Our Practice Areas
Focused capabilities built on substantial legal and business experience — from embedded general counsel engagements to complex corporate, financing, tax, and estate work.
Business Advisory & Outside General Counsel
What It Is
Strategic legal counsel embedded in your business — the judgment of a seasoned general counsel, without the cost of a full-time hire. We learn your operations, anticipate issues, and handle the day-to-day legal work that keeps a business running: contracts, corporate governance, vendor and customer agreements, disputes, and the myriad questions that arise as companies grow.
Two Ways to Engage
Outside General Counsel (as-needed): We stand by as your go-to legal resource and engage on matters as they arise — contracts, board questions, disputes, transactions — without a fixed monthly commitment.
Fractional General Counsel (embedded, set hours): A dedicated monthly allocation of hours, recurring meetings with your leadership, and deeper integration into your operations. Ideal for companies that need a consistent legal partner at a predictable level of support.
What’s Included
- Contract drafting, review, and negotiation (customer, vendor, services, licensing, NDA, distribution)
- Corporate governance and board advisory
- Commercial contract playbooks and template programs
- Vendor, customer, and partner agreements
- Employment and workforce guidance
- Regulatory and compliance coordination
- Risk identification and mitigation strategy
- Priority access to founding partners
The Benefit
Experienced general counsel, scaled to your business
M&A & Corporate Finance
What It Is
Full-cycle corporate and transactional support, from entity formation and governance through mergers, acquisitions, divestitures, and the debt and equity financings that fund growth. We bring experience from sophisticated deal practice to early-stage, founder-led, and middle-market clients — so you get the same rigor without the big-firm bill.
Who It’s For
Founders, operators, family businesses, private investors, and growth-stage companies pursuing acquisitions, sales, joint ventures, restructurings, equity raises, credit facilities, or new capital arrangements.
What’s Included
- Mergers, acquisitions, and divestitures
- Joint ventures and strategic partnerships
- Entity formation, governance, and equity structuring
- Shareholder, operating, and partnership agreements
- Private equity and venture capital rounds
- Convertible notes and SAFE financings
- Term loans, revolvers, and credit facilities
- Due diligence and deal execution
- Corporate reorganizations and restructurings
The Benefit
Big-firm deal rigor, boutique-firm cost and attention
Real Estate, Construction & Project Finance
What It Is
Full-lifecycle counsel on real estate acquisitions and development, the construction contracts that build what our clients own, and the project-level financings that fund major assets and infrastructure — whether the work is a single commercial property, a ground-up development with GMP construction contracts, or a complex limited-recourse financing for a capital-intensive project.
Who It’s For
Owners, developers, sponsors, and investors working on commercial real estate transactions, construction projects, and infrastructure or energy financings — plus lenders and capital providers needing counsel on real estate–secured loans, construction lending, and project-level credit.
What’s Included
- Commercial real estate acquisitions and dispositions
- Purchase and sale agreements, earnest money contracts
- Commercial leasing (office, retail, industrial, ground leases, build-to-suit)
- Owner-side construction contracts (AIA, design-build, EPC, GMP)
- Mechanic’s lien, payment bond, and lien waiver matters
- Project-level credit agreements and loan documentation
- Secured lending and collateral packages
- Intercreditor and subordination arrangements
- Offtake, supply, and operation-and-maintenance contracts
The Benefit
From land to build to capital — one team, start to finish
Tax Advisory
What It Is
Proactive tax planning and representation for businesses and individuals. We structure deals, plan transactions, and position wealth in ways that minimize exposure and maximize retention — and we represent clients when disputes with taxing authorities arise. Our approach to tax strategy is as entrepreneurial as our clients’ businesses.
Who It’s For
Business owners seeking tax efficiency, high-net-worth individuals building generational wealth, and entrepreneurs managing multiple revenue streams. If taxes feel like a burden rather than a strategic lever, we can help.
What’s Included
- Entity structuring and optimization
- Tax-efficient deal structures
- State, federal, and multi-state compliance strategies
- IRS dispute resolution and representation
- International and cross-border tax planning
- Pass-through entity taxation planning
- Alternative minimum tax and AMT strategies
The Benefit
Minimize tax exposure, maximize wealth retention
Estate Planning
What It Is
Comprehensive wealth protection and succession planning. Estate planning isn’t just about wills — it’s about ensuring your legacy, protecting your assets, and providing clarity for your family and your business. We help you transfer what you’ve built with intention and control.
Who It’s For
High-net-worth individuals, family business owners, and entrepreneurs planning transitions. Whether you’re focused on succession planning, family governance, or asset protection, our estate planning serves your long-term vision.
What’s Included
- Wills, trusts, and comprehensive estate documents
- Asset protection strategies
- Charitable giving and philanthropic planning
- Business succession planning
- Powers of attorney and healthcare directives
- Family governance and communication
- Trust administration and ongoing management
The Benefit
Protect what you’ve built for the next generation
Why Choose Fulcrum
Substantial Experience
Our founders bring deep experience in both law and business, including corporate and finance practice at leading global firms and decades of tax and estate work.
Lean Boutique Structure
A small, focused team with low overhead and no hand-offs to junior attorneys. Combined with our AI-powered workflows, every hour you pay for is experienced legal judgment — not routine work billed at associate rates.
AI-Powered Efficiency
We leverage modern AI tools to handle the routine drafting, review, and research work that junior associates typically perform at larger firms. The result: lower cost and faster turnaround, while our experienced attorneys focus on legal judgment, strategy, and counsel — the work that provides the highest value to clients.
Senior Attention
Every engagement is led by a partner. You work directly with the senior attorney making decisions on your matter — no handoffs, no layers, no surprise bills from staff you never met.
Ready to Partner With Your Legal Team?
Let’s discuss your legal needs and how Fulcrum can support your business and personal goals.