada
11.17.2014Rebecca S. House Joins Shumaker, Loop & Kendrick, LLP
11.11.2014Shumaker, Loop & Kendrick Attorney Gregory C. Yadley Reappointed to SEC Advisory Committee
11.03.2014Shumaker, Loop & Kendrick, LLP Receives Metropolitan First-Tier Rankings in U.S. News – Best Lawyers® “Best Law Firms” for 2015
10.30.2014Shumaker Attorneys Panelists at Florida Venture Forum Bootcamp
10.22.2014Richard Q. Lewis, III Named Chair of Business Law Section of the Sarasota County Bar Association
10.22.2014Richard Q. Lewis, III Named to Sarasota Memorial Healthcare Foundation Audit Committee
09.25.2014Gregory C. Yadley Acknowledged by American Bar Association for His Service
09.02.2014Shumaker Launches Law Blog to Highlight Social Media Developments
08.21.2014Shumaker, Loop & Kendrick, LLP Lawyers Named Best Lawyers® 2015 “Lawyer of the Year”
07.07.2014Shumaker, Loop & Kendrick, LLP Attorneys Named Florida Trend's Florida Legal Elite
06.12.2014Warren P. Kean Joins Shumaker, Loop & Kendrick, LLP
05.29.2014Shumaker Attorneys Recognized as Leading Lawyers in Chambers USA
05.28.2014Christina C. Nethero and H.S. "Brad" deBeaubien Graduate Tampa Connection
04.23.2014Shumaker, Loop & Kendrick Attorney Gregory C. Yadley Presents at American Bar Association Spring Meeting in Los Angeles
01.14.2014Two Non-Profits, Attorneys, Students and Entrepreneurs Partner to Clean Up Tampa Bay
12.03.2013Sarasota Attorney Leaves His Mark on Florida Business Law
11.22.2013Tampa Attorney Announces Formation of Bi-National Tampa/Canada Chamber of Commerce
11.18.2013Tampa Attorney Paves the Way for Small Business Investing and Crowdfunding
11.06.2013Shumaker, Loop & Kendrick, LLP Receives Metropolitan First-Tier Rankings in U.S. News – Best Lawyers® “Best Law Firms” for 2014
10.21.2013Leonardo M. Dosoretz Joins Shumaker, Loop & Kendrick, LLP
08.15.2013Shumaker, Loop & Kendrick, LLP Lawyers Named Best Lawyers' 2014 “Lawyers of the Year”
08.13.2013Michael H. Robbins Appointed Vice-Chair of Corporations, Securities and Financial Services Committee of the Business Law Section of The Florida Bar
07.29.2013Andrew L. McIntosh Joins Shumaker, Loop & Kendrick, LLP
06.27.2013Shumaker, Loop & Kendrick, LLP Attorneys Named Florida Trend's Florida Legal Elite and Up & Comers
05.30.2013Julio C. Esquivel Elected to Board of Directors of the Gasparilla Music Festival
05.29.2013Shumaker Recognized in Chambers USA
05.28.2013Steven S. Grieco Graduates From Leadership Tampa
11.05.2012Shumaker, Loop & Kendrick, LLP Ranked Among “Best Law Firms” in U.S. News Media Group and Best Lawyers® Guide
09.13.2012Shumaker, Loop & Kendrick, LLP Lawyers Named Best Lawyers' 2013 “Lawyers of the Year”
06.15.2012Shumaker Recognized in Chambers USA
06.13.2012Gregory C. Yadley Named a Top 100 Florida Super Lawyer
09.19.2011Barbara Gallé Rivas and Austin K. Irving Join Shumaker, Loop & Kendrick, LLP
11.02.2010Shumaker, Loop & Kendrick, LLP Attorneys Named 2011 Lawyers of the Year by Best Lawyers
09.27.2010Shumaker, Loop & Kendrick, LLP Receives First Tier Rankings in U.S. News Media Group and Best Lawyers 2010 “Best Law Firms” Inaugural List
09.16.2010Peter E. Krebs Joins Shumaker, Loop & Kendrick, LLP
05.06.2010Shumaker, Loop & Kendrick, LLP Attorneys Named “Leaders in their Field” by Chambers USA

