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 [...]
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 [...]
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 [...]
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 [...]
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. [...]
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 [...]
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 [...]
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 [...]
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 [...]
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 [...]
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. [...]
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, [...]
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 [...]
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 [...]
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 [...]
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 [...]