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
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...
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...
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...
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...
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...
Available for Download: Proposed Wealth Tax Changes Under the Biden Administration
Click here to access the handout from Davis|Kuelthau’s breakout session at the Family Business Summit from June 29th. This resource provides a summary of the current wealth tax system, the proposed changes, and steps to consider now or in the near future to minimize such taxes.
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...
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...
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...
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...
Related D|K Publications
Overview of Intellectual Property, Its Value and Protecting Your Assets – Virtually!
In partnership with the Green Bay Urban Hub and Start-Up Week, Intellectual Property and Patent Attorney Mike Bendel will present "Overview of Intellectual Property, Its Value and Protecting Your Assets – Virtually!" During this presentation, Mike will share the basics of Intellectual Property basics, how to spot the issues and opportunities, and what to do to protect your Ass….ets. Don’t...
Social Media, Intellectual Property and Protecting Your A$$ets!
Intellectual Property Attorneys Mike Bendel and Alexis Merbach Hedtke will present "Social Media, Intellectual Property and Protecting Your A$$ets!" during Startup Appleton Week. Social media is in the middle of many things we do these days. Thus, intellectual property law gets pulled right in and failure to take basic steps to protect your assets can be detrimental to your intellectual property...
Straight Talk on Staffing Solutions to Combat the Labor Crisis
Davis|Kuelthau Labor & Employment Anthony (Tony) Steffek will be a panel member at the 2022 Wisconsin Lodging Conference on November 7th. During this session, the panel will dig into the staffing crisis in the lodging industry and share new approaches to navigate this complicated landscape. The lodging industry is facing a hiring crisis. While sales and demand bounce back, many properties...
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...
Real Estate Attorney Brian Randall Representing FPC Live Cited on Bucks Proposed Road
Commercial Real Estate attorney Brian C. Randall’s comments were noted in the Urban Milwaukee article, Eyes on Milwaukee: Bucks Building Street Through Bradley Center Site. Relative to his representation of FPC Live and their development work with the Bucks, Brian’s statement addressed elements of the pending $50 million proposal which would include the addition of a street grid with a private...
Litigation Attorney Dillon Ambrose Honored by MBJ as a 2022 Veteran in Business Awardee
Davis|Kuelthau, s.c. is pleased to announce that Shareholder Dillon Ambrose has been selected by the Milwaukee Business Journal as one of the 2022 Veterans in Business Awardees. Dillon is one of 12 other Wisconsin U.S. military veterans who have been honored for making significant achievement in their career and company. The 2022 awardees are honored for being influential thinkers whose...
Introducing Amundsen Davis LLC
The law firms of SmithAmundsen LLC and Davis|Kuelthau s.c. announce today that they will formally combine on November 1, 2022 to form Amundsen Davis, LLC. The new entity will be comprised of more than 230 attorneys. Amundsen Davis will operate 12 offices throughout Illinois, Wisconsin, Missouri, Indiana and Ohio. While its brick and mortar presence is regional, Amundsen Davis will serve clients...
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 –...
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...
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...
Additional Business Resources
- 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.
- New North’s Gold Shovel Site Certification: Identifies your property to developers, site selectors and companies looking for suitable expansion locations.
- WEDC’s Certified In Wisconsin® Program: Provides the reviews, documents and assessments required for industrial use.
- WEDC’s Locate In Wisconsin® Tool: Searchable available sites along with perspectives on communities, laborforce data and more.
- WEDC Newsletter Subscription: Receive complimentary news and related resources from WEDC.
- WEDC’s ThinkMakeHappen In Wisconsin®: Marketing initiative geared to help generate outside interest among potential workforce candidates.
- WEDC’s Workforce Training Grants: Assists businesses in workforce retention and expansion into new markets and technology.
- WEDC’s Veteran Hiring Initiative: Resources for employers interested in hiring veterans.
- Wisconn Valley site: A resource providing news and tools for tapping into various Foxconn related opportunities.
- Wisconn Valley Small Business Capacity Building Sessions: Addresses barriers to bidding and provides strategies and tools to overcome those barriers.
- WI Supply Chain Marketplace Site Founded by New North: Directory provides companies with a means to find Wisconsin suppliers.
- WI Veterans Affairs Resource Site: Listing of Wisconsin programs, benefits and services for veterans.