About Mr. Robert B. Norris

Mr. Robert B. Norris is a lawyer practicing mergers, acquisitions and divestitures, estate planning, corporate law / business organizations and 1 other area of law. Robert received a B.A. degree from Davidson College, and has been licensed for 50 years. Robert practices at Shumaker, Loop & Kendrick, LLP in Charlotte, NC.

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Awards

AV Preeminent Peer Rated

This elite award is granted to attorneys who have been recognized by their peers for their very high ethical standards, with an average peer review score of 4.5 or higher.

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Services

Areas of Law

Mergers, Acquisitions and Divestitures
Trusts and Estates 1
- Estate Planning
Other 1
- Corporate Law / Business Organizations

Practice Details

Firm Information

Position
Partner

Firm Name
Shumaker, Loop & Kendrick, LLP
Representative Cases & Transactions

Cases
Representative Matters: Regularly represents Business Owners of Emerging/Growth companies in: Exit Planning
Sale of Businesses to Third Parties
Business Succession Planning
Transfer of Businesses to Key Employees or Family Members
Business Owner Retirement Planning
Incentivizing Key Employees through Equity Ownership
Phantom Plans
Risk Assessment
Asset Protection
Developed strategy to enable retirement of current retail business owners
entry of employees as new owners
Represented founders of industrial services business in transition to second generation of family owners
Represented $1 Billion revenue company in multinational reorganization
Represented fourth generation of $150 million revenue family business with multiple business subsidiaries in transition to second generation of outside management
fifth generation of family owners
Represented third generation family owners of $100 million manufacturing
distribution business in transition from second generation of owners
Represented sellers of business services company, manufacturing company, packaging company, insurance agency
Represented buyer with $35 million revenue in acquisitions
growth through Southeastern United States
Assisted founders of retail business products company in transition to key employees
ultimate exist from business
Represented manufacturer of alloys in sale to its major customer, a publicly traded company
Assisted in creation
operation of energy purchasing cooperative
Assisted with overall financial restructuring of commercial services company

Transactions
Regularly represents Business Owners of Emerging/Growth companies in: Exit Planning; Sale of Businesses to Third Parties; Business Succession Planning; Transfer of Businesses to Key Employees or Family Members; Business Owner Retirement Planning; Business Owner Estate Planning; Incentivizing Key Employees through Equity Ownership and Phantom Plans; Risk Assessment; Asset Protection; Developed strategy to enable retirement of current retail business owners and entry of employees as new owners; Represented founders of industrial services business in transition to second generation of family owners; Represented $1 Billion revenue company in multinational reorganization; Represented fourth generation of $150 Million revenue family business with multiple business subsidiaries in transition to second generation of outside management and fifth generation of family owners; Represented third generation family owners of $100 Million manufacturing and distribution business in transition from second generation of owners; Represented sellers of business service company, manufacturing company, packaging company, insurance agency; Represented buyer with $35 Million revenue in acquisitions and growth through Southeastern United States; Assisted founders of retail business products company in transition to key employees and ultimate exit from business; Assisted with overall financial restructuring of commercial services company; Assisted in creation and operation of energy purchasing cooperative; Represented manufacturer of alloys in sale to its major customer, a publicly traded company.

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Experience

Bar Admission & Memberships

Admissions
1976, North Carolina
2013, U.S. Supreme Court

Memberships

Professional and Community Affiliations
•North Carolina Bar Association, Business Law Section
•Mecklenburg County Bar Association
•General Counsel to Charlotte Chamber of Commerce, 2011
•Charlotte Chamber of Commerce, Board of Advisors
•Davidson College, past Trustee (2 terms)
•Foundation Serving Alamance County, Co-Founder
•fellow of American Leadership Forum
•Alamance County Area Chamber of Commerce, past Chair
•Alamance Coalition Against Drug Abuse, Founder and President
•Alamance County Strategic Planning Task Force, past Chair
•Lynwood Foundation, past Director
•NPower Charlotte Region, past Director
•First Presbyterian Church, Burlington, N.C., past Deacon and Elder

Bar Fellowship
of American Leadership Forum
• Alamance County Area Chamber of Commerce, past Chair
• Alamance Coalition Against Drug Abuse, Founder and President
• Alamance County Strategic Planning Task Force, past Chair
• Lynwood Foundation, past Director
• NPower Charlotte Region, past Director
• First Presbyterian Church, Burlington, N.C., past Deacon and Elder
Publications
January 2007 "Protecting Your Customer Base When Key Employees Leave," Charlotte Biz Magazine
December 2006 "Act NOW to Retain Your Key Employees," Charlotte Biz Magazine
January/February 2006 "Finding the Right Lawyer for Your Growing Business," articles, Charlotte Biz Magazine
Events and Presentations
2013 Presenter, "Estate Planning for Business Owners in 2013: Addressing the Six Critical Questions"
2012 Presenter, "The Business Owner's Pathway™ to Maximizing and Preserving Your Business and Personal Wealth," a Four Part Series, Charlotte Minority Economic Development Initiative
2012 Presenter, "Act NOW to Capture Huge Benefits Before the Tax Laws Change, Access Capital Growth and Prepare Your Business for Sale"
2012 Presenter, "Bob Businessman's Bad Day: Survival Training for Business Owners," Wake Forest Family Business Center
2011 Presenter, "The Business Owner's Pathway™ to Maximizing and Preserving Your Business and Personal Wealth," a Four Part Series, Charlotte Chamber of Commerce
2011 Presenter, "The Business Owner's Pathway™ to Maximizing and Preserving Your Business and Personal Wealth," a Four Part Series, Wake Forest Family Business Center
2010 Presenter, "A Brief Conversation with Business Owners," Hood Hargett Breakfast Club
Education & Certifications

Law School
University of North Carolina at Chapel Hill School of Law
J.D.
1976 Order of the Coif

Other Education
Davidson College
B.A.
Economics

Davidson College
B.A.
cum laude

University of North Carolina at Chapel Hill
M.B.A.
1976 Beta Gama Sigma Honor Society

Harvard Law School
Course in Mediation

Harvard Law School
Graduate of Basic and Advanced Courses in Negotiations

Harvard Negotiation Project
Personal Details & History

Age
Born in 1950
Charlotte, North Carolina, January 1, 1950

Hobbies & Interests
2007 recipient of the Hendrix Award from Davidson College - Davidson Athletic Foundation ("awarded annually to a former Davidson football letterman who has gone on to achieve outstanding success in his chosen profession"). Past Deacon and Elder of the First Presbyterian Church, Burlington, NC

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