Jack represents closely held companies and their owners in all facets of business law.
Jack’s clients include high-net-worth business owners who cross many industries and include family offices, physicians, physician practices, retailers, franchisees, financial institutions, suppliers, developers, distributors, foundries, toll companies, transportation companies, software firms and manufacturers. In his transactional practice, he has represented individual and institutional buyers and sellers, private equity companies, trusts, management teams, receivers and financial institutions.
He counsels on issues including startup, operations, implementation of growth strategies, wealth management and asset protection, finance and tax planning, real estate, personal planning, and succession by way of generational estate transfers, sales to strategic buyers, management teams and equity groups. In most cases, Jack acts as clients' primary outside counsel and first point of legal contact.
Among Jack’s notable work:
- Advised a fifth-generation, 100-year-old family-owned manufacturing company on shareholder planning, succession planning, multigenerational wealth transfers and multigenerational tax planning.
- Represented a manufacturing company in the purchase of a note, negotiation of the restructuring of the note with the borrower, reorganization of the borrower company’s capital structure, and folding the borrower company into the client’s portfolio.
- Advised client in the land acquisition, permitting, construction contracts and capital raise for a 48-unit senior housing facility in Howard, Wisconsin.
Jack, a certified public accountant (CPA), was chairman of the board of Commerce Financial Holdings, a local community bank, and helped guide it to its eventual sale in 2022. In addition, he has served on several closely held business boards.