Investor & Loan Agreements

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Investor & Loan Agreements

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Investor & Loan Agreements

Purchases require financing. If you’re not buying with cash, you’ll need an equity investor, a private loan, or seller financing to fund the deal. Our business law experts will counsel you on the most effective structure, and help you draft an equity, debt, or hybrid investment contract tailored to your needs. For investors and lenders, we offer loan agreements, promissory notes, and security agreements to protect your investment.

Promissory Notes & Security Agreements

Coupling your loan or investment agreement with a security agreement is crucial. A security agreement grants you a secured interest, equivalent to a lien, in the assets of the borrower, allowing you to enforce your right to repayment in the event of a default. Daniel and his team can help you create this important portfolio of documents to safeguard your loan.

Seller-Financed Contracts

In a seller financed deal, also known as a “land contract,” the seller becomes the lender, which enables the buyer to acquire a property or business over time without the high up-front cost or the need for a bank. This is common in real estate and generational business transitions like retirement, and can allow you to enter or exit an investment gradually.

Non-Disclosures, Confidentiality & Non-Competes

NDAs and non-compete agreements are all about accountability. An NDA protects the confidential information that gives you your competitive advantage, and can facilitate discussions for prospective new partnerships without fear of theft. A non-compete agreement will likewise prevent your partner from stealing business opportunities or otherwise competing with the business you’ve invested in.

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