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AEGIS Case Studies

Case Study: Deadlock Provisions in Corporate Governance Documents | Lori DaCosse

By Lori DaCosse (bio) Problem: Two clients are engaging in a new business enterprise: both are providing capital and substantive know-how.  The principals desire to form a limited liability company where each client has a [...]

By |September 6th, 2016|Categories: AEGIS Case Studies, AEGIS News|0 Comments

Case Study:  Raising the Minimum Wage | Sheldon Korlin, JD

By Sheldon Korlin, JD (bio) Problem:  Mid-sized manufacturing company has 65 employees.  They manufacture metal and plastic casings and assemble the final products after purchasing parts for the machine from other suppliers and raw materials for [...]

By |July 22nd, 2016|Categories: AEGIS Case Studies|0 Comments

Case Study:  Commercial Leases and Termination Clauses | Lori DaCosse, JD

By Lori DaCosse, JD (bio) Problem:  A successful regional business (“Tenant”) executed a commercial office lease for Class A office space that contained a termination provision upon the Tenant occupying the real estate for a [...]

By |July 22nd, 2016|Categories: AEGIS Case Studies|0 Comments

Case Study: The Importance of a Survey in a Real Estate Deal | Lori DaCosse, JD

By Lori DaCosse, JD (bio) Problem: A successful East coast professor retired from his profession and determined to move to the Midwest near to where his brother had moved after college. As part of this [...]

By |July 5th, 2016|Categories: AEGIS Case Studies|0 Comments

Case Study: “Transition of a Family Business” | Bill Higley

Problem: Clients are husband and wife and own a Dancing studio and retail store that sells related accessories, clothing and shoes.  It serves approximately 1800 students and customers per week from ages four to adult.  [...]

By |February 7th, 2016|Categories: AEGIS Case Studies|0 Comments

Case Study: Solving The Early Stage Valuation Dilemna | Scott Levine

Problem: Early-stage client company is conducting a private placement offering of its securities.  A legitimate investor is willing to subscribe, but questions our client’s valuation.  Because client does not yet have revenue, and because the operations [...]

By |February 1st, 2016|Categories: AEGIS Case Studies|0 Comments

Case Study: Family Business Decisions | Robert Gold

Problem: Client’s niece had moved from Texas to St. Louis to live.  When niece was a young child (she is now 19), she was in a car accident and suffered a severe head injury.  As [...]

By |January 25th, 2016|Categories: AEGIS Case Studies|0 Comments

Case Study: Retaining Subcontractors | Nick Schopp

Problem: A contractor was hired by a large retailer to perform work in one of its stores. The contractor hired a subcontractor to perform a portion of the work: cutting a concrete floor to expose [...]

By |January 25th, 2016|Categories: AEGIS Case Studies|0 Comments

Case Study: It’s a Family Affair | by Michael Kime

Michael Kime, JD email | bio One of the curses of being a deal attorney and really liking what you do is that sometimes it is hard to turn off the transactional mind.  In the [...]

By |January 25th, 2016|Categories: AEGIS Case Studies|0 Comments

Case Study: Jury or No Jury? | Mike Godsy

Certain cases must be tried to a judge without a jury, but a defendant has a constitutional right (usually!) to a jury trial. It’s not always the right choice, however, depending on (a) the nature [...]

By |January 25th, 2016|Categories: AEGIS Case Studies|0 Comments

Case Study: Using L3Cs to Meet For-profit and Non-profit Corporate Objectives | Robert Gold

Problem: A father with a teen-age son was in a quandary.  Son, recently rendered disabled as a result of a central nervous system virus, needed funds to pay for his rehabilitation and ongoing medical care. [...]

By |January 25th, 2016|Categories: AEGIS Case Studies|0 Comments

Case Study: Estate Planning – When is the Right Time? | Joel Green

Problem: For most families, “estate planning” is often a difficult undertaking.  This stems from the notion that planning for the transfer of assets from one generation to the next must include a discussion about illness, [...]

By |January 5th, 2016|Categories: AEGIS Case Studies|0 Comments

Case Study: Comparative Advertising Claims

Problem: Proposed package copy for a consumer product contains a claim that the product’s performance is the fastest in its class. When asked to provide support for the claim, the brand manager states that the [...]

By |December 25th, 2015|Categories: AEGIS Case Studies|0 Comments

Case Study: Running a Contest or Sweepstakes

Problem:  A retailer offered a Facebook sweepstakes to drive traffic to its Facebook page with the chance to win a prize valued at $19.95.  The retailer believed that, for such an insignificant prize and because [...]

By |November 25th, 2015|Categories: AEGIS Case Studies|0 Comments

Case Study: Construction Lien Pitfalls

Problem: A subcontractor signed an agreement with a general contractor in connection construction of a commercial building for a national retailer. The subcontractor’s portion of the work consisted of installing most of the equipment in [...]

By |September 1st, 2015|Categories: AEGIS Case Studies|0 Comments

Case Study: Friendships Can Only Be Taken So Far

Problem: Two childhood friends start a business.  Over the course of five years, the business has grown but the revenue has plateaued.  Overhead and revenue have increased each year;  but, not in step with the [...]

By |August 25th, 2015|Categories: AEGIS Case Studies|0 Comments