Finance

Experienced Legal Guidance for Financial Transactions

Collier Legal offers tailored legal services to the financial industry, providing expert support for a range of transactions, acquisitions, and loans. Whether you’re expanding your business or managing complex financial operations, we offer the expertise you need.

Our Services Include:

Mergers and Acquisitions: Assisting with the purchase and sale of accounting firms, law practices, and other financial institutions.
Government and Commercial Loans: Drafting and reviewing loan agreements, including SBA loans and other government-backed financing options.
Investment Documentation: Preparing private placement documents and advising on equity financing to support your growth strategy.
IP Protection for Financial Technologies: Ensuring that your proprietary financial tools and software are protected through patents and trade secrets.
Compliance and Regulatory Guidance: Advising on the latest regulations affecting your financial business, including compliance with federal and state laws.

Collier Legal is dedicated to providing expert legal advice for the finance industry, ensuring you have the legal foundation needed for success.

What Sets Us Apart

Awards

Best Lawyers: Ones to Watch in America (2024 – Present)

-Patent Litigation

Super Lawyers: Rising Stars (2026 – Present)

-Intellectual Property

Reviews

5.0★ Google Rating Across All Locations

Clients consistently rate us 5 stars for responsiveness, clarity, and strategic insight.

Testimonials

“Joe was phenomenal to work with. As a first-time inventor navigating the patent process, I couldn’t have asked for better support. He was fast, efficient, and took the time to ensure my filing not only met requirements, but maximized the value of my invention. He answered every question, offered thoughtful guidance, and delivered a polished, professional specification right on schedule. If you’re looking for someone who knows their stuff and actually gives a damn, Joe’s your guy.”