Family Business Resources

At Davis|Kuelthau, we appreciate that family-owned businesses are the backbone of the U.S. economy and that each has a unique ethos integrated into the fabric of their existence.  The value we provide is in maintaining the integrity of that unique ethos while protecting your business interests so you can focus on what you do best — whether it’s construction, health care, manufacturing, real estate development, retail, professional services, or any of the many other critical industries we proudly support throughout Wisconsin and the United States.

From daily operational guidance to corporate governance to succession planning, D|K is dedicated to being a valued resource that neither overwhelms nor underwhelms your objectives.  Whether mitigating risk, assessing real estate and intellectual property assets, revamping workforce policies, or refining transition plans, we are here for you — from the boardroom to the courtroom and beyond.

A collective commitment to our businesses, families, and those we serve unites us — along with the question: where do we go from here?

Below are a few examples of the many complimentary business and legal resources that we offer to our clients. For additional details or to consider Davis|Kuelthau for your outside general counsel needs, contact any of our attorneys directly or initiate a communication through our Contact Us online inquiry form.

Milwaukee Business Journal’s Family-Owned Business Virtual Event

Local business experts share case studies examples and solutions to real-life challenges to family-owned businesses with successful outcomes.  This event is a must for all family-owned business leaders.

Family & Closely Held Business Summit 2021

Learn how to navigate the complex issues of maintaining a successful, sustainable family or closely-held business.

Related D|K News & Events

What’s Next for Employers: OSHA’s Vaccine and Testing Mandate

What’s Next for Employers: OSHA’s Vaccine and Testing Mandate

On Tuesday, November 16, 2021, litigation pending in several federal circuits regarding the federal vaccine/testing mandate described below was consolidated in the U.S. Court of Appeals for the Sixth Circuit.  Below, we summarize the mandate, discuss the various court developments, and provide guidance as to steps employers could take while the legal challenges continue. OSHA Issues ETS Mandate...

read more

Cocktail Hour Briefing | Biden Administration: Developments and Outlook on Employment Regulations

Since inauguration, the Biden administration has taken several steps to inject its agenda into the American labor and employment sphere, making executive orders and advancing policies that may significantly impact private and public sector employers for years to come.  Please join the Davis|Kuelthau Labor and Employment team for a casual, yet candid, discussion as to the first six months of...

read more
Corporate Transparency Act and its Impact on Your Business

Corporate Transparency Act and its Impact on Your Business

On January 1, 2021, Congress passed the Corporate Transparency Act (the “CTA”), which requires all entities formed in or registered to do business in the United States to report beneficial ownership information to the Financial Crimes Enforcement Network (“FinCEN”), subject to some exceptions, by no later than January 1, 2022. Although the CTA was intended to make it more difficult to operate...

read more

Milwaukee Business Journal – Real Estate CEO Roundtable Discussion

Davis|Kuelthau is a proud sponsor of the Milwaukee Business Journal’s Real Estate CEO Roundtable scheduled for July 20, 2021. The area’s leading local development executives will convene at this exclusive forum to discuss critical trends and concerns impacting current development projects. Guests will be announced in the coming weeks. Stay tuned for the Business Journal’s release of the...

read more
Why “Red Teaming” is Critical When Selling a Business

Why “Red Teaming” is Critical When Selling a Business

The military spends a lot of time planning, updating plans, scrapping plans and replanning. If you’ve ever served, you can attest to the amount of time and effort required to nail down every variable that is considered and planned for to achieve an objective. In many ways, your company is like the military. You spend time and effort creating business processes, tracking data, evaluating, and...

read more

Family & Closely Held Business Summit 2021

Davis|Kuelthau is sponsoring BizTimes Media’s Family and Closely Held Business Summit on June 29, 2021, at Brookfield Conference Center from 2:00 – 6:30 PM. Join other family & closely held companies as they navigate the complex issues of maintaining a successful, sustainable family or closely-held business. It’s your opportunity to learn and network with others who are on the same journey...

read more

Webinar | How Much Environmental Cleanup Will Your Insurance Actually Pay For?

Davis|Kuelthau in partnership with EnviroForensics, Drycleaning & Laundry Institute (DLI), and Cleaner & Launderer will present, How Much Environmental Cleanup Will Your Insurance Actually Pay For?, a live webinar on Wednesday, June 16th at 12:00 - 1:00 PM CDT. Register Today! This webinar is for drycleaners who are interested in learning more about how state-by-state caselaw can affect...

read more
Appleton Real Estate Investors Association: Advisor Panel

Appleton Real Estate Investors Association: Advisor Panel

Davis|Kuelthau Corporate attorney, Kevin Eismann teamed up with industry leaders and will share valuable information to real estate investors during the Real Estate Investors Association (REIA) monthly meeting in Appleton on June 15. During this meeting Kevin along with David Bailey, CPA with Endries Otto, and Jason Stendalen, owner of C4 Insurance, will discuss entity selection, proper asset...

read more
Appleton Real Estate Investors Association: Advisor Panel

EPI Exit Planning Ecosystem Webinar Series: Key Components of an Effective Buy-Sell-Agreement

Davis|Kuelthau Corporate and Succession Planning Attorney Kevin Eismann will present Key Components of an Effective Buy-Sell Agreement on May 27, 2021 at 12:00 CST as part of the EPI Exit Planning Ecosystem Webinar Series.  Every very closely held entity that has more than one owner should have a buy-sell agreement. One of the main purposes of a Buy-Sell Agreement is to prevent disputes between...

read more

Related D|K Publications

Overtime, Extra Comp, and the FSLA – Oh My!

Overtime, Extra Comp, and the FSLA – Oh My!

