Sentry Hill Legal works with you each step of the way.

Mergers & Acquisitions

Whether you are exploring the sale of your business or are looking to grow through a merger, acquisition or strategic joint venture, each potential transaction should be specifically tailored to your needs. At Sentry Hill Legal, we will work with you to evaluate your options whether they relate to a sale or purchase of stock, assets or a combination of both. Sentry Hill Legal can also guide you to evaluate and maximize strategic and operational synergies relating to domestic (U.S.) or international transactions.

  • Due Diligence and Deal Structuring

    Investigations to identify legal, financial, and operational risks and liabilities. And determining the best legal structure for the deal to achieve your strategic and financial goals. 

  • Negotiations

    Negotiating and drafting the terms of the merger or acquisition agreement, including the purchase price, payment structure, and post-closing obligations. 

  • From Contract Drafting to Closing

    We ensure all legal requirements are met, necessary documents are signed, and funds are transferred to close the transaction.

Taxation

Sentry HIll Legal provides a range of tax services to individuals (U.S., expatriates, and foreign nationals), businesses, and non-profit organizations. These services include: tax planning, tax consulting, tax compliance, tax litigation, and international tax planning. Sentry Hill Legal's areas of focus include:

  • Tax Planning and Consulting

    Designing business plans, negotiating agreements, structuring transactions, and advising on end-of-year planning to maximize tax benefits and minimize the tax impacts on your business and you personally.

  • Tax Compliance and Litigation

    Partnering with your accountant and bookkeeper to organize and perform end-of-year financial reporting and tax compliance. And assisting with foreign bank account and foreign financial reporting (FATCA and FBAR).

  • International Tax and Deal Structuring

    Advising clients on minimizing cross-border tax liabilities, optimizing global deal structures, and mitigating multi-jurisdictional compliance risks. This spans pre-deal structuring, in-depth target due diligence, contract negotiations, and post-transaction integration.

Family Office Planning

As business advisor and general counsel to families and their family offices, Sentry Hill Legal will work with you to structure a family office for the current generation and beyond. And whether it is a virtual office or brick and mortar space, we will work with you to determine operational strategies, investment policies, family constitutions, and coordination of fiduciaries. As well as align benefits to beneficiaries and minimize potential conflicts. Sentry Hill Legal has served family offices through some of the following projects: 

  • Formation and Optmization

    Forming and maintaining family office holding company and various subsidiaries that will hold diverse operating and passive assets, and oversee optimization of family business operating model.

  • Family Office Advising

    Advising on family structure, tax planning and risk exposure into private equity, hedge fund and venture capital investments (e.g., Cayman Island and US Domestic Feeder Fund investment).

  • Intellectual Property

    Acquisition and maintenance of Intellectual Property (“IP”). And structure of property such as art collection to utilize value of art as collateral for U.S. and non-U.S. investments.

Family Office Scenarios

Structuring family acquisition, operation and resale of private jets and yachts for personal and business use (e.g., represented high-net-worth individual in financing and operating 26.9 million euros purchase of a Dassault Falcon aircraft).

Created a single family office with US$1.6B in AUM to invest program-related investments of private foundation into direct equity, loan and credit facilities, and volume guarantees into private and publicly traded companies.

Fractional CFO Services

Sentry Hill Legal provides Fractional CFO Services for companies that need seasoned financial leadership to guide strategy, manage growth, and improve financial performance. Acting as a senior member of your management team, we bring structure and discipline to your financial operations while helping you plan and execute for the future.

We assist with financial strategy and forecasting, capital planning, investor and lender relations, and performance management to help your business make informed decisions and achieve its long-term goals.

  • CFO Services Worldwide

    Providing CFO services in 22 countries, including the United States, France, the United Kingdom, Argentina, Canada, and Spain.

  • Working with Businesses Big and Small

    Our team has worked with organizations from Fortune 100 companies to start-ups across multiple industries.

You have a great idea for a product or service that fills a gap in the market. Now what? You need to define your product or idea, secure financing, hire talent, and focus on selling your products and services. Sentry Hill Legal takes the time to understand your goals and the needs of your business to create a custom solution. Providing a roadmap and a system for managing growth, which boosts efficiency, strategic alignment, and financial health. 

Start-ups & Enterprise Planning

  • Developing a Strategic Business Plan

    Strategic planning is what we are all about, and we will work with your team to define a strategic goal, and help create and implement the necessary tactical steps to achieve those goals.

  • Financial Management

    We are legal advisors with a strong background in finance and capital management. Whether you are pressure testing proforma modeling, conducting financial due diligence or CAPEX vs OPEX assessments, we have the experience and expertise to work closely at your side.

  • Managing Contracts

    Sentry Hill Legal's Contract Management practice helps enterprise clients take control of the entire contract lifecycle — domestic and cross-border — from initial drafting and negotiation through execution, compliance monitoring, and renewal.

Outside General Counsel

Sentry Hill Legal can act as the primary legal advisor for your company, handling tasks that an in-house general counsel (GC) would typically manage. We bring our unique perspective from having owned and managed businesses to the advice and solutions that we will develop and implement with you. Our team wants to understand your business and help you improve operational efficiency with a focus on identifying business and legal exposure, so that you can proactively minimize risk rather than simply reacting to problems. You don’t have to be facing a lawsuit to benefit from the advice of an attorney. Deciding whether to hire employees vs. contractors, purchase real estate or lease it, and how to secure access to capital — many decisions have both short-term and long-term implications for your business. Sentry Hill Legal can help you assess options before moving forward.

Your next big move deserves the right legal and business partner.