Business Minded. Purpose Driven.
Willie is a member of the firm’s Business Law, Mergers and Acquisitions, Tax Advice, Planning, and Controversy, and Estate and Succession Planning Practice Groups. As a Certified Public Accountant and a former banker, Willie is able to analyze financial statements and tax returns to improve his understanding of how a business operates in order to provide customized legal solutions. Willie enjoys helping business owners and individuals problem solve, build their businesses, and plan for the future.
Willie Assists Clients With
- Mergers, acquisitions, and recapitalizations of businesses
- Business entity formation and organization, including drafting and negotiating operating agreements and shareholder agreements
- Business succession planning
- Tax-exempt organizations
- Complex commercial contract negotiations and drafting
Experience/Representative Client Work
- Tax Consultant at a Big Four accounting firm
- Legal Extern at the IRS Chief Counsel’s Office
- Student Attorney at the University of Wisconsin Law & Entrepreneurship Clinic
- Corporate Banker at a large regional bank
Professional Associations & Affiliations
- Member, State Bar of Wisconsin
- Member, Milwaukee Bar Association
- Member, American Bar Association
- Member, Milwaukee Young Lawyers Association
- Young Professionals Committee, Wisconsin Institute of Certified Public Accountants
- Member, American Institute of Certified Public Accountants
- Member, ACG Next Gen
Awards/Distinctions
- Certified Public Accountant, State of Wisconsin
- Dean’s List, Marquette University
Community Involvement
- Board Member, Herbivorous Acres
- Volunteer, Milwaukee Justice Center
Articles and Publications
- “LLCs and Standing to Sue: Wisconsin Supreme Court Weighs In” State Bar of Wisconsin, Business Law Section Blog, website article (December 2, 2019)
- Author, “Suiting the Needs of the Client: Modifying the WB-17 Offer to Purchase,” State Bar of Wisconsin, Business Law Section Blog, website article (August 13, 2018)
- Author, “Avoiding Pitfalls When Adding Sweat Equity Members in an LLC,” website article (September 15, 2017)
