Financial Lawyers for Delaware

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3
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Meet some of our Financial Lawyers

Chaz G. - Financial Lawyer in Delaware
View Chaz
5.0 (2)
Member Since:
April 15, 2026

Chaz G.

Business Lawyer
Free Consultation
Dallas, TX
13 Yrs Experience
Licensed in NY, TX
American University - Washington College of Law

As a former corporate attorney at one of the world's premier global law firms and former in-house counsel at Texas Instruments, a Fortune 500 technology leader, I bring big-firm expertise and corporate-level sophistication to entrepreneurs, startups, and small business owners who deserve the same quality legal support as the largest companies in the world. As a lawyer and startup founder with products currently being sold in national retail chains, I've spent my career at the intersection of complex business transactions, corporate law, and policy. I know how deals get done, where contracts go wrong, and how to protect businesses before problems arise. Now, I put that experience to work for founders and business owners who need practical, straightforward legal guidance without the intimidating price tag of a major law firm. Whether you're signing your first vendor contract, structuring a partnership, protecting your intellectual property, or navigating a business dispute, I translate the law into plain language so you can make confident decisions and focus on growing your business. What I bring to the table: - Complex commercial transactions experience at an AmLaw 100 firm - 7+ years as in-house counsel at a Fortune 500 company - Deep understanding of how businesses actually operate day-to-day - Flat-fee, transparent pricing with no billing surprises - Fast turnaround and direct communication If you're building something, I want to help you protect it.

Recent  ContractsCounsel Client  Review:
5.0

"Chaz was extremely helpful, thorough, and professional. I hired him for a cease and desist letter involving an unauthorized use of my company’s business identity, EIN, and credit. He took the time to review the documents carefully, explain the legal issues in plain English, and help me understand the strengths and challenges of my situation. What stood out most was how organized he was. He prepared a legal analysis memo before our call, walked me through the authority issues, and adjusted his approach after reviewing additional company documents. He was patient, clear, and never made me feel rushed, even though the situation involved several complicated details. The final work product was strong, detailed, and tailored to my specific facts rather than feeling like a generic template. I would definitely recommend Chaz to anyone who needs a knowledgeable attorney who communicates clearly and takes the time to understand the full picture."

Caroline N. - Financial Lawyer in Delaware
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5.0 (3)
Member Since:
April 18, 2026

Caroline N.

Attorney
Los Angeles County, California
4 Yrs Experience
Licensed in CA
Chapman Fowler School of Law

Caroline K. Nam, Esq. is a solo attorney who provides legal counsel with a management-first mindset, combining legal expertise with proactive policy development. Prior to starting her own practice, Caroline gained extensive legal experience as a litigator defending and advising employers of all sizes, ranging from a single business owner, to a small family-owned winery, and major, nationwide corporations. Caroline also has experience on the plaintiffs' side representing survivors of sexual abuse against school districts and churches. With her unique litigation background and expertise representing both plaintiffs and defendants, Caroline understands that legal compliance is only a piece of the puzzle for business success. She is committed to leading with compassion to provide a personalized, approachable service for each client. Having safeguarded companies against a variety of business and employment disputes, Caroline is focused on preventative risk management, helping owners reduce potential employment litigation that she has defended firsthand in court. Caroline is dedicated to helping entrepreneurs spend less time worried about liability and more time focusing on business growth. Based in Los Angeles County, she provides accessible, actionable legal solutions throughout Southern California. During her free time, Caroline enjoys yoga and serving her Los Angeles community. In 2025, she partnered with NLSLA to provide pro bono legal services to individuals impacted by the Eaton Fire. Currently, she serves on the board of directors of a nonprofit organization based in Los Angeles.

Recent  ContractsCounsel Client  Review:
5.0

"I had Caroline create a liability waiver for my Sports Fencing Club. She was prompt in completing the task, helpful and courteous in answering my questions, and in every way professional. I would use her services again if required."

