Practice Areas · Business

Clear, Comprehensive Legal Support for Businesses

Start, grow, protect, and sell your business with a legal partner who speaks your language.

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What We Do

Our Comprehensive Business Legal Services

SMT supports businesses in Sonoma County, the Bay Area and beyond with a complete range of legal services.

Entity Formation & Corporate Structure

Start smart, stay protected.

  • Choice of Entity (Corporations, LLCs, etc.)
  • Choice of Jurisdiction (California, Delaware, etc.)
  • Buy-Sell Agreement (Operating Agreements, Shareholders Agreements, etc.)

Equity Compensation & Incentivizing Talent

Attract talent with confidence.

  • Stock Options, Stock Grants & Profits Interests
  • Restricted Stock Units (RSUs) & Restricted Stock Purchase Agreements
  • Phantom Stock & Stock Appreciation Rights (Sars)
  • Equity Incentive Plans, Bonus Plans & Executive Compensation

Financings & Private Placements

Fuel growth with private capital.

  • Convertible Notes & SAFEs
  • Venture Capital (VC) & Private Equity (PE) Financings
  • Debt & Equity Private Placements
  • Federal & State Securities Law Compliance

Commercial Financings & Institutional Lending

Manage growth with institutional capital.

  • Taxable & Tax-Exempt Loans
  • Asset-Based & Cash Flow Loans
  • Commercial & Special-Purpose Loans
  • Secured Transactions

Contracts & Commercial Transactions

Clear contracts, fewer risks.

  • Vendor & Supplier Agreements
  • Service & Co-Packing Agreements
  • Distribution & Licensing Agreements
  • Grape Purchase Agreements & Custom Crush Agreements

Governance & General Business Counsel

Practical, ongoing guidance for day-to-day business operations.

  • Board & Manager Elections, Resolutions, Disputes
  • Shareholder & Member Elections, Resolutions, Disputes
  • Stakeholder Information & Inspection Rights
  • Business Disputes & Risk Management

Alcohol Beverage Control (ABC) & Beverage Industry Law

Manage critical compliance.

  • Licensing & Permitting
  • Distribution & Production Agreements
  • Tied House Rules

Nonprofits Formation & Counsel

Support nonprofit missions with clear, compliance and governance guidance.

  • Nonprofit & Tax-Exempt Organization Formations
  • Board Guidance & Training
  • Compliance & Counsel for Nonprofits

Business Succession & Exit Planning

Plan and execute your exit.

  • Ownership Transfers & Management Buyouts
  • Family Succession & Estate Implications
  • Reorganizations & Recapitalizations

Mergers & Acquisitions (M&A)

Buy or sell your business.

  • Business Purchases & Sales
  • Mergers, Asset & Stock Transactions
  • Due Diligence
  • Non-competition & Non-solicitation Agreements
The SMT Difference

Why SMT

01

Business-First Approach

Your business objectives drive our legal advice.

02

Clear Communication

Sound advice, spoken in your language.

03

Beyond Local, Beyond Regional

Grounded in Northern California. Trusted wherever business happens.

04

Relationship-Driven Service

Big-firm experience. Small-firm attention.

05

High Quality, Fair Pricing

Your budget matters. So does the work.

How We Help

Facing These Common Business Legal Challenges?

You're not alone. These issues affect many businesses. SMT helps you navigate each one proactively.

  • Ensuring your contracts protect your interests
  • Understanding stock options and equity compensation
  • Resolving governance or ownership issues
  • Maintaining nonprofit compliance
  • Navigating mergers, acquisitions, or business transitions
  • Optimizing your business entity structure

SMT provides solutions that lead to:

Clear, Protective Agreements

Contracts drafted and reviewed to reduce risk and support your operational goals.

Confident Equity and Compensation Planning

Compliant, strategic guidance for stock options, equity grants, and financing decisions.

Stronger Governance and Ownership Alignment

Structures and agreements that prevent disputes and support long-term stability.

Strategic Growth and Compliance Support

Practical counsel for M&A, nonprofit operations, and business structuring.

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Talk to an Attorney Who Speaks Your Business Language

At SMT, we simplify legal complexities, ensuring your business stays protected and prepared at every stage of growth. Connect with a trusted attorney dedicated to your business's long-term success.

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