Since 1974 through June of 2018 my entire legal practice was with larger regional and national law firms, except between 2014 and 2018 in which I had my own boutique legal practice. My practice consisted of areas of corporate finance, securities, partnership and corporate taxation, private company M&A (acquisitions of private companies and divisions), partnership and operating agreements, private equity, venture capital, Regulation D offerings (mostly 506 offerings), strategic alliances and joint ventures, and in many instances acting as outside counsel to companies and their board of directors. From 2018-2020, I owned a consulting firm advising clients business/financial transactions and investments. In 2021, I reactivated my law licenses in Arizona and Kansas.
I have started and have been the managing partner of two regional offices in major law firms, a senior finance partner in another regional office and have focused on the economics, budgeting, management, risk management, quality control, business planning and client development in these regional offices. In particular I have focused on the “buy it” or “build it” models for these offices. I recognize that every firm has a unique and distinct business model and “culture” and will work within these parameters to provide these services.
Advising businesses on finance is a very different world from what it was just a few years ago. Operating a business is no easy task. Competition is intense and businesses must adapt to new laws and new cultures as globalization spurs them to expand domestically and internationally. Today finance advice must look at the whole of the organization and due diligence, not just legal advice. It will impact on accounting of course, bank loans, but also the ability to obtain equity financing if necessary, and to properly structure your company to obtain financing. I will provide advice to firms regarding firm strategy and due diligence. Examples include compliance with laws, succession planning, nondisclosure agreements, proper accounting procedures and standards, patient/trademark protection, compliance with benefits plans (perhaps most overlooked aspect of finance), employment practices (huge issues), pro formas, business plans and proper business structure. If you want to sell part of your company either through a sale or offering, how do you price it and what kind of securities should you sell? If you want to sell all of your company, how do you price it and how do you structure your company for maximum value? What sort of due diligence and clean up do you need to sell or finance your company? What kind of business plan do you need and what type of projections and pro formas should you prepare and deliver to the other side? What professionals should you hire?
My performance is based on providing quality and timely services to my clients. Please refer to the attachments relating to my culture, resume, services which I have provided and contact information. I appreciate your business.
Bob Keim
Neither the information provided on this website nor transmissions between you and my firm through this website are intended to provide legal or other advice.