Professional Experience
Chuck began his career as a tax and estate planning specialist in 1970. Over the years his practice expanded to general business representation of privately owned and publicly held clients and their owners and executives. One of Chuck’s sub-specialties is negotiating and counseling on many aspects of merger, acquisition and divestiture transactions involving public and privately owned businesses.
Chuck's transactions involve the sale of two businesses for retiring owners to publicly held acquirers, acquisition of a large retailer and a franchisor, numerous acquisitions and divestitures of privately-owned businesses, and multiple financing transactions for clients involving lines of credit, revolvers, equipment loans and term loans.
Chuck's most recent publication is an article for the American Bar Association publication Business Law Today concerning counseling the entrepreneur in the purchase and sale of a business.
Areas Of Emphasis
- As counsel to a number of national, local and regional businesses over the years, Chuck is experienced in advice, planning and closing of mergers, acquisitions and divestitures in business and the health care industry, real estate acquisitions and divestitures, estate planning for business owners and professionals, business expansion, compensation incentives, shareholder relations and disputes, and financing transactions.
- In financing transactions, Chuck has negotiated, drafted and closed bank loans, venture capital loans, mezzanine financing packages and other public and private financing vehicles from single sources, as well as participation by multiple lenders.
- Industries served include broadcasting, moving and storage, document management, biochemical products, propane gas, precision metal forming, automobile dealerships, printing, wood products manufacturing, machine tool, steel and metals, food brokerage, auto parts, medical equipment, medical services, executive search, wholesale distribution, general contractors, construction services, computer services and telemarketing.
Presentations
- "Section of Business Law, Small Business Committee Forum on New Tax Laws Affecting Business Entities", American Bar Association, Charles R. Schaefer, 2005 Spring Meeting
Professional & Community Associations
- Chuck participates in a variety of community activities. He served as Vice President and Trustee of the Cleveland Area Development Financing Corporation and its successor, Growth Capital Corporation, and Chair of its Loan Servicing Committee. He has also served on the Finance and Budget Committee of Montefiore Home for the Aged.
- Cleveland Metropolitan Bar Association
- Baldwin-Wallace College Family and Small Business Institute - One of the Institute Founders
- Ohio State Bar Association
- American Bar Association - Business Law and Taxation Sections, Small Business Committee
Education
Case Western Reserve University, J.D., 1969
Lehigh University, B.A. in Finance, 1966
Licensed to Practice
- Ohio
- Florida
Awards & RecognitionsAV rated by Martindale-Hubbell |
Articles by Charles R. SchaeferJanuary 2010 - “Divorce Victim: Family Business?,” was featured in the Ohio State Bar Association's recent publication, Legal Basics for Small Business (2009 Edition), and previously appeared in Fine Print, a Quarterly Publication of The Ohio State Bar Association, Issue 35 (Spring, 2008).June 2006 – "Sell Your Business And Retire?" article in the Learned Lawyer section of the June 2006 edition of Western Reserve Focus. Spring 2006 – "Letters of Intent - To Do or Not To Do" as published in the Spring 2006 issue of the quarterly Ohio State Bar Association's publication, Fine Print, addressing mergers, acquisitions and divestitures. December 1995 – You and Your Eager Entrepreneur Business Law Today September/October 1978 – Minimizing of IRS Interference in Stockholder-Corporation Transactions" Taxation for Lawyers |
