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2026 SPEAKER LINEUP

The 2026 Exit Planning Summit features a variety of industry experts and exit planning thought leaders for introductory to advanced exit planning sessions.

 

Jake Dunlop

Meet Jake Dunlop:

Jake Dunlop specializes in business planning and corporate law, M&A’s, and tax law.

What types of legal issues do you help individuals and businesses resolve?

I help entrepreneurs, their businesses and families navigate a broad...

ABOUT JAKE

Meet Jake Dunlop:

Jake Dunlop specializes in business planning and corporate law, M&A’s, and tax law.

What types of legal issues do you help individuals and businesses resolve?

I help entrepreneurs, their businesses and families navigate a broad range of legal issues. I counsel clients on their day-to-day legal needs ranging from the formation of a single member limited liability company for an early stage start-up to the closing on the sale of a business and everything in between. I also assist business owners with issues involving corporate governance, succession planning, liquor license transfers, credit facilities, and real estate matters.

What is the most important advice that you have given a client?

The most important advice that I have given a client is to be up-front and honest. If the opposing party uncovers negative information, it can create a sentiment of distrust which is challenging to overcome. Being forthright and delivering accurate information at the outset fosters the type of trust needed to get the deal done.

 

What did you learn in your first year of practice that you still utilize today?

I learned early on that in order to effectively problem solve and advocate for a client, you have to be responsive and own the client’s issue or problem. My clients know I understand their situation and am responsive to their requests and concerns, in most cases answering emails or voicemail messages the same day. Additionally, because their problem becomes my problem, I derive a great deal of satisfaction from helping clients navigate and resolve any issue, whether simple or complex.

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