Whether you are starting a small business, raising money, positioning an enterprise for acquisition, or investing in or acquiring a business, Wendel Rosen is prepared to help. Our business and corporate attorneys have deep insight to business legal issues and a broad range of industry experience. We pride ourselves on providing trusted counsel to clients and supporting their organizational success.

Local to Global

Our business clients range from local start-ups and family-owned businesses to international corporations and represent a broad range of industries, including manufacturing, retail, technology, financial and professional services, consumer goods, food and beverage, cannabis, and construction. Our business clients share a common desire to protect their assets, structure their businesses and relationships with other entities, manage personnel issues, and grow.

Comprehensive Services

We connect our experience and insight to help business clients succeed at all stages. Through formation, finance, operation and growth, and exit strategy, our guidance stems from a deep understanding of the legal issues affecting our clients’ businesses. Sample matters we handle for clients include:

  • Entity formation (corporations, limited liability companies and partnerships, including benefit corporations and non-profit organizations)
  • Complex capital structures
  • Mergers, reorganizations, and acquisitions
  • Private placements
  • Employment and consulting agreements
  • Executive compensation
  • Venture capital and debt financing
  • Joint ventures
  • Commercial contracts
  • Intellectual property protection
  • Federal and Blue Sky securities law compliance
  • Corporate governance

In addition to the core business and corporate legal services we offer, our team collaborates with other Wendel attorneys across related disciplines to offer clients the convenience of comprehensive, integrated services to address a broad range of business and legal challenges.


  • Represented an online journal for credit and finance professionals in its merger with a leading provider of credit reporting services to mortgage brokers
  • Represented the manufacturer of natural organic fruit snacks in its acquisition by a leading national natural foods company
  • Represented a research and design company providing consulting services to philanthropic organizations in its acquisition through a sale of all assets to a firm providing philanthropic and investment consulting services
  • Engaged as special income tax counsel to advise on the income tax consequences of a proposed downstream merger of a Delaware corporation engaged in the business of designing, manufacturing and installing photovoltaic solar energy systems. Representation included applying to the IRS for and obtaining a private letter ruling that the proposed transaction was not substantially equivalent to a taxable liquidation of the target company.
  • Engaged as tax and corporate counsel for a privately-held U.S. corporation involved in the manufacture and international distribution of high-end audio equipment in connection with its acquisition by an Italian joint stock corporation and a private equity fund incorporated in Italy. The transaction was structured to qualify for an exception to the general rule of §367(a) of the Internal Revenue Code which requires gain recognition in the case of certain transfers of stock in a U.S. corporation by a U.S. person to a foreign corporation.
  • Engaged to provide an expert witness report in connection with a case before the United States Tax Court in which the principal issue was establishing the fair market value of certain issued and outstanding shares of the non-voting common stock of a group of affiliated California corporations. The shares in question had been the subject of certain intra-family gift and sales transactions that were challenged by the IRS.
  • Represented a provider of rail freight services in the Central Valley in its acquisition by the largest privately held rail services company in North America
  • Provided insurance and risk management-related due diligence in corporate asset and stock acquisitions
  • Obtained dismissal of extended family members’ claim to $60 million plus share of proceeds from sale of family business.
  • Successfully defended a municipal corporation against claims of harassment and retaliation alleged by an employee. Obtained a unanimous jury verdict absolving the client of liability and successfully opposed the plaintiff’s appeal of the trial court’s ruling on summary judgment of certain claims that were resolved in the client’s favor before trial.
  • Prevailed in a jury trial on claims of financial elder abuse and trespass, resulting in a verdict of nearly $250,000 for the client. Also obtained an order awarding attorneys’ fees and successfully defended the opposing party’s appeal of the jury’s verdict.
  • Obtained summary judgment for client in a contractual dispute concerning the transfer of an interest in a partnership that owns real property in the East Bay, allowing the client to unwind the failed transaction and clear title to the property.
  • Prevailed on a motion for summary judgment against a member’s claim that a limited liability company had mishandled funds, overpaid the managing member and failed to make appropriate distributions. After the motion was granted, judgment on all claims was entered on behalf of the client.
  • Obtained a non-dischargeable judgment in United States Bankruptcy Court against a partner that had embezzled partnership funds prior to filing for bankruptcy.
  • Successfully defended a dry cleaner against a claim that the dry cleaning facility failed to meet the access requirements of the Americans with Disabilities Act. Obtained summary judgment and disposed of the case shortly after it was filed and at minimum cost and expense to the client.
  • Represented acquiring company in significant merger between engineering firms serving the California energy sector. This business combination involved complex regulatory compliance and logistical issues.




There’s Plenty of Risk in a Startup: Insurance Can Help Limit Liability

There’s Plenty of Risk in a Startup: Insurance Can Help Limit Liability

05/29/2019 | Young Upstarts

On May 29, 2019, Young Upstarts published an article by Wendel Rosen insurance attorney Gary Barrera. The article touches upon why startups need insurance, what types of insurance startups need, and…

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Oakland Structures 2016 Survey Results

Oakland Structures 2016 Survey Results

12/22/2016 | Wendel Rosen

Click here to read the "Oakland Structures 2016 Survey Results." The Oakland economic outlook survey was conducted by Wendel Rosen at the San Francisco Business Times’ Oakland Structures event on December…

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Startup Entrepreneurs Should Plan for Success But Prepare for Failure: Do You Have a Plan B?