Adam J. - Financial Lawyer in Delaware
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5.0 (16)
Member Since:
April 17, 2026

Adam J.

Business Attorney
Free Consultation
Asheville, NC
18 Yrs Experience
Licensed in CA
University of Pennsylvania

I'm a California-licensed attorney with 18+ years of experience helping everyone from Fortune 500 companies and venture-backed startups to individuals navigating real-life legal situations. I bring an high degree of emotional intelligence to every matter, and am also certified as both a coach and as a counselor. My career started at Fenwick & West, one of Silicon Valley's top law firms, where I worked alongside names like Google, Airbnb, Kleiner Perkins, and Sequoia Capital. From there I moved in - house at companies like Cloudflare, Autodesk, and Enphase - which gave me a practical, business-minded perspective that I bring to every client, no matter the size of the matter. Today I work with businesses and individuals alike. On the business side, that means commercial contracts, leases, startup corporate work, and serving as a fractional general counsel for companies that need a trusted legal partner without the overhead. On the personal side, I help individuals with employment matters, disputes, demand letters, contract review, and the kind of everyday legal situations where you just need someone knowledgeable in your corner. I'm direct, responsive, and I speak plain English — not legalese. Whether you're a founder closing your first deal or an individual facing a situation you've never navigated before, I'll give you the same level of attention and care.

Recent  ContractsCounsel Client  Review:
5.0

"Adam was great to work with and generous with his time. He was very quick to respond via email and phone. He did a dual representation between buyer and seller for a stock purchase agreement which seemed like could be tricky to navigate but Adam knew exactly what to say and how to word things so both parties were extremely satisfied. I highly recommend working with him if looking for an attorney."

Grace C. - Financial Lawyer in Delaware
View Grace
5.0 (1)
Member Since:
May 12, 2026

Grace C.

Intellectual Property & Transactions Attorney | SaaS, Licensing, NDAs, Brand Protection & AI Contracts
Free Consultation
Issaquah, WA
6 Yrs Experience
Licensed in OR, WA
Seattle University School of Law

I’m Grace E. Carlson, an intellectual property & transactional attorney, founder of aTMospheric IP, LLC, with over 6 years of combined law firm and in-house experience. I help businesses, startups, creators, and entrepreneurs draft, review, and negotiate commercial contracts while protecting their brands and innovations. My expertise includes SaaS agreements, MSAs, NDAs, licensing contracts, vendor and partnership agreements, as well as comprehensive trademark strategy, copyright matters, AI-related IP issues, and technology transactions. I’ve supported global companies including Robinhood, Iron Mountain, and Microsoft, and provided flexible in-house counsel through Axiom Law across fintech, SaaS, consumer goods, and data center industries. Known for translating complex legal issues into clear, practical solutions, I focus on delivering contracts that reduce risk, support go-to-market strategies, and scale with your business. Whether you need a custom SaaS agreement, trademark-integrated contracts, or AI compliance review, I provide responsive, business-minded counsel. Bar Admissions: Washington (2020) & Oregon (2021) J.D., Seattle University School of Law Let’s get your contracts and IP protections done right — efficiently and effectively.

Recent  ContractsCounsel Client  Review:
5.0

"Grace was very easy to work with on this project. Extremely knowledgeable about the topic and gave great advice. Grace gave us a product that we are able to implement quickly! Thank you for your hard work!"

Bryan R. - Financial Lawyer in Delaware
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5.0 (2)
Member Since:
May 13, 2026

Bryan R.

Contracts Attorney & Legal Counsel
Free Consultation
Hanover, MD
14 Yrs Experience
Licensed in MD
The George Washington University Law School

Bryan J. Reddix is an experienced attorney and contracts management professional with over a decade of expertise navigating complex commercial and government contracting. Serving as both internal General Counsel and a senior Contracts Director, Bryan specializes in drafting, negotiating, and risk-mitigating a wide spectrum of agreements across the technology, federal procurement, and small business sectors. His deep familiarity with the Federal Acquisition Regulation (FAR/DFARS), corporate compliance, and intellectual property allows him to provide holistic, strategic legal guidance that protects business interests while driving profitability.