Labor and Employment Attorney Anthony (Tony) Steffek will present at the Manufacturing First Expo and Conference on Wednesday, Oct. 26, 2022 at the Resch Expo Center in Green Bay, WI. In today’s tight labor market, employers are taking various steps to ensure shifts are covered and that orders are filled on time and with quality. Allowing extra overtime and paying additional compensation (shift...

read more
Why “Red Teaming” is Critical When Selling a Business

Reverse Diligence in M&A: How Attorneys Can Use Red Teaming in the M&A Process

Corporate and M&A Attorney Rob Macklin will present "Reverse Diligence in M&A: How Attorneys Can Use Red Teaming in the M&A Process" on September 27th. As a former Naval intelligence officer who served with, among other units, SEAL Team 8, we regularly used a process called “Red Teaming” to expose problems in our own plans and processes. We tasked people with outside perspectives –...

read more
5 Easy and Necessary Steps to Help Prevent & Protect Against Future Litigation

5 Easy and Necessary Steps to Help Prevent & Protect Against Future Litigation

Commercial Litigation Attorney Heather Macklin will present "5 Easy and Necessary Steps to Help Prevent & Protect Against Future Litigation" at the Construction Financial Management Association's (CFMA) Midwest Regional Conference on September 22, 2022. The construction industry faces unique challenges. Disputes over quality, timing, and non-payment are common between project owners and...

read more

Davis|Kuelthau’s Breakfast Briefing Series

D|K proudly hosts complimentary Breakfast Briefing programs for clients and contacts across the Green Bay, and the Greater Fox Valley region. These programs are designed to assist employers in minimizing the risk of employment liability on the state and federal level. Each program in the series combines an overview of the law with practical business advice covering a current topic in the labor...

read more

Davis|Kuelthau Expands Corporate and Litigation Teams with Attorneys John D’Jock and Emily Behn

MILWAUKEE, WI — Davis|Kuelthau, s.c. is pleased to announce the expansion of its Corporate Team with the addition of Associate Attorney John D'Jock and its Commercial Litigation Team with the addition of Associate Attorney Emily Behn. John first worked at Davis|Kuelthau as part of the firm’s 2021 Summer Associate internship class while he finished his law degree.  His practice focuses on...

read more
Green Bay Chapter SHRM Annual Legal Update

Green Bay Chapter SHRM Annual Legal Update

On September 14th, Davis|Kuelthau Labor and Employment Attorneys Bob Burns, James Kalny, Tony Steffek, and Abby Tilkens will present at the Green Bay Chapter SHRM's Legal Update Conference.   ABOUT THE PROGRAM: OPENING: General Session - Legal Updates - This opening session will discuss new developments in the law, including new statutes, important court decisions, and regulatory activity...

read more

2022 Wisconsin Retail Conference presented by CARW & ICSC

Davis|Kuelthau is a proud supporter of the Commercial Association of REALTORS® (CARW) and International Council of Shopping Centers (ICSC) Retail Conference being held in Milwaukee. This event will feature several keynote speakers, industry roundtables, and networking opportunities with roughly 400 retail and commercial real estate professionals. This conference will take place at Potawatomi...

read more

Davis|Kuelthau Corporate and Real Estate Attorneys Honored as BizTimes 2022 Rising Stars in Law

Davis|Kuelthau proudly encourages the celebration of those who go above and beyond in the legal industry. Together, we extend a special congratulations to our Corporate and Real Estate colleagues, Mike Van Someren and Ryan Spott. Mike Van Someren 2022 BizTimes Rising Star in Law Mike serves as chair of the firm’s capital markets team and is a member of the real estate, commercial finance, and...

read more

Email Account Compromise – What Is It And How Can Your Business Protect Itself From It?

Scamming, phishing, pharming, vishing -- people in the business world are well aware that hackers and other fraudsters have developed a myriad of schemes designed to obtain sensitive personal information and money. Every year, these schemes cause businesses to suffer significant financial losses.  The FBI estimates that in 2020 business email compromise (“BEC”) and email account compromise...

read more

The IRS Extends Time to Make Portability Election

The IRS recently extended the period of time during which a surviving spouse can make a “portability election,” which enables the surviving spouse to reduce or eliminate federal estate taxes that otherwise may be due at the surviving spouse’s death. In 2022, every person has a federal estate tax exclusion amount – an amount that can be gifted during their lifetime or passed to beneficiaries at...

read more

Additional Business Resources

  1. New North’s ‘In the New North’ Video Series: Complimentary videos for employers to post on their websites to help spur interest in the greater New North region among potential new hires.
  2. New North’s Gold Shovel Site Certification: Identifies your property to developers, site selectors and companies looking for suitable expansion locations.
  3. WEDC’s Certified In Wisconsin® Program: Provides the reviews, documents and assessments required for industrial use.
  4. WEDC’s Locate In Wisconsin® Tool: Searchable available sites along with perspectives on communities, laborforce data and more.
  5. WEDC Newsletter Subscription: Receive complimentary news and related resources from WEDC.
  6. WEDC’s ThinkMakeHappen In Wisconsin®: Marketing initiative geared to help generate outside interest among potential workforce candidates.
  7. WEDC’s Workforce Training Grants: Assists businesses in workforce retention and expansion into new markets and technology.
  8. WEDC’s Veteran Hiring Initiative: Resources for employers interested in hiring veterans.
  9. Wisconn Valley site: A resource providing news and tools for tapping into various Foxconn related opportunities.
  10. Wisconn Valley Small Business Capacity Building Sessions: Addresses barriers to bidding and provides strategies and tools to overcome those barriers.
  11. WI Supply Chain Marketplace Site Founded by New North: Directory provides companies with a means to find Wisconsin suppliers.
  12. WI Veterans Affairs Resource Site: Listing of Wisconsin programs, benefits and services for veterans.