Tim Fitzgerald provides creative solutions to his clients. Whether he's helping them solve problems, structure transactions, or plan for the future, his clients rely on his transparent and open communication and deep understanding of their business for guidance and insight to meet strategic and financial objectives and move their deals forward.
He guides closely-held and middle-market businesses, business owners, investors, and others through a broad range of transactional activity, including mergers, acquisitions, divestitures, and other business reorganizations. A Certified Public Accountant (CPA) who's equally comfortable reading a balance sheet as his a purchase agreement, Tim helps his clients navigate a steady flow of day-to-day "running the business" issues: contractual matters, employment issues, tax solutions, and other considerations.
And he works closely with his business clients to identify and respond to ownership issues, develop and implement succession plans, and wrap personal estate planning into business objectives.
In particular, Tim helps startups get off the ground: he advises them on the type and structure of the entity they form, he helps them raise capital through private placements and SEC-regulated securities offerings, and he drafts and negotiates the contracts they need to operate their businesses. He regularly works with entrepreneurs to organize and grow socially-conscious entities, public benefit corporations, and other innovative businesses.
He assists banks and financial institutions to successfully structure and execute complex commercial lending transactions and document financing transactions, loan forbearances, and loan modifications.