About David
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 ExperienceRepresentation 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 team’s 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.
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