Startup Entrepreneurs Should Plan for Success But Prepare for Failure: Do You Have a Plan B?

09/11/2015 | Mark S. Bostick

Absent luck and preparation, failure equals disaster – it is folly to assume otherwise… When a startup participant (i.e., company founder, investor, officer, director) prepares a business plan for success,…

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Date Category Publication Title
08/29/2014 Publication JD Supra Business Advisor 11 Ways to Avoid Advertising Missteps
01/20/2014 Publication Richard Lyons

What Startup Entrepreneurs Need To Know About Crowdfunding Before They Raise Money
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The Business of Cannabis:  Regulation, Permitting and Environmental Compliance

The Business of Cannabis: Regulation, Permitting and Environmental Compliance

06/28/2018 | Alameda County Bar Association

Join Wendel Rosen attorney, Mia Butera who will present "The Business of Cannabis: Regulation, Permitting and Environmental Compliance" on Thursday, June 28, 2018 from 12:00 PM – 1:30 PM at…

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Women in Business: Growth & Impact

Women in Business: Growth & Impact

09/15/2016 | Wendel Rosen Client Seminar

What pushes a business through the stages of existence, survival and growth?  We will take a closer look into local businesses and women leaders creating the most impact! Join DZH…

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Moving Up The Career Ladder

Moving Up The Career Ladder

10/14/2015 | Berkeley-Haas Alumni Network

Wendel Rosen is pleased to host "Moving Up the Career Ladder: 3 Essential Skills to Stand-out and Get Promoted," on October 14, 2015. This event is sponsored by the East…

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Date Category Host Title
10/01/2014 Event San Francisco Business Times Made in the Bay Area: Manufacturing Innovators Forum
05/21/2014 Seminar Advertising and Promotions Law
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05/21/2014 Webinar The New Form of Business: The Benefit Corporation
12/04/2013 Seminar Impact Hub Oakland B Corporations: Redefining Success in Today’s Economy
09/12/2013 Seminar Law Seminars International Benefit Corporations: Setup and Regulatory Issues
06/27/2013 Seminar 2.Oak Legal Workshop for Tech Entrepreneurs
12/13/2012 Seminar Law Seminars International Setting Up Benefit Corporations
06/05/2012 Seminar Capitalism with a Heart
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05/11/2012 Seminar Sustainable Enterprise Conference Sustainable Enterprise 2012 Conference
05/09/2012 Seminar Tech and Innovation Awards
04/27/2012 Seminar Green California Summit Benefit Corporations: A New Structure for Green Business
03/21/2012 Seminar Pinnacle Equity Solution Business Exit Strategy Seminar: “Every Family’s Business”
01/31/2012 Seminar East Bay Manufacturing Group
07/18/2011 Seminar The Hub Pursuing Profit and Purpose: The Debate in California’s Statehouse and What it Means for Us
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07/14/2011 Seminar National Business Institute Advanced Issues in Foreclosure
06/02/2011 Seminar Alameda County Bar Association ACBA Event: CA Benefit Corporation Legislation – Understanding AB 361
03/25/2011 Seminar International Green Industry Hall of Fame International Green Industry Hall of Fame


Bart Flood and Lisa Lenherr’s Partnership Elevations Featured in Various Publications

Bart Flood and Lisa Lenherr’s Partnership Elevations Featured in Various Publications

01/17/2020 | Wendel Rosen LLP

 Wendel Rosen attorneys Bart Flood and Lisa Lenherr were recently elevated to partner, effective Jan. 1, and the news of their elevations published in numerous publications, including The Recorder and…

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Wendel Rosen Elevates Bart Flood and Lisa Lenherr to Partner

Wendel Rosen Elevates Bart Flood and Lisa Lenherr to Partner

01/06/2020 | Wendel Rosen LLP

Wendel Rosen LLP, the largest law firm in the East Bay representing businesses throughout the state, announces that Bart Flood and Lisa Lenherr have been elevated to partner, effective Jan….

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Wendel Rosen Lands 12 in 2020 Edition of The Best Lawyers in America

Wendel Rosen Lands 12 in 2020 Edition of The Best Lawyers in America

08/19/2019 | Wendel Rosen

Partner Michael Dean Named “Best Lawyer” for 37th Consecutive Year Wendel Rosen LLP Partners Michael D. Cooper, Patricia E. Curtin, Michael A. Dean, Monica Dell’Osso, Matthew F. Graham, Tracy Green,…

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Date Category Publication Title
08/01/2019 Press Release Wendel Rosen  Wendel Rosen Welcomes Laurie A. Sanders as Partner
07/18/2019 Press Release Wendel Rosen  Wendel Rosen’s Sidney A. Israels Appointed to UC Merced Foundation Board of Trustees
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05/21/2019 News CNBC  California Senate Passes Legislation to Create State-Chartered Cannabis Banks
02/02/2018 Press Release   Wendel Rosen Welcomes Attorney Mia Butera to Business Practice
11/20/2017 Press Release   Wendel Rosen Receives Five “Tier 1” on Best Lawyers 2018 Best Law Firms List
08/15/2017 Press Release   Firm Lands 10 Attorneys in 2018 Edition of The Best Lawyers in America