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Fuller Insights

Thought provoking. Useful. Relevant. Our team regularly generates problem solving insights and experiences worth sharing.

The benefits of an estate freeze

Fuller Landau Team • November 04, 2020
As a shareholder of a corporation (original shareholder or freezor) becomes older and wishes to pass the future growth of the business to the next generation or key employees, (s)he can implement a common reorganization known as an estate freeze. What is an estate freeze? A typical estate freeze transaction involves an exchange of existing ... Read More

Fuller Discovery Sessions

Fuller Landau Team • June 18, 2020
Many business owners may be considering their future financial needs as a result of COVID-19.  Jonas Cohen and Jeffrey Mandell of our Corporate Finance/M&A team have created the Fuller Discovery Session – a complimentary, one hour phone call to help you explore and identify opportunities.  Learn more about the Fuller Discovery Sessions here ... Read More

Fuller Landau acted as exclusive financial advisor and helped secure $4 million of senior debt

Fuller Landau Team • June 15, 2020
Fuller Landau Advisory Services Inc. acted as the exclusive financial advisor to Choice One Medical Inc. on raising $4 million of Senior Debt from a Schedule A bank. Fuller Landau was exclusively engaged in 2019 by the client in order to secure bridge financing required to complete the successful acquisition of Choice One Medical. Jeffrey ... Read More

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