Professional Services

At Coblentz, we make it our business to understand your business. That’s because we know that to provide the best counsel for professionals, we must know their business from the ground up.

In our representation of a range of professionals—from accounting firms to architects—we provide timely, practical solutions in both corporate and litigation matters.

Corporate

Coblentz’s partners advise architects, accountants, engineers, venture capital firms, hedge funds, investment advisors, law firms, physicians, and advertising and marketing firms on every phase of their professional practice: formation, leadership succession, mergers and acquisitions (both buy and sell side), admission and removal of partners, and general operations matters.

Our professional services clients benefit from our experience in the full range of services we provide, including corporate and tax planning and compliance and regulatory assistance.

Our experience includes:

  • Assisting companies with the acquisition of other firms to acquire better geographical coverage, more critical mass, additional leadership or to expand areas of expertise
  • Counseling on the sales of professional firms
  • Amending or creating new partnership agreements and arrangements
  • Removing under-contributing partners or otherwise led management changes

Litigation

We defend auditors and accountants in federal court and in state courts throughout California.

We have represented accounting firms in securities, tax, auditing malpractice, and fraud cases, and we are frequently called upon to defend or respond to third-party depositions and subpoenas. We also represent mid-size accounting firms and individual accountants, both in the defense of their audit and other accounting work and in litigation prevention and risk management.