Recent  ContractsCounsel Client  Review:
5.0

"I hired this attorney to review and finalise online policy documents for a new SaaS platform service. The service I received is truly outstanding, responsive, and strongly focused on details. He knew from a technology perspective exactly what needed to be in-scope whilst progressing through discovery of our platform architecture. An unusual strong value was his demonstrated technical understanding of SaaS platform architecture and seemingly hands-on working knowledge of AWS services, configuration and management. A very important decision driver to hiring him was his fixed price to finish the job. This has been my experience and I am confident this experience is repeatable. Ich habe diesen Anwalt beauftragt, die Online-Richtliniendokumente für einen neuen SaaS-Plattformdienst zu prüfen und fertigzustellen. Der Service, den ich erhalten habe, war wirklich hervorragend, reaktionsschnell und äusserst detailorientiert. Aus technologischer Sicht wusste er genau, was in den Aufgabenumfang fallen musste, während er sich mit der Architektur unserer Plattform vertraut machte. Ein aussergewöhnlich grosser Mehrwert war sein nachweisliches technisches Verständnis der SaaS-Plattformarchitektur und sein offenbar praxisnahes Fachwissen über AWS-Dienste, deren Konfiguration und Verwaltung. Ein sehr wichtiger Entscheidungsgrund für die Beauftragung war sein Festpreis für die Fertigstellung des Auftrags. Das war meine Erfahrung, und ich bin überzeugt, dass sich diese Erfahrung wiederholen lässt."

Sarah B. - Financial Lawyer in Delaware
View Sarah
4.8 (4)
Member Since:
May 12, 2026

Sarah B.

Transactional Attorney
Free Consultation
Madison, Wisconsin
12 Yrs Experience
Licensed in WI
Marquette University Law School

Experienced U.S.-licensed attorney with 10+ years of practice across commercial transactions, regulatory compliance, and contract drafting, currently in a part-time in-house counsel role and actively available for independent legal engagements on a project or contract basis. Proven ability to deliver efficient, high-quality legal work in flexible arrangements, including prior contract engagements with Am Law 100-affiliated firms. Adept at working autonomously, meeting tight turnarounds, and providing practical, business-focused legal counsel across a wide range of transactional matters.

Recent  ContractsCounsel Client  Review:
5.0

"I was dealing with a legal matter that Sarah helped me walk through very cleanly. I was impressed not only by her responsiveness but also by her professionalism. She made the entire process extremely easy and useful. I ended up with a good case where I stood on our grounds, and because of that, we got a reduced amount in the refund that was requested from the client."

Darshun K. - Financial Lawyer in Delaware
View Darshun
3.0 (2)
Member Since:
April 28, 2026

Darshun K.

Business Attorney
Lithonia, Georgia
19 Yrs Experience
Licensed in GA
University of Georgia School of Law

I am a triple-threat legal and financial strategist with 15+ years of experience navigating complex capital raises, M&A transactions, and regulatory compliance. As the Founder of Kairos Capital Legal Advisors and a Series 65 licensed Investment Adviser Representative, I bridge the gap between sophisticated legal drafting and actionable business guidance. My practice focuses on: - Capital Markets: Drafting and filing complex legal/financial documents for multimillion-dollar capital raises. - M&A Advisory: Guiding mid-market companies through all phases of sell-side mergers and acquisitions. - Strategic Counsel: Providing due diligence and deal structure analysis for private equity and venture capital clients. - Dispute Resolution: Serving as a non-public FINRA arbitrator to resolve high-stakes issuing and investor disputes. Beyond the firm, I serve as a Member of the Georgia House of Representatives (2011–present) and am a published author on private markets. I specialize in translating intricate legal hurdles into high-impact business outcomes.

