Daniel F. Wheeler, Attorney at Law
Buchalter Nemer
Daniel Wheeler is Senior Counsel at the law firm of Buchalter Nemer. Dan and his firm advise numerous family-owned companies, entrepreneurs and founders, and start-up companies.
Corporate Transactions
Mr. Wheeler advises clients on sophisticated core corporate transactions including:
1. mergers, asset and stock sales, tender offers and similar transactions
2. entity selection and business formation
3. corporate governance
4. founder agreements, buy-sell agreements and similar agreements
5. employment agreements
6. stock and asset purchase transactions
7. joint ventures
Financing
Mr. Wheeler advises on a wide range of financing transactions:
1. angel and venture capital investments
2. secured and unsecured debt instruments and commercial loans
3. letters of credit
Tax
Mr. Wheeler’s colleagues have extensive experience in income tax planning, estate and gift taxation, corporate formation and planning, retirement planning, partnership/limited liability company taxation, and IRS tax controversies.
General Business Operations
Mr. Wheeler helps his clients safely navigate operational, regulatory and liability risks in general business operations:
1. negotiating and terminating agreements with vendors and service providers
2. equipment and real estate lease review and negotiation
3. license agreements
4. strategic advice on coverage issues with insurers
5. general intellectual property counseling
Regulatory
1. Careful analysis and advice about potential licensing and compliance issues
2. Assistance in securing licenses and permits and in obtaining exemptions
General
Dan earned his law degree in 1997 from New York University School of Law where he served as senior staff editor of the Environmental Law Review. Dan received his B.A., magna cum laude, from Indiana University of Pennsylvania in 1993.
Recent Publications and Speeches
1. Lending and Credit Digest, March 2009, Don’t Ignore Your Borrowers’ Tax Assets
2. Western Independent Bankers 2009 Annual Conference, Current Banking Regulatory Topics
3. North Bay Business Journal, Executive Legal Guide, Banking with Trusts, July 25, 2005
4. Press Democrat, Corporate Governance Critical to Success, April 26, 2004
5. North Bay Business Journal, Executive Legal Guide, Spotting Governance Problems in Your Company, July 26, 2004