David J. "Dave" Roettgers - Lawyer in Milwaukee, WI

Dave Roettgers is a Shareholder focusing his practice on the purchase and sale of businesses, taxation, corporate finance and business law. He is a Certified Public Accountant and uses his prior experience at Arthur Andersen LLP where he provided tax planning and business advice for individual and business clients.

Representative Matters and Experience

• Representation of families and owners in all types of business planning including the transition of the business to the next generation, financing, and restructuring.
• Business sales/purchase transactions of all types and sizes, loan agreements, distributor agreements, sales representative agreements, non-compete, joint ventures and employment agreements.
• Represented a management teams purchase of a division of a public company.
• Representation of an ownership group in a partial sale of a $200 million enterprise value company to a private equity firm.
• Sale of a division of a business that supports heavy manufacturing and a related entity owning real estate. The purchase price was approximately $30 million.
• Structured joint venture with a partner in Mexico, including ownership and manufacturing agreements.
• Representation of a master limited partnership in the role-up of several partnerships to a single entity.
• Structuring limited liability company partnership tax structures.
• Evaluation and planning of a transaction to minimize tax effects of debt relief at both the corporate and individual levels.
• Designed business structures to maximize tax benefits and legal protection for multi-state businesses.
• Tax planning with respect to the purchase and sale of partnership interests and the overall effects on the potential partnership tax dissolution rules.