Representative matters and outcomes
A selection of recent work across our practices, written as the problem, what we did about it and how it ended.
We publish no settlement or award figures. A dollar outcome depends on facts that are never repeated, so quoting one would mislead more than it informs. Each matter below gives the problem, the approach and the result in words.
Attorney advertising. Prior results do not guarantee a similar outcome. These are sample matters for a demo website and do not describe real clients. Nothing here is legal advice.
Results by practice
Founder sale of an aerospace machining company
- The problem
- Two founders received an unsolicited approach from a strategic buyer and had no diligence file, no current customer contract set and overlapping personal and company assets.
- Our approach
- Ran a readiness review a year ahead, cleaned up assignment clauses and equipment title, then negotiated structure, escrow and exclusivity in the letter of intent before diligence began.
- How it ended
- Closed on the original timetable with the escrow released in full at the scheduled date and no post-closing indemnity claim.
Shareholder deadlock in a family construction firm
- The problem
- Two sibling owners with equal votes had stopped agreeing on capital spending, and one had petitioned for judicial dissolution.
- Our approach
- Valued the company with an agreed neutral appraiser, then used the buy-sell terms as the frame for a mediated exit rather than litigating dissolution.
- How it ended
- Negotiated buyout of the departing sibling, dissolution petition withdrawn, and the business kept its bonding capacity and its staff.
Estate administration with a Connecticut estate tax filing
- The problem
- An executor inherited a taxable estate containing a closely held business interest, out-of-state real property and four beneficiaries who were not speaking.
- Our approach
- Built a fiduciary calendar for probate, creditor and tax deadlines, commissioned a business valuation early, and sent beneficiaries a written update every six weeks.
- How it ended
- State and federal returns filed on time, final account allowed without objection, and the fiduciary released from liability.
Restrictive covenant enforcement against departing executives
- The problem
- Two sales executives left for a competitor and began contacting the accounts they had managed, in breach of a signed non-solicitation covenant.
- Our approach
- Preserved the message record, filed for temporary injunctive relief within days, and narrowed the requested scope to the accounts actually at issue so the covenant stayed enforceable.
- How it ended
- Temporary injunction granted, solicitation stopped, and the matter resolved by agreement before any trial date.
Medical office building acquisition and fit-out
- The problem
- A physician group had a signed letter of intent on a building whose permitted use did not cover the clinical services they planned to run there.
- Our approach
- Made the deposit contingent on a zoning special permit, reviewed title, survey and the environmental report together, and phased the fit-out into the purchase agreement.
- How it ended
- Special permit obtained before closing, clean title policy issued, and the group opened in the building on schedule.
CHRO disability discrimination charge
- The problem
- A healthcare staffing employer received a Commission on Human Rights and Opportunities charge alleging failure to accommodate.
- Our approach
- Reconstructed the accommodation conversation from contemporaneous records, filed a position statement with the underlying documents attached, and prepared the manager for the fact-finding conference.
- How it ended
- No reasonable cause finding issued and the charge dismissed at the agency stage, without litigation.
Independent insurance agency roll-up
- The problem
- An agency wanted to acquire four smaller books of business quickly, but every seller used different producer and non-solicit terms.
- Our approach
- Built one standard acquisition template with a consistent producer transition schedule, then ran the four purchases in parallel on a shared diligence checklist.
- How it ended
- Four acquisitions completed inside eighteen months with every producer retained through the transition period.
Breach of a supply agreement, arbitration
- The problem
- A precision parts supplier was left with tooling and raw material after a customer walked away mid-term, and the contract required AAA arbitration.
- Our approach
- Assessed the claim and the realistic recovery in writing before filing, kept the hearing to two days by stipulating to documents, and pursued the contractual fee-shifting clause.
- How it ended
- Award in the supplier's favour on liability and damages, including contractual attorney's fees.
Three-property like-kind exchange
- The problem
- A family partnership sold an investment property and needed replacement property identified and closed inside the statutory exchange windows.
- Our approach
- Engaged a qualified intermediary before the sale closed, calendared the identification and closing deadlines from day one, and lined up a backup property in the identification notice.
- How it ended
- All three replacement properties closed within the deadlines and the exchange treatment was preserved.
Business succession across three generations
- The problem
- A founder wanted to pass a manufacturing business to two of four children without either disinheriting the others or handing control to in-laws.
- Our approach
- Separated economics from control using voting and non-voting units, funded the non-operating children with other assets, and sited a long-term trust for the operating interest.
- How it ended
- Ownership transition completed, management control kept with the operating children, and the plan reviewed annually since.
Distributor agreement renegotiation
- The problem
- A food manufacturer had signed a distributor's paper with uncapped indemnity and an automatic evergreen renewal.
- Our approach
- Prioritised three terms instead of redlining the whole agreement, and traded a longer initial term for a liability cap and a clean termination right.
- How it ended
- Uncapped indemnity replaced with a capped liability clause and a defined exit, agreed in two negotiation rounds.
Dental practice partner buy-in
- The problem
- A solo dentist wanted to bring in an associate as a partner but the professional corporation had no buy-sell, valuation method or disability terms.
- Our approach
- Restructured the entity, wrote a staged buy-in schedule with an agreed valuation formula, and added disability and departure buyout mechanics before the associate signed.
