Financial Lawyers for Montana

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Meet some of our Montana Financial Lawyers

Niki Z. - Financial Lawyer in Montana
View Niki
Member Since:
June 2, 2025

Niki Z.

Fractional General Counsel
Free Consultation
Helena, MT
18 Yrs Experience
Licensed in MT CA
University of the Pacific, McGeorge School of Law

With more than 20 years of nonprofit, small business, and government experience, Niki can assist you on a wide range of legal issues, including creating new entities and avoiding compliance pitfalls.

Tim B. - Financial Lawyer in Montana
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Member Since:
December 7, 2025

Tim B.

Attorney
Free Consultation
Pensacola, FL
22 Yrs Experience
Licensed in MT FL
Cumberland School of Law, Samford University

Attorney Tim Baldwin is the founder of Property Management Law Solutions, PLLC, a Florida law firm that specializes in representing landlords, property owners, apartments, and property management companies in a variety of property related legal matters, like evictions, security deposit disputes, fair housing matters, civil defense, damages actions, risk mitigation, partition, code violation, lease enforcement, and other real property litigation. Starting as a prosecutor from 2004 to 2006, Tim Baldwin gained invaluable experience as a courtroom litigator and to date has tried nearly 60 jury trials. When he opened his law practice in 2006, Tim focused his law practice on helping landlords in the Florida Panhandle. Since then, Tim Baldwin has expanded his law practice across Florida and become known as one of the premier Florida attorneys in landlord and property law. Tim regularly speaks at events for real estate groups, such as apartment and property management associations and real estate investment groups. Tim also hosts his own podcast, Property Management Law Solutions Podcast, where he discusses a wide range of landlord and property management related topics, and is frequently asked to be a guest on other podcasts nationwide.

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Meet some of our other Financial Lawyers

Jared S. - Financial Lawyer in Montana
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5.0 (1)
Member Since:
October 8, 2024

Jared S.

Attorney
Free Consultation
Utah
20 Yrs Experience
Licensed in ID, UT
Gonzaga School of Law

I am a business-focused attorney. My practice covers all aspects of business law - from entity formation and contracts to real estate transactions and employment matters. I review, negotiation, draft and analyze contracts including: business asset purchase agreements, non-disclosure/confidentiality agreements, commercial leases, cease-desist letters, payment demand letters, construction contracts, consulting agreements and many more. I also guide clients through estate planning to protect both their business and personal interests.

Lorraine C. - Financial Lawyer in Montana
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5.0 (6)
Member Since:
October 10, 2024

Lorraine C.

Managing Partner
Free Consultation
Houston, Texas
21 Yrs Experience
Licensed in TX
The University of Houston

Coats Business Consulting provides a la carte commercial and legal advisory services for private clients, specializing in Start-Ups and small to medium-sized businesses. Services offered include: Start-Up Consulting (Strategic Planning, Investor Pitch Decks, Commercial Filings, Business Organization) Corporate Document Production (Operating Agreements, Shareholder Agreements, Human Resources, including Employment and Independent Contractor Agreements) Contract Interpretation (Drafting, Review, and Negotiation) Corporate Compliance (Federal and State Regulations) Management Consulting (Goal Setting, Revenue Generation, Operations and Process Consulting, Personnel Hiring, and Evaluation) Commercial Real Estate Transactions (Purchase and Sales Agreements, Leases)

Recent  ContractsCounsel Client  Review:
5.0

"Lorraine was AMAZING! I was intimidated having to update my business agreement document, but Lorraine made the entire process super easy and was extremely knowledgable in everything I needed help with. Definitely recommend hiring her!"

Lori B. - Financial Lawyer in Montana
View Lori
5.0 (98)
Member Since:
October 11, 2024

Lori B.

Business and Real Estate Attorney
Miami, Florida
38 Yrs Experience
Licensed in FL
University of Miami School of Law

With over 25 years of legal experience, I can assist your legal needs -promptly and professionally. I am a business, contract and real estate lawyer with extensive experience in company formation, sale of businesses, business purchase and sale transactions, commercial and residential leases, employment and the sale of real property.

Recent  ContractsCounsel Client  Review:
5.0

"Lori provided the services exactly as described in the project scope. She was efficient and thorough in her feedback! I would reach out to her again in the future."

Sam Y. - Financial Lawyer in Montana
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5.0 (8)
Member Since:
October 30, 2024

Sam Y.