Carver F. - Financial Lawyer in Delaware
View Carver
Member Since:
April 19, 2026

Carver F.

Principal Attorney
Free Consultation
Silicon Valley, CA
27 Yrs Experience
Licensed in CA
UCLA

I'm the principal attorney at FarrowLaw PC, a California business and commercial law firm based in Long Beach. My practice covers transactional work, employment law, litigation, and day-to-day advisory matters for business clients — essentially, I help companies make clear-eyed decisions about risk, contracts, and strategy without the usual legal hedging. Before law, I trained in computer science and worked in-house at technology companies, which gives me a working fluency in how tech businesses actually operate. A significant portion of my practice involves representing tech and startup clients, where that background lets me engage with technical realities rather than abstract them away. If you're working with a client who needs a practical California business lawyer — particularly one who speaks the language of tech — I'd welcome the introduction.

Ricardo J. - Financial Lawyer in Delaware
View Ricardo
Member Since:
April 22, 2026

Ricardo J.

Managing Attorney
Free Consultation
Miami, FL
3 Yrs Experience
Licensed in FL
St. Thomas University College of Law

Ricardo Jerome is a Florida-based attorney and founder of The Jerome Law Firm, PLLC, serving clients throughout Miami-Dade and Broward County. His practice focuses on probate and estate administration, estate planning, real estate, business law, immigration, civil litigation, and contract disputes. He is known for providing practical, client-focused solutions and guiding individuals, families, and business owners through complex legal processes with clarity and efficiency. Bilingual in English and Spanish, Mr. Jerome is committed to making legal services accessible to a diverse community while building long-term relationships grounded in trust and results.

Antoinette M. - Financial Lawyer in Delaware
View Antoinette
Member Since:
May 8, 2026

Antoinette M.

Banking and Finance Attorney
Free Consultation
Los Angeles
19 Yrs Experience
Licensed in DC, VA
Washington & Lee University

Attorney with a dynamic legal career spanning 20 years, including practice in civil litigation, government, and commercial finance with a reputation for strategic problem-solving, strong advocacy, and delivering practical, results-driven solutions. Experienced in navigating complex disputes, government matters, and structuring financial transactions with professionalism and integrity.

Kendra B. - Financial Lawyer in Delaware
View Kendra
Member Since:
May 11, 2026

Kendra B.

Business Lawyer
Free Consultation
Stillwater, MN
13 Yrs Experience
Licensed in MN
William Mitchell College of Law

My law practice focuses on transactional business law and serving as outside general counsel for small businesses in Minnesota. I provide practical counseling on a range of day-to-day legal matters and prepare contracts tailored to meet your specific business needs.

Amy T. - Financial Lawyer in Delaware
View Amy
Member Since:
May 13, 2026

Amy T.

Owner
Free Consultation
Aurora, Ohio
13 Yrs Experience
Licensed in OH
Thomas Cooley

Northeast Ohio attorney providing comprehensive legal services in business law, real estate law, estate planning, and transactional matters for individuals, entrepreneurs, and growing companies. Practice areas include business formation and structuring, contract drafting and review, partnership and operating agreements, commercial transactions, business purchases and sales, and ongoing legal counsel for small and mid-sized businesses. Also represents clients in residential and commercial real estate matters, including purchases, sales, leases, title and closing issues, and property-related agreements. Estate planning services include wills, trusts, powers of attorney, healthcare directives, and probate and estate administration designed to protect clients’ assets and long-term goals. Known for practical guidance, responsive communication, and helping clients navigate complex legal matters with clarity and confidence.

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Financial Legal Questions and Answers

Financial

Business Contract

Texas

Asked on May 31, 2022

i need a lawyer to help me make a offering memorandum for my startup private hedgefund, i dont know where to start and how much will it cost?

i just started a trading firm( hedgefund) with my other 2 partner , and my broker request an PPM to finish open up an trading account

Jane C.

