The McClure Firm

Welcome to The McClure Firm

With 35 years of experience, The McClure Firm guides clients through every stage of the valuation process. We collaborate closely with clients alongside their attorneys, accountants, and estate planning professionals.

Our Services

If you're seeking a blend of personal attention and professional expertise, you've found it. We provide a wide range of services for business owners, executives, and independent professionals at affordable rates. Our team is experienced and approachable, so reach out for a complimentary consultation.

Business and Estate Valuations

More than 35 years of experience have allowed Jeannie McClure to absorb industry-specific terminology and processes and to build thorough insight into the rules and regulations affecting our clients' businesses and estates.

Estate and Gift Tax

Our estate and gift tax reports are frequently used for estate planning, filing estate and gift tax returns, implementing buy-sell agreements, funding key-person insurance, and charitable gift transactions.

Our Practice Areas

Effective planning is an ongoing process, so it's essential to work with a firm that considers your whole picture and helps you prepare for life's challenges. Our team approach keeps your priorities front and center.

Estate & Gift Taxation Planning

Audits and IRS disputes involving estate and gift taxes can be especially difficult, and they often arise while people are still grieving the loss of a loved one. We recognize this can be an emotional and exhausting time. We offer caring counsel and compassionate, trustworthy representation while concentrating on resolving complex estate and gift tax disputes. We help taxpayers and their other advisors assess litigation risk when preparing a return, navigate estate and gift tax audits, advocate in IRS Appeals, and litigate in Tax Court and in refund litigation forums. The McClure Firm can explain various aspects of gift and estate tax planning and identify the best way to combine prudent gift giving with tax minimization.

Succession Planning

If you own a business or company, you need a comprehensive succession plan to ensure ownership transfers successfully when the time comes. Is your goal to keep the business in the family? Do you want to sell your company to maximize the value of your investment? With the right exit strategy and succession plan, you can feel confident about the important business decisions ahead. Running a business can be overwhelming, so it's understandable that many owners forget to plan for future management changes or the directions a company may take. Our experienced succession planning lawyer can draft a well-rounded plan for your business so you can focus on running and growing it. Business succession planning is a complex task no entrepreneur should ignore. Get in touch with our team to receive legal counsel from professionals you can rely on.

Corporate Transactions

The McClure Firm represents domestic and international clients, including multinationals, Fortune 500 companies, conglomerates, financial institutions, private equity firms, and start-ups, across a broad range of corporate matters and transactions such as debt financing, equity financing, mergers and acquisitions, cross-border transactions, and general corporate matters. Our focus is always on our clients' business needs and objectives, and we take pride in finding and crafting practical solutions.

Employee Stock Ownership Plans

The McClure Firm attorneys have structured, implemented, and executed many of the largest and most complex transactions involving employee stock ownership plans (ESOPs). Our clients have used ESOPs to:

• Create shareholder liquidity on a tax-advantaged basis
• Fulfill broad-based employee ownership
• Enable management-led buyouts (MBOs) of subsidiaries, divisions, portfolio companies, and businesses
• Facilitate roll-up transactions
• Implement private equity investments on a tax-advantaged basis

We regularly represent institutional trustees and independent fiduciaries, employers, senior and mezzanine lenders, and private equity firms in a broad range of ESOP transactions. Beyond ESOP transactions, our attorneys frequently represent ESOP companies in ongoing compliance and regulatory matters, and our trial attorneys have successfully represented ESOP fiduciaries in notable cases.

Mergers & Acquisitions

The McClure Firm represents U.S. and international companies and private equity firms in domestic and international mergers and acquisitions across a wide variety of industries. We represent both buyers and sellers and excel at handling complex cross-border transactions. Our strength lies in understanding and appreciating our clients' business objectives and crafting thoughtful, practical solutions to achieve them. Several of our partners spent years on the client side overseeing M&A transactions. Mergers and acquisitions typically touch many areas, such as intellectual property, employee benefits, executive compensation, taxation, antitrust matters, real estate, environmental concerns, bankruptcy, and estate planning. We coordinate guidance and resources from across our various legal practice areas to address your specific needs.

Financial Forensics for Divorce

The McClure Firm offers discreet forensic research separate from financial recovery services. Our capabilities and experience are often requested for mergers, business buyouts, property transfers, estate planning, and marriage dissolutions. Financial forensic research can also be used to uncover or prevent a full range of white-collar crime, including embezzlement, employee theft, securities fraud, bankruptcy fraud, and executive malfeasance.

If You Have a Legal Problem, We Are Available

The McClure Firm has a broad range of skills and experience in Business Valuation, Corporate Transactions, Financial Forensics for Divorce, and Litigation Support.

Quick Links

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Services

• Estate & Gift Taxation Planning
• Succession Planning
• Corporate Transactions
• Employee Stock Ownership Plans
• Mergers & Acquisitions
• Financial Forensics Services

News

Why it's time for investors to go on defense

Working Hours

• Monday – Friday: 8:00 – 18:00
• Saturday: Closed
• Sunday: Closed

We Are Here

1225 N Loop W #1050, Houston, TX 77008, USA

Phone: +1 713-622-6000, Fax: +1 713-266-1412

Email: [email protected]

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