Practice Experience

Dan is a founder of Lexium PLLC. He represents a wide array of clients in healthcare, general corporate, finance, contracts, and real estate matters.

He is Florida Bar certified as a specialist/expert in healthcare law and represents a full spectrum of healthcare oriented clients in acquisitions, start-ups, disciplinary proceedings, anti-kickback and other regulatory compliance, and credentialing.  He prepares healthcare oriented employment contracts, marketing agreements and consulting agreements. He is recognized as one of the most knowledgeable attorneys in Florida in the area of pharmacy law.

He works with healthcare and tech business clients in private equity transactions and other company equity purchases, investments and sales.  He regularly counsels borrowers on all aspects of loans and lending transactions. Dan is experienced in the negotiation, structuring and preparation of limited liability company and corporate formation documentation.

He is a real estate title agent with The Fund/Old Republic National Title Insurance Company.

Dan began practicing law in Chicago and was previously a partner of Shumaker, Loop & Kendrick, LLP and of counsel at Phelps Dunbar LLP. Dan and his family have owned many successful businesses over the years in addition to Lexium, and know up close the thrills and challenges of being an entrepreneur.  Dan is a firm believer in creating and implementing simple, practical and effective plans and legal documents for the firm’s clients.

Representative Matters

Health Care

  • Represented Tampa Bay based pharmacy chain with over 120 pharmacy locations.
  • Represented hundreds of pharmacies, medical and dental practices, home health companies, and clinical laboratories in acquisitions, mergers and dispositions.
  • Prepared management services agreements and physician, dentist, pharmacist, physician assistant and advanced practice registered nurse employment agreements.
  • Prepared medical director agreements.
  • Prepared Medicare and Medicaid license applications.
  • Advised healthcare companies and practitioners in credentialing matters.
  • Represented private equity firm clients in healthcare licensure and regulatory compliance issues for their healthcare entity investments/acquisitions.
  • Represented private equity firm clients and target medical practices in practice roll-ups.
  • Represented assisted living facilities in the preparation of residency agreements.
  • Represented durable medical equipment companies concerning fraud and anti-kickback issues.
  • Represented two public companies in preparing practice management agreements and roll up acquisitions of ophthalmology and dental practices.
  • Represented numerous pharmacies and physicians in telemedicine regulatory compliance.
  • Represented diverse types of healthcare professionals and facilities in professional investigations and disciplinary proceedings.
  • Represented pharmacies in insurance company audits.

Real Estate

  • Prepared mixed-use, residential and office condominium document filings for Grand Central at Kennedy and affiliated development companies with the State of Florida and the Department of Housing and Urban Development involving approximately 800 condominium units.
  • Represented homeowners’ associations in corporate compliance matters, recording liens for assessments and adopting community-wide rules and hearing procedures.
  • Regularly prepare and negotiate terms of shopping center and other commercial leases, representing landlords and tenants.
  • Regularly represent landlords in commercial and residential evictions.
  • Represented sellers and purchasers of residential condominium units and single family homes.
  • Prepared mortgage loan repurchase documentation.
  • Represented developer in commercial “short sale” of condominium project involving $100,000,000+ in secured loans.
  • Represented residential developer in negotiation of construction loan/lot takedown facilities.
  • Represented European lending group in unsecured, subordinated loan facility to develop two high rise buildings in Miami area.
  • Routinely represents hard money lenders in loan transactions.
  • Regularly document and close commercial real estate purchases and sales.

General Business / Corporate

  • Regularly prepares all types of limited liability company operating agreements and other types of business entities’ formation documents.
  • Represented automotive products company in the sale of its business with operations and multiple trademarks in 80+ countries.
  • Represented equity owners of Tampa-based marketing company in sale of company to private equity firms involving $100,000,000+ in sales consideration.
  • Represented software company in $40,000,000+ sale to private equity group.
  • Prepared loan documentation for financial institutions in connection with diverse secured and unsecured local and multistate commercial loans.
  • Organized non-profit trade association.
  • Prepared website content representative agreement for Tampa based marketing company contracting with major United Kingdom marketing company.
  • Negotiated master equipment lease terms, servicing agreements and supplier agreements on behalf of international equipment sales and servicing company.
  • Prepared convertible notes and other financing related documents for early stage and emerging companies.
  • Prepared and negotiated distribution agreements on behalf of domestic manufacturers for use in foreign markets.
  • Represented software company in its multiple rounds of venture capital investment and licensing of its predictive analytical software and services to major oil and gas companies throughout the US.
  • Defended software development company in Microsoft audit.
  • Regularly represent clients with respect to claims of violations of covenants not to compete and misappropriation of trade secrets.
  • Prepared Qualified Opportunity Zone Fund organizational documents.
  • Represented multiple software development companies in disputes concerning ownership and functioning of software.
  • Advised various World of Beer, F45 Training Studio, UPS Store, ServPro, Anytime Fitness, DripBAR and other types of current and prospective franchisees in acquiring and selling franchise locations.
  • Represented buyers of Jackson’s Bistro, one of the largest bar/restaurant establishments in the Tampa Bay area.