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Clients

Who the firm represents

The firm serves clients across Montana, including Billings, Bozeman, Missoula, Helena, Great Falls and the Flathead Valley.

Operating Businesses

Established contractors and trades, regional service companies, restaurants, hospitality businesses and other owner-operated companies need agreements for customers, suppliers, employees and commercial premises. An expansion, acquisition or sale requires changes to owner agreements, loan terms, leases and executive employment arrangements.

Business Law

Real Estate Developers & Investors

Entity and joint venture structuring, operating agreements and distribution terms, acquisitions and dispositions, leasing, 1031 exchanges, and borrower-side loan documentation for developers and individuals holding commercial and residential portfolios. Holding structures are built to work with the owner's estate plan.

Commercial real estate

Agricultural & Land Families

Entity structuring for ranch and farm operations, leases and grazing arrangements, mineral and water rights within land transactions, succession between on-ranch and off-ranch family members, and conservation easements where they fit the family's plan.

Trusts & Estates

Technology Companies

Founder and co-owner agreements, governance and ownership rights, equity and incentive compensation, commercial and licensing agreements, and private financing documentation for Montana technology companies as they grow. Ownership changes and exits are handled with the company's existing agreements in view.

Employer advisory

Professional Practices

Professional practices have owner agreements, employment arrangements, leases and commercial contracts. Healthcare-specific work involves clinician agreements, licensing, privacy and referral relationships.

Healthcare and professional practices

Families & Private Holdings

Families relocating to Montana or holding property in more than one state, with existing trusts, holding entities and advisors elsewhere. The firm coordinates Montana law with those arrangements: trust review and situs questions, entity formation for Montana assets, real estate held through entities, and estate plans that work across states.

Private Client

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For business, trusts and estates, or private client matters, provide a general description of the matter and relevant timing.

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