Alex assists stakeholders of closely held businesses on organizational matters, business succession planning and mergers and acquisitions, as well as other complex sale transactions, including establishing and operating employee stock ownership plans (ESOPs). He provides strategic guidance to business owners and shareholders on entity formation, compliance, contract review, tax planning and an array of business succession objectives. He also counsels nonprofit organizations in mergers, acquisitions and fundamental change transactions, and in filing for tax-exempt status and general compliance issues.
- Berks County Bar Association
- Lancaster Bar Association
- Pennsylvania Bar Association
- Luthercare, Board of Directors
- Aevidum, Former Board Member
- Berks Community Television, Former Board Member
- Will for Heroes, Volunteer
- Named among the “Ones to Watch” by the Best Lawyers in America, Lancaster, Mergers and Acquisitions Law, 2024-2026 and Tax Law, 2026
- Listed as a “Rising Star” in Super Lawyers, Pennsylvania, Mergers & Acquisitions, 2023-2024
Education
- University of Pittsburgh School of Law, J.D.
- Villanova University School of Law, LL.M., Taxation
- University of Pittsburgh, B.A., magna cum laude
Bar Admissions
- Pennsylvania
Powerful partnerships. Standout solutions.
- Lancaster
- Phone: 717.399.1734
- Fax: 610.236.4174
- Corporate, Finance and Capital Markets
- ESOPs - Employee Stock Ownership Plans
Alex assists stakeholders of closely held businesses on organizational matters, business succession planning and mergers and acquisitions, as well as other complex sale transactions, including establishing and operating employee stock ownership plans (ESOPs). He provides strategic guidance to business owners and shareholders on entity formation, compliance, contract review, tax planning and an array of business succession objectives. He also counsels nonprofit organizations in mergers, acquisitions and fundamental change transactions, and in filing for tax-exempt status and general compliance issues.
Affiliations
- Berks County Bar Association
- Lancaster Bar Association
- Pennsylvania Bar Association
- Luthercare, Board of Directors
- Aevidum, Former Board Member
- Berks Community Television, Former Board Member
- Will for Heroes, Volunteer
Recognition
- Named among the “Ones to Watch” by the Best Lawyers in America, Lancaster, Mergers and Acquisitions Law, 2024-2026 and Tax Law, 2026
- Listed as a “Rising Star” in Super Lawyers, Pennsylvania, Mergers & Acquisitions, 2023-2024
Education
- University of Pittsburgh School of Law, J.D.
- Villanova University School of Law, LL.M., Taxation
- University of Pittsburgh, B.A., magna cum laude
Bar Admissions
- Pennsylvania