- How it ended
- Buy-in documented and completed inside six weeks, with a funded mechanism in place for the next transition.
Founder sale of an aerospace machining company
- The problem
- Two founders received an unsolicited approach from a strategic buyer and had no diligence file, no current customer contract set and overlapping personal and company assets.
- Our approach
- Ran a readiness review a year ahead, cleaned up assignment clauses and equipment title, then negotiated structure, escrow and exclusivity in the letter of intent before diligence began.
- How it ended
- Closed on the original timetable with the escrow released in full at the scheduled date and no post-closing indemnity claim.
CHRO disability discrimination charge
- The problem
- A healthcare staffing employer received a Commission on Human Rights and Opportunities charge alleging failure to accommodate.
- Our approach
- Reconstructed the accommodation conversation from contemporaneous records, filed a position statement with the underlying documents attached, and prepared the manager for the fact-finding conference.
- How it ended
- No reasonable cause finding issued and the charge dismissed at the agency stage, without litigation.
Independent insurance agency roll-up
- The problem
- An agency wanted to acquire four smaller books of business quickly, but every seller used different producer and non-solicit terms.
- Our approach
- Built one standard acquisition template with a consistent producer transition schedule, then ran the four purchases in parallel on a shared diligence checklist.
- How it ended
- Four acquisitions completed inside eighteen months with every producer retained through the transition period.
Distributor agreement renegotiation
- The problem
- A food manufacturer had signed a distributor's paper with uncapped indemnity and an automatic evergreen renewal.
- Our approach
- Prioritised three terms instead of redlining the whole agreement, and traded a longer initial term for a liability cap and a clean termination right.
- How it ended
- Uncapped indemnity replaced with a capped liability clause and a defined exit, agreed in two negotiation rounds.
Dental practice partner buy-in
- The problem
- A solo dentist wanted to bring in an associate as a partner but the professional corporation had no buy-sell, valuation method or disability terms.
- Our approach
- Restructured the entity, wrote a staged buy-in schedule with an agreed valuation formula, and added disability and departure buyout mechanics before the associate signed.
- How it ended
- Buy-in documented and completed inside six weeks, with a funded mechanism in place for the next transition.
Estate administration with a Connecticut estate tax filing
- The problem
- An executor inherited a taxable estate containing a closely held business interest, out-of-state real property and four beneficiaries who were not speaking.
- Our approach
- Built a fiduciary calendar for probate, creditor and tax deadlines, commissioned a business valuation early, and sent beneficiaries a written update every six weeks.
- How it ended
- State and federal returns filed on time, final account allowed without objection, and the fiduciary released from liability.
Medical office building acquisition and fit-out
- The problem
- A physician group had a signed letter of intent on a building whose permitted use did not cover the clinical services they planned to run there.
- Our approach
- Made the deposit contingent on a zoning special permit, reviewed title, survey and the environmental report together, and phased the fit-out into the purchase agreement.
- How it ended
- Special permit obtained before closing, clean title policy issued, and the group opened in the building on schedule.
Three-property like-kind exchange
- The problem
- A family partnership sold an investment property and needed replacement property identified and closed inside the statutory exchange windows.
- Our approach
- Engaged a qualified intermediary before the sale closed, calendared the identification and closing deadlines from day one, and lined up a backup property in the identification notice.
- How it ended
- All three replacement properties closed within the deadlines and the exchange treatment was preserved.
Business succession across three generations
- The problem
- A founder wanted to pass a manufacturing business to two of four children without either disinheriting the others or handing control to in-laws.
- Our approach
- Separated economics from control using voting and non-voting units, funded the non-operating children with other assets, and sited a long-term trust for the operating interest.
- How it ended
- Ownership transition completed, management control kept with the operating children, and the plan reviewed annually since.
Shareholder deadlock in a family construction firm
- The problem
- Two sibling owners with equal votes had stopped agreeing on capital spending, and one had petitioned for judicial dissolution.
- Our approach
- Valued the company with an agreed neutral appraiser, then used the buy-sell terms as the frame for a mediated exit rather than litigating dissolution.
- How it ended
- Negotiated buyout of the departing sibling, dissolution petition withdrawn, and the business kept its bonding capacity and its staff.
Restrictive covenant enforcement against departing executives
- The problem
- Two sales executives left for a competitor and began contacting the accounts they had managed, in breach of a signed non-solicitation covenant.
- Our approach
- Preserved the message record, filed for temporary injunctive relief within days, and narrowed the requested scope to the accounts actually at issue so the covenant stayed enforceable.
- How it ended
- Temporary injunction granted, solicitation stopped, and the matter resolved by agreement before any trial date.
Breach of a supply agreement, arbitration
- The problem
- A precision parts supplier was left with tooling and raw material after a customer walked away mid-term, and the contract required AAA arbitration.
- Our approach
- Assessed the claim and the realistic recovery in writing before filing, kept the hearing to two days by stipulating to documents, and pursued the contractual fee-shifting clause.
- How it ended
- Award in the supplier's favour on liability and damages, including contractual attorney's fees.
Sample matters for a demo website. Case results depend on facts unique to each matter, no outcome is promised or implied, and contacting Whitmore Legal Group does not create an attorney-client relationship.
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