Working primarily with small to medium-size business owners, Margaret Anne’s clients are generally looking for advice on how to structure their business most efficiently for their day-to-day operations and how to transfer cash and other assets out of the company to children, siblings or other family members. Margaret Anne has a diverse client base, which includes small to medium-size businesses, sole proprietors and private corporations, agricultural, manufacturing, engineering and architectural companies, insurance companies and individuals requiring property purchases and sale or estate planning advice. Some examples of the services she has performed for these clients include:
- Negotiating business transactions and organizing companies to undertake new business ventures.
- Securing commercial mortgages and loans.
- Dealing with the purchase and sale of real and personal property.
- Providing advice on estate planning, including wills and family trusts.