Owner-Managed and Closely Held Businesses

Closely held and owner-operated businesses in the middle market often face a common dilemma: They are large enough to need sophisticated counsel, yet the range and nature of legal and business issues makes a full in-house legal team impractical. We have the experience and know-how to provide effective and efficient counsel to these companies.

Ballard Spahr’s Owner-Managed and Closely Held Businesses Team is designed to serve clients in this unique market position, as outside general counsel or in conjunction with in-house legal staff. We are experienced in partnering with clients across industries to address business challenges with insight and perspective that complements organizations’ executive, management, and legal teams. 

We view our services as an investment in building and maintaining value for our clients. We start by listening. Our attorneys coordinate with business owners and their executive teams and get a full understanding of their goals for the company and their respective ownership interests, so we can provide proactive and strategic guidance. We make legal services management easy and efficient by integrating document processing and unifying procedures. We help growing companies meet expanding legal needs efficiently and support homegrown enterprises in acquisitions as new business ventures, as well as positioning for acquisition, public offering, or business succession.

Our integrated approach centers on providing our clients with a multidisciplinary team. Each team includes the right blend of lawyers to handle intellectual property, real estate, labor and employment, litigation, risk management, transactions, and ownership succession. We continuously monitor developments and keep business owners up-to-date through regularly scheduled meetings and integrated updates using our digital platforms. Ongoing assessment and refinement are key to our approach.