Page 1

Business, Tax & Legacy Planning for Auto Dealers

Est. 1997


Wealth Protection, Transfer and Legacy Planning for Auto Dealers Owning and operating an automotive dealership is surrounded with legal and business issues. Whether you are just starting out, trying to acquire additional dealerships or preparing to pass your enterprise on to others requires careful planning to ensure success. For more than 20 years, MendenFreiman has guided auto dealerships through the complex business issues that specifically affect this industry.


WE ARE PROBLEM SOLVERS The auto dealer attorneys at MendenFreiman are highly skilled problem-solvers. In addition to law degrees, most of our attorneys have earned advanced degrees in business, accounting or tax, and several are certified public accountants. This diverse combination of legal, management, tax and financial expertise sets our firm apart. Our auto dealer clients trust us to help them solve complicated business-planning and transactional matters, particularly where taxes are an important consideration.

OUR CLIENTS We work with new and established dealerships that have complex business and succession planning issues.


In addition to transactional and outside general counsel services, we guide and assist our dealership clients and their families with matters involving estate planning and estate administration including wills, trusts, charitable planning, probate and federal and state taxation.

– George Menden, Cofounding Partner


WE HELP AUTO DEALER CLIENTS ACHIEVE THEIR GOALS MendenFreiman has protected our auto dealer clients’ business interests from inception to succession for nearly two decades. We begin each relationship with a thorough legal-needs assessment to get to know you and your dealership. We then are able to advise you on the steps we believe you should take to protect your interests and plan for the future. We routinely guide auto dealer clients in: – Negotiations with manufacturers, ownership groups and vendors – Dealer agreement negotiations – Negotiations for open points – Dealership purchases and sales – Ownership succession planning – Wealth accumulation plans that are outside of dealership equity and value – Management succession planning including manufacturer qualifications – General manager employment agreements


Auto Dealer Attorneys GEORGE D. MENDEN COFOUNDING PARTNER, CPA (Inactive) Highly complex mid-market transactions where tax and/or financial reporting considerations are most important to the transaction structure; estate and trust planning and asset protection for dealership owners. LAWRENCE (LARRY) H. FREIMAN COFOUNDING PARTNER, MBA Advanced and sophisticated wealth-transfer plans, complex buy-sell agreements and complicated partner agreements where multiple partners and businesses are represented; estate and trust planning and asset protection for dealership owners. NATHAN T. JOHNS – PARTNER Commercial real estate in the retail, office and industrial sectors; business transactions and governance and business succession.

ROGER A. KIRSCHENBAUM – PARTNER, LL.M. IN TAXATION Advanced estate planning, tax-minimization and asset protection, trust and estate administration, and business succession planning.


JEFFREY (JEFF) J. MEEK – SENIOR ASSOCIATE, LL.M. IN TAXATION Business structuring, transactions and governance, asset and trademark protection, income and wealth-transfer tax minimization, and business succession planning. BRIAN M. ANNINO - SENIOR ASSOCIATE Corporate governance and compliance matters, commercial contracts, mergers and acquisitions, franchise law, estate planning, and trust and estate administration.

ROBERT (BO) H. HARRIS, II - SENIOR ASSOCIATE, LL.M. IN TAXATION Business formation and transactions, business succession planning, nonprofit formation and planning, asset protection planning, and estate and trust administration. KATHERINE E. TRAINOR – ASSOCIATE Trust and estate administration, complex estate issues, estate tax process and probate.

THOMAS W. COX – ASSOCIATE Corporate and transactional matters, including business representation, entity structuring, incentive plans, licensing agreements and employment law; trademarks and copyrights. View full attorney bios on the MendenFreiman website


Est. 1997

Committed to the success of your automotive dealership. We would like to be a part of that success by applying our experience and depth of understanding to your unique situation.

CONTACT US TO START THE CONVERSATION.

5565 GLENRIDGE CONNECTOR, N.E. SUITE 850 ATLANTA, GA 30342 PHONE 770.379.1450 FAX 770.379.1455 MENDENFREIMAN.COM

Business, Tax & Legacy Planning for Auto Dealers  
Business, Tax & Legacy Planning for Auto Dealers