Charles B. Koerth

Charles Koerth is the go-to advisor for owners of small to medium-sized businesses who need the dealmaking and problem-solving skills of a lawyer and the tax-efficient approach of a CPA. Charles handles the entire gamut of general corporate and transactional matters that his clients may encounter during the life cycle of their businesses, including entity structuring, buying and selling companies, governance and formalities, contract negotiation and drafting, financing, private securities offerings, labor and employment issues, and tax matters. His clients span several industries, including oil and gas, commercial real estate, private equity, healthcare, professional services, wholesale distribution and grocery.

Business owners face challenges that go beyond the day-to-day management of their companies and impact their personal lives, investments and other business interests. They rely on Charles to guide them through numerous issues, including business exit strategies, succession planning, estate planning, wealth preservation, asset purchases and sales, tax planning, and a broad range of personal investment decisions. When issues arise that fall outside his practice focus, Charles collaborates with other lawyers in the firm with the right skills and experience to protect his clients and help them achieve the best result possible.