Publications

09.04.2018"Small Captive Insurance Program Exit Planning"
05.25.2018Client Alert: The European Union’s General Data Protection Regulation Becomes Effective
03.15.2018"Captive Insurance Deskbook for the Business Lawyer". Chicago, Ill.: ABA Section of Business Law, 2018, Editor & Contributor
01.15.2018Client Alert: AT & T - Time Warner Merger Challenge Might Signal Policy Change on Vertical Mergers
12.01.2017"New Partnership Audit Regime: Opt-Out, Push-Out, or Pay-Up?"
09.20.2017Client Alert: FTC Gives Guidance in Slaying the Data Breach Dragon
08.22.2017Client Alert: North Carolina Court of Appeals Issues Important Opinion on Commercial Lease Guaranties
08.21.2017"What to Know and Do About the New Partnership Audit Rules Now," Tax Notes (July 2017)
07.26.2017"Privacy Compliance Driven by the European Union"
04.11.2017Client Alert: Changes Brewing? How North Carolina's ABC Omnibus Legislation (House Bill 500) Would Affect Your Business
01.20.2017Client Alert: New Revenue Procedure 2017-13 Provides Clarification of Safe Harbors for Management Contracts of Tax-Exempt Financed Facilities
01.12.2017Client Alert: Issue Price Regulations
09.30.2016"Co-ops:  Sharing for Success," Eric Britton Quoted in Columbus CEO
09.06.2016Update to August 24th Safe Harbors Client Alert - NEW TRANSITION PERIOD
08.24.2016Client Alert: New Safe Harbors for Management Contracts of Tax-Exempt Financed Facilities
06.29.2016"Enforcing Transparency in the Supply Chain"
06.29.2016"The Ubiquitous Most Favored Nations Clause: Old Wine in New Bottles"
06.29.2016"New Life for Intrastate Offerings and More Capital for Small Businesses"
06.29.2016"Recent Legislation will Require Changes to Most Partnership and Operating Agreements"
06.29.2016"New Tax Law Allows Some to Avoid Paying Tax on the Sale of their Business"
06.29.2016"False Claims Act Penalties"
06.17.2016"Owner Perspective:  Key Employee Incentives—Perhaps a Phantom Approach?"  Greater Charlotte Biz magazine, April/May 2016
March/April 2016"Encouraging Investment in Small Businesses:  Tax Law Allows Avoidance of Tax on the Sale of a Business," Greater Charotte Biz magazine, March/April 2016
02.04.2016"New Life for Intrastate Offerings and More Capital for Small Businesses," Presentation, 34th Annual Federal Securities Institute, Miami, Florida
06.16.2014"Letter of Intent: Gateway to a Deal"
04.30.2014"Key Points of the New Florida LLC Act"
March 2014"Florida's New Revised LLC Act, Part IV"
January 2014"Florida's New Revised LLC Act, Part III"
November 2013"Florida's New Revised LLC Act, Part II"
September/October 2013"Florida's New Revised LLC Act, Part I"
06.2013Co-Author, “Corporate Name,” Florida Corporate Practice, Seventh Edition
06.2013Co-Author, “Appraisal Rights,” Florida Corporate Practice, Seventh Edition
05.20.2013"Florida Adopts New LLC Act News Alert"
02.01.2012"Interesting North Carolina Business Law Changes for 2012," Shumaker, Loop & Kendrick, LLP Dividends Newsletter
12.01.2011"L3Cs: New Kid on the Company Block," Shumaker, Loop & Kendrick, LLP Dividends Newsletter
07.27.2011"If You Pay For A Work To Be Developed, Do You Own The Copyright?"
03.01.2011"That's Not Me: Trademark Identity Theft," Shumaker, Loop & Kendrick, LLP Dividends Newsletter

Newsletters

Events and Presentations

04.19.2018"Your Business - The Next Generation - Preparing Your Company for an Exit Event"
04.14.2018"The Basics of Private Equity Fund Formation," American Bar Association, Business Law Section, Spring Meeting, Orlando, Florida
02.15.2017USF St. Petersburg World Affairs Conference
02.04.2016"Partnership Creation And Care With No Regrets,” joint webinar with Grant Thornton (February 2015)
11.13.2015"S-Corporation LLCs," American Bar Association, 2015 LLC Institute (November 2015)
03.10.2011"The Big Squeeze: Small Business Financing during the Great Recession"
2011Presenter, "The Business Owner's Pathway™ to Maximizing and Preserving Your Business and Personal Wealth," a Four Part Series, Charlotte Chamber of Commerce
2011Presenter, "The Business Owner's Pathway™ to Maximizing and Preserving Your Business and Personal Wealth," a Four Part Series, Wake Forest Family Business Center
2010Presenter, "The Business Owner's Pathway™ to Maximizing and Preserving Your Business and Personal Wealth," a Four Part Series, Elon University Love School of Business
2010Presenter, "A Brief Conversation with Business Owners," Hood Hargett Breakfast Club


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