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Case Studies

These case studies show how KEW Legal® has helped business owners, developers, and entrepreneurs in South Florida with contracts, transactions, disputes, and long-term growth. Client names are withheld to protect confidentiality.

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Why They Needed Help

The lender had specific title requirements, and the client wanted one firm acting as both its counsel and the closing agent. The title commitment also raised a premium question that had to be settled with the underwriter before the loan could fund.

How KEW Legal Helped

KEW Legal® ordered and reviewed the title search and the tax and lien search, prepared the closing disclosure and closing protection letter, and worked with the client’s mortgage broker and the lender on the loan status and mortgagee clause. The firm resolved the premium question with the underwriter, prepared the entity’s closing documents and LLC affidavit, obtained an updated payoff, and delivered the full package to the lender for funding. The refinance closed in August 2026.

Why They Needed Help

The organization had a submission deadline set by its founding organization and needed to be formed, governed, and recognized by the IRS before it could operate as planned. The Form 1024 application also called for financial and operational detail that was still taking shape.

How KEW Legal Helped

KEW Legal® handled the matter end to end. The firm filed the articles of incorporation with the Florida Division of Corporations, obtained the EIN, and drafted bylaws in time for the deadline. It then prepared the Form 1024 application, revised it as projected revenue and expenses developed, and coordinated signature of the bylaws by all four directors. After filing, KEW Legal® followed the application through the IRS, including direct calls with the Service. The IRS granted 501(c)(6) status in August 2026.

Why They Needed Help

The tenant needed room to grow and believed its lease gave it rights to the space. When the landlord’s representatives stopped responding, the matter was heading toward a dispute.

How KEW Legal Helped

KEW Legal® reviewed the lease, its prior amendments, and the tenant estoppel, then sent a demand letter and followed up directly with the landlord. Rather than escalate, the firm relied on the client’s right of first offer under the existing lease. Over several months, KEW Legal® negotiated with the landlord’s counsel and management, worked with the client’s broker on commercial terms, and handled multiple rounds of redlines on a fourth lease amendment. The amendment was fully signed in August 2026.

Why They Needed Help

The sellers wanted their own counsel drafting the contract from the start, and they needed to close without traveling to sign in person. Partway through, the buyer’s lender began to slow the timeline.

How KEW Legal Helped

KEW Legal® prepared the purchase and sale agreement and rider, sent the package to the buyers for electronic signature, answered the sellers’ questions against the contract, and drafted an addendum. When the lender stalled, the firm worked with the sellers and the closing agent to push the loan toward closing. KEW Legal® prepared the sellers’ closing documents and coordinated remote online notarization with the vendor and the clients. The sale closed in June 2026.

Why They Needed Help

The contract terms had to be negotiated, and both title issues and items raised in the buyer’s inspection had to be resolved before the sale could close.

How KEW Legal Helped

KEW Legal® reviewed and negotiated the purchase and sale agreement, reviewed the escrow letters and title commitment, and worked with the closing agent to clear title and resolve the inspection items. The firm drafted the seller’s closing documents, walked the client through the signature package in person, and followed the transaction through to funding. The sale closed in June 2026.

Why They Needed Help

The sale needed estoppel certificates from two associations and a separate closing package for the property’s dock slip. Title review also turned up an expired permit for a second-floor impact window enclosure, which would have stopped the closing if left unresolved.

How KEW Legal Helped

KEW Legal® ordered a tax and lien search up front and gave the client a written summary of the results. During the transaction, the firm reviewed the contract and addenda, tracked critical dates, and coordinated estoppels from the community association and the master association. It traced the original window installer and worked with the City of Coral Gables permitting department to resolve the expired permit. The sale closed in May 2026.

Why They Needed Help

Midway through, the lender moved its commitment to a second lien and added new closing requirements. Improvements to the property also meant the existing survey no longer matched it, and both the lender and the title underwriter needed an accurate one.

How KEW Legal Helped

KEW Legal® ordered title and the tax and lien report, reviewed the title commitment, and worked through the lender’s revised requirements. The firm got proposals from surveyors, coordinated site access with the client, and pressed for corrections until the survey satisfied the underwriter and the lender. KEW Legal® also prepared a 24-month chain of title at the lender’s request, reviewed the affidavits and closing statement, and attended the closing and recording. The refinance closed in March 2026.

Why They Needed Help

The demand for payment went unanswered, and the contractor’s lien rights depended on meeting the pre-suit conditions of Florida’s construction lien statute.

How KEW Legal Helped

KEW Legal® sent a demand letter, then confirmed the statute’s pre-suit requirements were met before filing. The firm filed a complaint that included foreclosure of the construction lien and account stated, recorded a notice of lis pendens against the property, and coordinated service on defendants in two counties. The case resolved by settlement in August 2025. KEW Legal® handled the payment through escrow and released the liens within the deadline the agreement set.

