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

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...

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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...

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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...

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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...

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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...

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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...

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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...

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The Great Reset: Rebuilding to the Next Normal

Davis|Kuelthau is partnering with the Metropolitan Milwaukee Association of Commerce and the Milwaukee 7 Regional Partnership to present the M7 Annual (virtual) Forum, The Great Reset: Rebuilding to the Next Normal on May 26, 2021, from 8:00 AM - 12:00 Noon CST. The COVID-19 crisis has placed the leaders of Southeast Wisconsin at a crossroads of balancing short-term challenges with long-term...

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Milwaukee Business Journal’s Family-Owned Business Virtual Event

Davis|Kuelthau is a proud sponsor of the Milwaukee Business Journal’s Friday, May 14, 2021, Family-Owned Business Virtual Event. Click here to access the on-demand video. Family-owned businesses make up 80 to 90% of all businesses in North America.  2021 has most certainly not been family business as usual. In addition to the unique set of benefits and challenges, the pandemic has added another...

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Related D|K Publications

President Biden Announces, “Path Out of the Pandemic” With New Employer Mandates

President Biden Announces, “Path Out of the Pandemic” With New Employer Mandates

On September 9, 2021, President Biden directed the Department of Labor’s Occupational Safety and Health Administration (OSHA) to develop a rule that will require all employers with 100 or more employees to ensure their workforce is fully vaccinated or require any unvaccinated workers to produce a negative test on a minimally weekly basis prior to attending work. The directive to OSHA was part of...

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M&A Market is Still Hot—For Now

M&A Market is Still Hot—For Now

By: Kathryn M. Blom The M&A market has been booming, with the last five years moving at a head-spinning pace. COVID-19 may have momentarily dampened the market, but the fourth quarter of 2020 rebounded to be the strongest quarter in recent memory. 2021 is setting up to look even stronger, but all good things come to an end. Eventually. Given all the uncertainty—interest rates, tax rates,...

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Costly Mistakes Employers Make with Their Non-Competition Agreements. Plus:  Looking Ahead to Biden’s Push to Increase Competition

Costly Mistakes Employers Make with Their Non-Competition Agreements. Plus: Looking Ahead to Biden’s Push to Increase Competition

By: Laurie E. Meyer Many employers utilize “restrictive covenant” agreements (such as non-compete agreements, non-solicitation agreements, and non-disclosure agreements) to protect their confidential information, customer relationships, trade secrets or other intellectual property, and to otherwise prevent unfair competition.  This article will review many of the common mistakes employers make...

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New CMS Regulation Will Require Vaccination for Nursing Home Staff

New CMS Regulation Will Require Vaccination for Nursing Home Staff

By: Anne V. O'Meara and Laurie E. Meyer On August 18th, President Biden announced that his Administration will require nursing homes to mandate staff to be vaccinated against COVID-19 as a condition for facilities to receive funding from Medicare and Medicaid. This new requirement would apply to nearly 15,000 nursing home facilities, which employ approximately 1.6 million workers and serve...

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President Biden Announces, “Path Out of the Pandemic” With New Employer Mandates

Long COVID and Mental Health Considerations Moving Forward

On July 26, 2021, the Department of Justice (DOJ) and Department of Health and Human Services (DHS) issued guidance defining “long COVID” and listing the condition as a disability under the Americans with Disabilities Act (ADA) Section 504 of the Rehabilitation Act (Section 504) and Section 1557 of the Affordable Care Act (Section 1557).  The symptoms that produce long COVID may make an employee...

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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...

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U.S. Bill Would Require More Staffing and Curtail Arbitration in Nursing Homes

U.S. Bill Would Require More Staffing and Curtail Arbitration in Nursing Homes

Nursing homes would face minimum staffing requirements and a prohibition on pre-dispute arbitration agreements, among other significant potential changes included in legislation introduced last week by a group of Democratic senators. The bill would also explore future possibilities for smaller, more private nursing homes. The Department of Health and Human Services would report to Congress...

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Capping 1031 Exchanges Would Cripple Wisconsin’s Commercial Real Estate Economy and Farmers

Capping 1031 Exchanges Would Cripple Wisconsin’s Commercial Real Estate Economy and Farmers

An essential tool in the rebuilding of our American economy is at serious risk as part of the $1.8 trillion American Families Plan being considered in Washington – and the damage will be felt in every state, city and town still reeling from the ravages of COVID-19. For the last 100 years, like-kind exchanges, which allow investors to defer taxes on the sale of a property if the proceeds are...

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U.S. Bill Would Require More Staffing and Curtail Arbitration in Nursing Homes

CMS Reinstates Per-day Fines for Noncompliance in Long-term Care

By: Alec Dobson Long-term care facilities face increased potential for daily fines for non-compliance, rather than single fines, under recent action by the Centers for Medicare & Medicaid Services. Daily fines had been more common until the Trump Administration, in July 2017, instructed regulators to typically impose civil monetary penalties only on a per-instance basis, rather than for each...

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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...

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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.