Brad has nearly four decades of experience representing design professionals and construction industry businesses with business organization, succession planning, mergers, sales, and acquisitions. He takes a practical approach in advising his clients at every stage of business from start-up to expanding to selling or transition. He weighs the risks and benefits of his clients’ opportunities, ensuring they understand their options and optimal solutions. Brad knows the challenges developers, architects, engineers, contractors, and other design professionals encounter because of his first-hand experience as a contractor in Central Oregon as a young adult. He uses his construction industry knowledge in combination with his many years of practicing law to focus on achieving his clients’ goals and objectives.
A substantial piece of Brad’s practice is business succession planning, the art of structuring, documenting, and implementing the transition of the ownership, control, and value of a business. Brad advises all business owners to have an exit strategy that will enable them to leave the operations or ownership of the business to others, whether through sale or transfer to other owners or employees. He structures and negotiates the sale or transition of many businesses and coordinates the transaction with other professional advisors to minimize the client’s tax liability.
Brad provides concrete advice addressing organizational needs, structuring, restructuring, and capitalizing new entities to enable them to grow and succeed. He routinely handles issues including entity choice, capitalization and tax structuring, equity financing from private and institutional sources, and debt financing. Brad serves as general counsel to a variety of closely held businesses, guiding their business planning in areas such as buy-sell agreements, incentive or nonqualified stock options and grants, deferred compensation plans, independent contractor agreements, and distributor agreements.
Brad enjoys solving complicated issues for his clients and working with them to make tough decisions a little less difficult. When he is not working on closing deals, you can find him climbing or trekking anywhere from the Cascade mountains to Nepal.
- B.S. Political Science, Oregon State University, 1979
- M.B.A., Willamette University, Atkinson Graduate School of Management, 1984
- J.D., Willamette University College of Law, 1984
- State of Oregon
- State of Washington
- U.S. District Court, District of Oregon
- U.S. Tax Court
Membership and Activities
- Evergreen Habitat for Humanity, President (2021), VP (2020), Board Member (2006 – 2012) and (2019 – current), Past Treasurer
- Clark County Bar Association
- Construction Financial Management Association
- Greater Clark County Rotary Club, Past President
- Clark County Rotary Foundation, Past President
- “Exit Planning: A Case Study on When and How,” Webinar, American Council of Engineering Companies, February 2019
- “Time is Money: A Succession Planning Guide,” Jordan Ramis and Leo MacLeod Breakfast Seminar, April 2018
- “Succession Planning,” Asphalt Paving Association of Oregon, December 2017
- “Succession Planning,” Oregon Association of Nurseries, November 2017
Oregon Corporate Activity Tax: More Questions than Answers
March 23, 2020
By Thomas B. Eriksen, Attorney This article was orginially published in the March 20, 2020 edition of the Daily Journal of Commerce Oregon. On Thursday, May 17, 2019, Governor Kate Brown signed into law HB 3427, imposing a Corporate Activity…
New Oregon Gross Receipts Tax To Impact the Design and Construction Industry
July 23, 2019
By Thomas B. Eriksen, Attorney & Kathleen M. Bertero, Attorney This article originally appeared in the July 19, 2019 edition of the DJC Oregon. On Thursday, May 17, 2019, Governor Kate Brown signed into law HB 3427, imposing a gross…
Qualified Opportunity Funds
January 30, 2019
By Thomas B. Eriksen, Attorney This article originally appeared in the January 18, 2019 edition of the Vancouver Business Journal. The 2017 Tax Cut and Jobs Act (“Act”) enacted new tax incentives called Qualified Opportunity Funds (“QOF”) to encourage investment…