Foundational Legal Counsel & Corporate Stewardship

Formed in 1996 following senior trial and transactional practice at Lorance & Thompson, Wallace Associates Group operated as a specialized legal advisory firm across California and Utah. The practice concentrated strictly on complex commercial and institutional matters—structuring mergers and acquisitions, navigating federal tax controversies, counseling real estate development ventures, and directing corporate governance.

In the early 2000s, the legal operations, client advisory frameworks, and specialized corporate services of Wallace Associates Group formally merged into It’s More Than Just Numbers Inc., where institutional advisory and corporate governance continue today.

Historical Core Concentrations (1996–2001)

M&A Due Diligence & Transactions

Comprehensive buy-side and sell-side legal audits, transaction structuring, capitalization arrangements, and commercial liability analysis for expanding corporate clients.

Corporate Governance & Strategy

Board-level advisory, stakeholder agreements, fiduciary risk management, and regulatory compliance protocols for closely held corporations and institutional enterprises.

Federal Tax Controversy

Direct representation of corporate entities before the Internal Revenue Service, resolving complex business assessments, tax compliance deficiencies, and audit negotiations.

Real Estate & Institutional Creditors

Commercial land acquisition, master planning and development agreements, and targeted creditor protection—including relief from stay proceedings in complex business bankruptcies.