Ian currently advises Exceed's business and individual clients in commercial transactions, private securities, real estate, land-use planning, asset protection, and estate planning matters. Ian values the personal relationships formed with clients, whether they work for a large company, a startup, or are just managing their own family assets. From these relationships, Ian understands the unique needs of his clients and provides them with valued and strategic counsel.
Over the past 24 years, Ian has both advised and participated in the funding and start-up of privately held companies. He has served as General Counsel for technology, manufacturing and service companies. As a member of senior management, Ian provided legal counsel to directors, officers, and executives in matters relating to corporate governance, acquisition, investment funding, financing, business succession, vendor relationships, risk management, litigation, insurance, contracts, government regulations, intellectual property, licensing, real estate, and employment law. As both in-house and private counsel, Ian has represented clients in commercial mediation, critical business negotiations involving technology licensing, and asset sales transactions with domestic Fortune 500 companies, large international partners, and also the small business down the street. Ian has also provided similar general counsel services to municipal and county government clients in Idaho.
Erik is a business and real estate attorney for emerging companies, developers, and entrepreneurs. Having been involved in his own startup companies and helping others emerge and grow, his passion is helping clients find the best strategies for effective growth and success. His practice focuses on entrepreneurship, business development, mergers and acquisitions, private securities, agribusiness, commercial real estate transactions, and land-use planning.
Erik was previously the chief legal counsel for a private Idaho-based commercial investment company involved in startup enterprise incubation, commercial real estate securities investments, and management of over two billion dollars worth of commercial property throughout the United States.
Erik began his legal career as an Assistant Attorney General for the State of Missouri and later served as a commercial litigator for a St. Louis area law firm that specialized in defending businesses in complex litigation matters.
Born and raised in Boise, Erik is actively involved in the community. He is a past Chair and current Membership Chair of the Boise Area Salvation Army Community Advisory Board. He served as President of Leadership Boise, a leadership program sponsored by the Boise Metro Chamber of Commerce. He is a past President of the Leadership Boise Alumni Association and has served as a board member for the Boise Metro Chamber of Commerce. He is an active leader in the Boy Scouts of America (Troop 315).
Erik was Founding Director of the Idaho Citizens Law Academy, a community education program sponsored by the Idaho State Bar. He is past President of the Idaho Chapter and current Area Director of the global Entrepreneurs Organization (EO). He also served as President of the Fourth District Bar Association (Boise Area Bar), and District Chair of Partners Against Domestic Violence.
As an attorney, Heidi provides estate planning services to Exceed’s clients, as well as consulting on business and real estate transactions and tax matters. Heidi is committed to delivering excellence to Exceed’s clients in every way. She has an attention for detail, a keen eye for asset protection, and unsurpassed dedication to problem resolution. Heidi is devoted to the practice of law, and if you were to ask her if she enjoys going to work every day, she would reply, "I’m having the time of my life!"
Complementing her legal practice, Heidi brings extensive experience in asset planning and wealth management. Heidi has been the trusted advisor for high net worth families and businesses for many years. Heidi’s signature service is putting client relationships first and providing boutique-level estate and business planning. She has practiced in the financial services industry since 1998. Her educational and professional background includes a Juris Doctorate degree, a B.S. in Business Finance, the CERTIFIED FINANCIAL PLANNER certification, and she currently holds insurance and financial services industry licenses.
Heidi is passionate about serving others, and especially enjoyed working in the Concordia Law Housing Clinic and the Concordia Law Criminal Clinic at the Boise City Prosecutor’s Office. Heidi took full advantage of these educational opportunities and loved serving the members of the Treasure Valley’s diverse cultural and economic community. Heidi currently works with Family Advocates and is a newly appointed CASA attorney for the Fourth Judicial District. Heidi considers herself a 'tax law geek' and plans to continue pursuing her studies in this area.
Heidi is convinced that there is no place like ‘Ida-home’ and absolutely loves living in Boise. In her spare time, Heidi enjoys hiking the Boise Foothills and Greenbelt with her dogs. Heidi has a weakness for Mexican food and German Shepherds!