Managing Attorney
Free Consultation
Connecticut
9 Yrs Experience
Licensed in CT
Golden Gate University

I am a Connecticut-licensed business attorney with over a decade of combined legal and business-operations experience, including roles as in-house counsel, Director of Operations & Compliance, and Director of Growth. I provide practical, business-focused legal solutions to entrepreneurs, small and mid-sized businesses, and investors who need a trusted advisor that understands both the legal and operational realities of running a company.

Recent  ContractsCounsel Client  Review:
5.0

"Had great SaaS product legal knowledge and got me everything I needed."

Jo Ann G. - Financial Lawyer in Montana
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Member Since:
September 27, 2024

Jo Ann G.

Business Lawyer
Free Consultation
New York Metro Area
41 Yrs Experience
Licensed in CA, NJ, NY
California School of Law

Provides outside general counsel advice to corporate or individual clients with a vast range of legal and business matters. Has extensive general counsel experience in a wide range of legal areas. Has a background as an in house general counsel in the manufacturing, retail and consumer goods industries.

Hansen T. - Financial Lawyer in Montana
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Member Since:
October 2, 2024

Hansen T.

Technology Lawyer
Free Consultation
Los Angeles, CA
14 Yrs Experience
Licensed in CA
Loyola Law

Hansen Tong is the founder of a technology focused boutique law firm that focuses specifically on SAAS, data privacy, digital media, licensing, websites/apps, and AI.

Benjamin D. - Financial Lawyer in Montana
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Member Since:
October 8, 2024

Benjamin D.

Partner
Free Consultation
Hallandale Beach, FL
9 Yrs Experience
Licensed in FL, NJ, NY
Fordham Law School

Benjamin I. Dach, Ph.D., Esq. is an accomplished patent attorney with extensive experience across multiple fields, including intellectual property (IP) litigation, counseling, and prosecution, spanning copyrights, trademarks, and patents. Prior to Weiss & Arons LLP, Benjamin worked at several prestigious law firms, including Quinn Emanuel LLP, WilmerHale LLP, Loeb & Loeb LLP, and Haug Partners LLP. During his decade-plus of legal work experience, Benjamin has litigated several pharmaceutical patent cases involving drugs such as Lialda, Vyvanse, Intuniv, Oxtellar XR, Pomalyst, Revlimid, and Cabometyx. Benjamin has also drafted and prosecuted dozens of patent applications, and counseled clients on IP relating to biological drugs, messenger ribonucleic acid (mRNA) vaccines, and clustered randomly interspaced palindromic repeats (CRISPR). Benjamin earned his Ph.D. in chemistry from Columbia University, where his research focused on solid-phase polymer synthesis on silicon wafers and silica nanoparticles, with applications in drug delivery, solar energy, and semiconductors. His thesis, titled "Designer Polymer Superstructures from Solid Phase 'Click' Chemistry," highlights his expertise in the field. In addition to his scientific background, Benjamin also holds a J.D. from Fordham Law School, with a concentration in intellectual property and information law. Benjamin leverages his technical and legal backgrounds to maximize the value of his clients' IP portfolios. His strong commitment to science and law has made him a highly sought-after attorney in the areas of copyright, trademark, and patent law. Rated by Super Lawyers, Benjamin was selected to Rising Stars in Law. He is admitted to practice law in Florida, New York, New Jersey, and before the United States Patent and Trademark Office.

Nathan K. - Financial Lawyer in Montana
View Nathan
Member Since:
October 26, 2024

Nathan K.

Corporate Attorney
Free Consultation
Charlottesville, Virginia
7 Yrs Experience
Licensed in VA
Regent University School of Law

Corporate attorney with extensive experience managing the legal affairs for start-up, small, mid-size, and private equity backed companies. Highly skilled at drafting, negotiating, interpreting and closing contracts and transactions of all types. Have earned a reputation as being practical, down-to-earth, and possessing a keen ability to synthesize complicated legal issues and communicate to clients in a relatable and easily understandable fashion. My background includes working for the Chief Judge of the Virginia Court of Appeals, at private law firms, and, since 2019, serving as the General Counsel for multiple start-up, closely-held, and private equity backed companies within the energy, construction, and franchising industries.

Jerry C. - Financial Lawyer in Montana
View Jerry
Member Since:
October 29, 2024

Jerry C.

Partner
Free Consultation
HAWAII
30 Yrs Experience
Licensed in HI
Univ. of Hawaii, W. Richardson School of Law

I have been practicing law for over twenty years. My practice includes employment/labor law, alternative dispute resolution, estate planning, business and general civil matters.

Financial Legal Questions and Answers

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

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

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>
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