A firm shareholder, John counsels buyers and sellers on effectively structuring and documenting transactions involving business combinations, purchases and sales, and financing. John has earned his clients’ trust as a business advisor because he approaches their legal issues with a nuanced understanding of a business owner’s objectives and a comprehensive knowledge of financing sources and techniques a complex transaction demands. John leads the firm’s Multi-Unit Succession ...

Brad represents and advises businesses, business owners and financial institutions in a broad range of transactions including mergers and acquisitions, divestures, capital structuring, financing and real estate leasing and sales. While Brad’s work has ranged across industries such as manufacturing, oil & gas, construction, professional services and real estate development, he has been particularly active in the multi-unit franchise industry, working with franchisees, investors and l...

A shareholder at Monroe Moxness Berg, Rick represents and advises businesses, business owners and financial institutions. In addition to acting as general corporate counsel, Rick regularly assists clients in the negotiation and completion of business transactions including: Acquisitions Divestitures Equity investments Financing transactions General corporate Business controversies Entity formation Joint ventures For clients in need of business, tax and finance counsel, Rick has more than 20 y...

A shareholder at Monroe Moxness Berg PA, Scott represents individuals and closely held businesses in the areas of estate planning, succession planning and wealth preservation including: Wills and trusts Retirement planning Asset protection planning Business succession Employee incentive programs Exit planning He also assists clients with tax planning, general corporate law, and tax controversy resolution. A leader in the firm’s Multi-Unit Succession and Transition (MUST®) group, Sco...

Co-founder and chairman of Monroe Moxness Berg PA, Dennis is a pioneer in corporate financing with a broad network of finance contacts and clients. He assists businesses, from emerging companies to multi-national firms, by providing creative ideas, identifying unique financing sources, and developing the financial tools necessary for their growth and development. His focus is on multi-unit acquisitions. Extensive experience enables Dennis to evaluate and manage the most complex and sophistica...

Chris Mumm is a business lawyer and a deal maker. He has deep experience with challenging business issues and represents clients especially with respect to mergers and acquisitions, capital structuring, deal management, corporate financing transactions (including private placements) and employment law matters. Chris’s experience includes a wide range of transactional matters, from single-location acquisitions to large, multi-unit, multi-jurisdictional transactions. During his time with ...

Rachel is passionate about providing high-quality legal services to clients and advancing the field of finance and real estate law. In her work in the areas of commercial real estate and finance, Rachel assists lenders, developers, and investors in complex transactions involving various types of properties and financing structures. Rachel also has significant experience in other aspects of real estate transactions, including leasing, acquisitions and dispositions of real estate. Representativ...

Joshua is a shareholder in the firm’s Business Law and M&A practice groups and the leader of the firm’s trademark practice. He works with clients to articulate and implement frameworks for addressing novel business issues, managing intellectual property portfolios, and coordinating complex business transactions. He also provides strategic guidance on licensing and business structures, trademark usage and clearance, and franchise agreement and FDD negotiations and review. Joshu...