OCBJ “Law Firms Special Report” features ZR in Q&A

Beth Rautiola and Demo Zeppos were selected to provide their perspective in the Orange County Business Journal’s “Law Firms Special Report” on March 19, 2018. Per the OCBJ, “What’s been new in the legal field in the past year?  The Business Journal’s Peter Brennan asked some of Orange County’s top attorneys for their views.” READ...

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Recent engagement – $11.7 million land acquisition and construction project

Deal summary: Zeppos Rautiola’s ability to provide sound business advice and legal counsel is important in properly structuring transactions and developing effective tax minimization strategies.  This project in the Inland Empire involved a car dealership, where our client acquired the land and built the dealership.  They needed legal assistance not only in the land purchase but also with real estate financing and establishing a new business entity. How ZR helped: Our attorneys negotiated the purchase and sale, construction contract, title review, legal entity structuring for the new real estate acquisition company, and real estate...

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Recent engagement – $10+ million business acquisition

Deal summary: Zeppos Rautiola’s ability to work with investors can be critical in helping middle-market business owners to cash out of their businesses. In this recent matter, we helped the owners to not only successfully sell their business but also to settle existing real estate financing. How ZR helped: Our client was a long-time owner of a commercial dealership, which also had liability for a real estate lease. ZR brought in a business broker and through an angel fund arranged a very attractive stock purchase. ZR also was able to obtain new real estate financing, which allowed the seller to fully divest of the enterprise. The acquisition was mostly cash, allowing our client to move on to other investments and personal...

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Cecily Ginger joins Zeppos Rautiola as Associate

Cecily M. Ginger, J.D. has joined the firm as an Associate practicing in the areas of Estate Planning, Business & Corporate Transactions. Cecily Ginger began her legal career working for a reputable business law and estate planning firm where she gained valuable experience in a range of matters. She has strategized with business owners on business entity formation to maximize asset protection, and to secure favorable tax treatment of the entity. Cecily has experience drafting corporate formation documents including operating agreements, bylaws, corporate meeting minutes, and corporate resolutions.  She also counsels business owners on estate planning and asset protection strategies that dovetail with owners’ business entities and plans.  Cecily also has extensive experience drafting complete suites of estate planning documents for clients, which help to insulate clients’ assets from probate and creditors. She earned her J.D from University of San Diego School of Law, and a B.A. in Global Studies and B.A. in Spanish from the University of California, Santa Barbara. Cecily speaks Spanish....

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Recent Engagement: $10+ million commercial real estate workout

Deal Summary: The potential for commercial real estate loan default is a stark reality to many government entities and business owners. Risk factors such as low vacancy rates, imprecise valuations and negative cash flow all put a strain on owners, especially those are over-leveraged. It is this scenario that caused a multiple-property holder to engage Zeppos Rautiola recently in a $10+ million loan workout. How ZR helped: When the loan was called in a Notice of Default, ZR worked tirelessly to negotiate a deal with a new lender and to structure the deal so that our client was in a better position to manage their cash flow and make timely...

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Recent Engagement: Sale of company to a New York-headquartered, national firm

Deal summary: Zeppos Rautiola regularly helps clients in the sale of their companies, often as an exit strategy for retirement.  In this recent matter, we assisted in the sale of a retirement and benefits plan company to a New York-headquartered, national firm. How ZR helped: Our client had grown over the years through a previous merger and ownership involved in-house management as well as outside investors. Top management personnel were within 5-10 years of retirement and seeking a method to cash out of the business and generate stable retirement income.  At the same time, the acquiring firm provided a means for ongoing service of our client’s many accounts, which was critical to their succession planning. Zeppos Rautiola’s work included negotiations, due diligence and deal structuring to ensure that the transaction fully met the client’s short and long-term...

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