Practice Areas

Corporate/General Business

Sherin and Lodgen represents a diverse group of clients for all kinds of business needs, from start-up to sale. These include businesses involved in:

  • Manufacturing
  • Technology
  • Real estate
  • Energy
  • Oil
  • Nonprofit
  • Construction
  • Retail
  • Healthcare
  • Financial services
  • Internet, and
  • Many other industries

We’re especially deep in the areas of closely-held businesses, nonprofits, franchise and tax.

Our attorneys work closely with our clients, establishing long-term relationships with an emphasis on personal service and an understanding of our clients’ business and legal needs. Our capabilities include:

  • Commercial lending
  • Contracts and licensing
  • Distribution
  • Employment
  • Employment discrimination
  • Executive compensation
  • Franchise
  • Intellectual property (copyright, internet law, licensing, trademarks)
  • Joint ventures
  • Mergers and acquisitions
  • Ownership structure
  • Private placements
  • Real estate
  • Sales of assets and stock
  • Shareholder buy-outs
  • Start-ups
  • Tax

We pride ourselves on helping clients clearly understand the issues of any particular transaction, offering practical, results-oriented advice and representation.

Closely-held businesses

Closely-held and family-owned businesses regularly seek our advice. Our attorneys work on:

  • Transfer of ownership and management to the next generation
  • Restrictions on transfer of shares, and
  • General advice and counsel

We also have experience in dealing with shareholder disputes in closely-held corporations, including litigation and buy-outs.


Our firm has earned a reputation for representing nonprofit organizations, including:

  • Educational institutions
  • Social service agencies
  • Museums and arts institutions, and
  • Religious and scientific associations

In addition to providing general corporate advice, our attorneys assist our nonprofit organizations with tax, regulatory and other issues that are specific to nonprofit entities, including:

  • Charitable and tax-exempt qualification
  • Education law
  • Executive compensation
  • Fundraising regulation
  • Health law
  • Mergers and acquisitions
  • Restructuring and dissolution
  • State and federal regulation
  • Tax-exempt finance

One reason we are sought out is our perspective. Many of our attorneys, for example, are nonprofit board members themselves, something that brings a sensitivity to the unique challenges of the nonprofit world.


Sherin and Lodgen counsel have often represented:

  • Franchisors in drafting and registration of franchise offerings for national and regional franchises, and
  • Franchisees in negotiations to purchase franchise locations and in the enforcement of franchisee rights

We assist in both the registration of trademarks and the protection of proprietary ownership, thanks to our knowledge of trademark application and licensing.

Representative Experience

  • Sale of assets of natural food manufacturer to large natural foods company
  • Transfer of ownership of corporate entities to next generation
  • Uniform franchise offerings circular for national franchises and registration of the offerings in appropriate registration states
  • Negotiation and purchase of national franchise operations
  • Application and registration of trademarks, service marks and copyrights
  • Enforcement of licensing arrangements
  • Merger of related organizations into single state affiliate of a national charity
  • Multimillion dollar tax-exempt bond issuance for construction of large private preparatory school
  • Investigations by the Massachusetts Attorney General’s Office, including whistleblower claims, failure to disclose, related party transactions and failure to operate in accordance with charitable purpose

Practice Area Chair

C. Forbes Sargent III


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