Stuart H. Sorkin, Attorney, CPA
Stuart Sorkin is the founder of The Business and Legal Advisors, a consulting firm specializing in the financial and legal protection of business owners, executives, and entrepreneurs throughout the United States and overseas at every stage of their business life cycle. Mr. Sorkin works with startups and small to mid-size business owners to integrate their personal financial and estate planning goals with the development and implementation of growth and/or succession or exit strategy for their business.
Mr. Sorkin is the co-author of "Expensive Mistakes When Buying & Selling Companies...and How to Avoid Them in Your Deals." As a former entrepreneur, CPA, and attorney with more than 30 years of experience, Mr. Sorkin has a unique set of capabilities to assist a business owner with the challenges of growing and/or exiting a business. Mr. Sorkin works with clients on all forms of transactional legal work, including: choice and formation of business entities; raising of capital and financing; mergers and acquisition; real estate acquisition and development; incentive compensation; federal and state income tax planning; succession and retirement planning; estate planning and asset protection; including, trusts; and, family and charitable gifting strategies and family partnerships.
Mr. Sorkin has been interviewed by the Wall Street Journal, Time Magazine, USA Today, Money Magazine and BankRate.com on a wide range of tax matters, and is a frequent lecturer on exit strategies, estate planning and asset protection to various professional and small business organizations and associations.
Specialties: Business Consulting, Start-ups, Mergers & Acquisitions, Estate Planning & Asset Protection
Listen to Stuart's recent podcast on buying and selling a business