Why They Needed Help

The firm wanted to promote and keep senior attorneys without giving up ownership. That meant settling compensation first, then putting terms in place that would hold up if a partner relationship ended.

How KEW Legal Helped

KEW Legal® worked with the firm’s principals over several calls on compensation structures, testing how each would work as the firm grew. With the economics settled, KEW Legal® drafted the agreement and revised it as the client refined its compensation terms. A dedicated session covered governing law, venue, jurisdiction, and dispute resolution, and the firm coordinated final calls to close out the remaining terms. The agreement was completed in June 2025.

Why They Needed Help

Filing the amendment was only the first step. The new name also had to be updated with the IRS, the Department of Business and Professional Regulation, and the Department of Revenue, and each agency works on its own timeline.

How KEW Legal Helped

KEW Legal® prepared the amendment, coordinated the client’s signature, and filed it with the Florida Division of Corporations. The firm drafted the IRS notice needed to update the organization’s 501(c)(3) recognition and sent it to the client for review before filing. KEW Legal® then followed up directly with each agency until every record carried the new name. The name change was completed in April 2025.

Why They Needed Help

The former partner’s claims put the company’s finances and day-to-day operations at risk. The owners needed to respond quickly, protect the business while the case moved forward, and understand whether the claims had any real basis under the parties’ agreements.

How KEW Legal Helped

KEW Legal® reviewed the company’s operating documents, the parties’ prior agreements, and the financial records relevant to the dispute. The firm prepared the company’s response, identified weaknesses in the former partner’s claims, and pressed for an early resolution. The matter was resolved without disrupting the company’s operations, and the owners were able to refocus on running the business.

Why They Needed Help

The transaction was valued at $12 million and combined a change in the company’s structure with a buyout. Both pieces had to be documented correctly so the company and the parties involved were protected once the deal closed.

How KEW Legal Helped

KEW Legal® guided the client through the $12 million corporate restructuring and buyout, which was completed in September 2023.

Why They Needed Help

The client had invested heavily in branding, marketing, and online visibility but had never applied for federal trademark protection. As the business grew, the owner became concerned that another company could use a similar name or challenge the brand.

How KEW Legal Helped

KEW Legal® reviewed the proposed mark, discussed how the business was using it, and evaluated potential conflicts with existing registrations. The firm helped the client identify the appropriate trademark classes, prepared the application, and guided the client through the filing and review process. This gave the business a stronger legal basis for protecting its name as it expanded.

Why They Needed Help

The landlord’s form lease favored the landlord. The deal also involved financial details, such as the security deposit, prepaid rent, taxes, and the order of wire transfers, that needed to be settled before signing.

How KEW Legal Helped

KEW Legal® redlined the landlord’s lease and negotiated through several rounds with the landlord’s attorney, checking every returned draft against the last one so that no removed terms quietly reappeared. The firm worked with the landlord’s counsel and the client’s accountant to finalize the deposit, prepaid rent, and wire sequencing. After signing, KEW Legal® gave the client a plain-language summary of the lease’s key terms and ongoing obligations, and stayed involved through key handover and move-in.

Why They Needed Help

The client had received a lengthy franchise disclosure document and agreement containing detailed requirements related to fees, operations, territory, marketing, renewals, transfers, and termination. Although the opportunity appeared promising, the client did not fully understand the long-term obligations or the restrictions that would apply after signing.

How KEW Legal Helped

KEW Legal® reviewed the franchise disclosure document and agreement, explained the client’s financial and operational obligations, and identified provisions that could affect the client’s ability to operate or exit the business. The firm also discussed potential risks involving territory rights, personal guarantees, renewal terms, and required purchases. This allowed the client to evaluate the opportunity with a more complete understanding of the commitment involved.

Why They Needed Help

The company had been administratively dissolved by the state. Until it was restored to active status, there was no valid entity to buy an interest in, and no clear record of who owned it.

How KEW Legal Helped

KEW Legal® first reinstated the company and updated its corporate records so ownership could be confirmed from the filings. With the entity active again, the firm verified the ownership structure with the parties, then drafted the operating agreement and the membership interest purchase agreement, covering deal structure and purchase price. KEW Legal® prepared the assignment of interest, obtained a certificate of good standing, confirmed wiring instructions, and filed the amendment reflecting the new ownership. The purchase closed in May 2026.

Why They Needed Help

The refinancing totaled $412 million and was provided by a group of lenders, with the New York branch of Bank of China serving as administrative agent. The developer needed experienced borrower-side counsel to represent its interests across a multi-lender transaction of this size.

How KEW Legal Helped

KEW Legal® represented the developer as borrower, working with the lenders and their administrative agent to bring the transaction to a close. The $412 million refinancing closed in August 2022.

Past results do not guarantee a similar outcome. Every matter depends on its own facts.

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