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Recently, I wrote about the two tools available to small businesses to stir interest and investment – the business plan and the private placement memorandum.  Let’s focus on the private placement memorandum.

A Private Placement Memorandum (or PPM for short) is a legal document that organized businesses provide to prospective private investors who may be interested in buying stock or some other kind of security in your business in some kind of private transaction.


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Here is some important information for landlords to remember – with special uses come special responsibilities! Last year, a firm attorney in New York argued a matter where our client tripped and fell on a broken concrete pedestrian ramp in front of a two-story mixed-use building, leaving her with a broken ankle.


When the building owner and the tenant moved for summary judgment, I opposed it by citing the “special use” doctrine and won our client a mid-six figure settlement.


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No one ever wants to think about it, but sooner or later we all meet our maker and before meeting your maker – have a will drafted that complies with New York law and your wishes.


Small business owners especially need a will, as their businesses can suffer based on the time it requires to resolve the estate matter.  Not let this happen.  Having a professionally drafted will is cheap and painless.


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