The McClure Firm

Welcome to The McClure Firm

Backed by 35 years of experience, The McClure Firm supports clients at every step of the valuation process. We work hand in hand with clients and their attorneys, accountants, and estate planning professionals.

Our Services

If you want personal attention paired with professional expertise, you have come to the right place. We offer a broad range of services for business owners, executives, and independent professionals at affordable rates. Our team is experienced and approachable — contact us for a free consultation.

Business and Estate Valuations

Over 35 years of experience have enabled Jeannie McClure to master industry-specific terminology and processes and to develop deep insight into the rules and regulations that affect our clients' businesses and estates.

Estate and Gift Tax

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

Our Practice Areas

Good planning is an ongoing process, so it pays to work with a firm that sees your whole picture and helps you get ready for life's challenges. Our team approach keeps your priorities front and center.

Estate & Gift Taxation Planning

Audits and IRS disputes over estate and gift taxes can be especially hard, and they often come up while families are still grieving. We understand how emotional and draining this period can be, and we provide caring counsel and compassionate, dependable representation while resolving complex estate and gift tax disputes. We help taxpayers and their other advisors evaluate litigation risk when preparing a return, work through estate and gift tax audits, advocate in IRS Appeals, and litigate in Tax Court and in refund litigation forums. The McClure Firm can explain the various aspects of gift and estate tax planning and identify the best way to pair prudent gift giving with tax minimization.

Succession Planning

If you own a business, a thorough succession plan is essential to make sure ownership transfers smoothly when the time comes. Do you want to keep the business in the family, or sell it to maximize the value of your investment? With the right exit strategy and succession plan, you can feel confident about the important decisions ahead. Running a business can be overwhelming, so it is understandable that many owners overlook planning for future management changes or the directions a company may take. Our experienced succession planning lawyer can draft a well-rounded plan so you can focus on running and growing the company. Business succession planning is a complex task no entrepreneur should ignore. Reach out to 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 wide range of corporate matters and transactions, such as debt financing, equity financing, mergers and acquisitions, cross-border transactions, and general corporate matters. Our focus stays on our clients' business needs and objectives, and we take pride in finding and crafting practical solutions.

Employee Stock Ownership Plans

Our attorneys have structured, implemented, and executed many of the largest and most complex transactions involving employee stock ownership plans (ESOPs). 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 wide range of ESOP transactions. Beyond transaction work, 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 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 — intellectual property, employee benefits, executive compensation, taxation, antitrust matters, real estate, environmental concerns, bankruptcy, and estate planning — and we coordinate guidance and resources across our 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 help uncover or prevent a full range of white-collar crime, including embezzlement, employee theft, securities fraud, bankruptcy fraud, and executive malfeasance.

Get a Free Consultation

If you are facing a legal challenge, we are here to help. The McClure Firm brings a broad range of skills and experience in business valuation, corporate transactions, financial forensics for divorce, and litigation support.

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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

Email: [email protected]

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