Answered Jul 12, 2022

I suggest you place a proposal on the site for lawyers to bid on. My firm and other lawyers on this platform can assist you.

Read 1 attorney answer>

Financial

Debt Settlement Agreement

Washington

Asked on Jul 30, 2023

When to use a debt settlement agreement?

I have recently been struggling to pay off my credit card debt, and I'm trying to find the best way to settle this debt. I am considering a debt settlement agreement, but I'm not sure when it is appropriate to use one. I understand that a debt settlement agreement is a legally binding agreement between a creditor and a debtor, and I want to know if this is a viable option for my situation.

Merry K.

Answered Aug 25, 2023

I only just saw your question - sorry you have been waiting since July 30, 2023! Whether a settlement agreement is your best choice is very fact-specific. In many situations, it's a good option if you can negotiate a far lower pay-off amount, but in some situations bankruptcy and a "clean slate" is the best option. Many legal servies/legal aid offices may offer free debt assistance -if it's not too late, I suggest that you contact such an office.

Read 1 attorney answer>

Financial

Promissory Note

California

Asked on Jun 8, 2023

When to use a promissory note?

I recently started a small business and am in need of a loan to expand operations. I am researching the different types of financing available to me and came across promissory notes. I am unfamiliar with the process and need guidance on when a promissory note is appropriate for my loan.

Russell M.

Answered Jun 30, 2023

I'd be happy to explain what a promissory note is and provide context regarding its use in financing a business, as well as alternatives. A promissory note is a legal document that outlines a borrower's promise to repay a specific amount of money to a lender within a defined period of time. It serves as evidence of a debt and includes details such as the principal amount, interest rate, repayment terms, maturity date, and any additional terms and conditions agreed upon by both parties. Promissory notes are commonly used in business financing to secure loans from individuals, financial institutions, or even other businesses. They are a formal way to document the terms of a loan and provide legal protection to both the borrower and lender. In the context of financing a small business, promissory notes can be a suitable option when: 1. Borrowing from family and friends: If you're seeking funding from personal contacts, a promissory note can formalize the agreement, clarify repayment terms, and protect relationships. 2. Seeking private financing: Promissory notes can be used to secure loans from private investors or other businesses. They offer flexibility in negotiating terms, allowing you to tailor the agreement to your specific needs. 3. Exploring alternative lending options: In some cases, small businesses may face challenges obtaining loans from traditional financial institutions. Promissory notes can be an alternative financing method that appeals to investors looking for higher returns or businesses with unique circumstances. However, it's essential to consider alternative financing options alongside promissory notes. Here are a few alternatives to keep in mind: 1. Bank loans: Traditional bank loans often offer favorable interest rates and longer repayment terms. They may require more documentation and have stricter qualification criteria, but they can be an attractive option for businesses with a solid credit history and established operations. 2. Small Business Administration (SBA) loans: The SBA provides government-backed loans to small businesses. These loans typically offer competitive terms, including longer repayment periods and lower down payments, but they often involve more paperwork and longer approval processes. 3. Equity financing: Instead of borrowing money, some businesses opt to sell equity in their company in exchange for funding. This approach involves giving up a portion of ownership but can provide access to larger amounts of capital and potentially benefit from the expertise of investors. 4. Crowdfunding: Crowdfunding platforms allow businesses to raise funds from a large number of individuals, often in exchange for rewards or equity. It can be a viable option for startups or businesses with unique products or ideas. When considering financing options, it's crucial to assess factors such as the cost of borrowing, repayment terms, the impact on ownership, and the specific needs and goals of the business. Working with a financial advisor can help you evaluate the pros and cons of each option and determine the most suitable approach for your business's financing needs. For more, you can check out this excellent overview on Investopedia: https://www.investopedia.com/terms/p/promissorynote.asp

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