Unlocking the True Potential of Your Business.
Business Attorneys and Advisors Who Position You for Success.
Success Matters – We Can Help.
At Wood & Morgan, we turn your ideas into reality. We are professionals that work and operate with professionals throughout the United States, maximizing opportunities to get you top dollar in all your pursuits.
Our firm deeply understands business transitions, start-ups, real estate acquisitions, business transactions, private equity sales, divestitures, partnerships, and more.
Know the Risks. Make It Happen.
We go beyond the corners of legal documents to...
Gain the Upper Hand with Private Equity
Now more than ever is it important to have legal counsel and advisors when considering sales to private equity firms. We’re the team you want to use to optimize your net worth and sell your business at maximum profit. Understanding the risks, costs, and benefits of choosing a private equity partner is paramount and critical to the safety and security of your financial wellness.
Flexible Payment Models
We offer flexible payment models. Some circumstances call for contingency fees while the certainty of a flat fee or the flexibility of an hourly rate might be more appropriate in others. Regardless of your needs and situation, we will find a solution.
Who We Work With
We are masters of connecting minds and bringing new insights to your business. We work with professionals in the following areas:
What Our Clients Are Saying
Meet Our Attorneys
Our partners take a hands-on approach to ensure our clients are connected with the strongest team of professionals and understand the legal and business risks and issues attendant to the proposed course of action. Each attorney brings their own unique experience to his practice of law and we collaborate to ensure our clients are well-advised.
Patrick J. Wood
Pat Wood founded the firm and has represented dentists and other healthcare professionals for over 40 years. Pat analyzes, negotiates, and structures dental practice acquisitions, partnerships, start-ups, and related transactions with a consistently fair, positive-outcome-driven approach. Wood has closed at least $600,000,000 in dental transitions throughout his career and has negotiated at least 1,200 commercial real estate leases.
Pat gives back to the dental community. Pat frequently lectures at dental schools, societies, and conventions delivering approximately twenty practice transition seminars throughout the country each year. Articles authored by Pat have been published in several publications including “Dental Economics,” “The Journal of California Dental Association,” “Strategies for Success,” “The New Dentist,” “CEDS Magazine,” “Dentaltown,” The Nugget Magazine,” and “The Journal of Colorado Dental Association.”
Pat received his J.D. from Southwestern University and his B.A. from the University of Southern California Los Angeles. He is admitted to practice law in California, Texas, and Colorado.
Jason P. Wood
Jason Wood is a partner and has represented dentists and other healthcare professionals for over 17 years. Jason adopts a multi-faceted approach to his practice digging deep into legal, business, and practice management issues to ensure that his clients are well prepared for the rigors and challenges of the market. Wood has closed at least $500,000,000 in dental transitions between doctors and hundreds of millions of dollars in helping dentists sell their practices to private equity and DSOs. He has also negotiated at least 800 commercial real estate leases and hundreds of real estate acquisitions.
Jason is passionate about educating doctors. He frequently publishes articles, musings, and blog posts on DentalTown, the California Dental Association Journal, Dental Economics, The New Dentist, Dentaltown Magazine, numerous state dental association magazines, and others. Jason moderates business-related forums on Dentaltown providing him a unique vantage point on the industry.
Jason received his J.D. from the University of San Diego and his B.A. from San Diego State University. Prior to joining the firm, Jason worked in Washington, D.C. for the Speaker of the House in connection with Presidential and U.S. Congressional campaigns, and thereafter he worked for the U.S. House of Representatives, drafting legislation for various House committees.
Justin J. S. Morgan
Justin Morgan is a partner and has worked as a banker and attorney in the private practice healthcare industry for three years. Justin draws on his experience as a commercial litigator, private practice healthcare financier, and transactional attorney to advise his clients on risk, strategy, and personal and business finance. Justin has closed at least $50,000,000 in practice and has managed commercial and bankruptcy litigation cases involving disputes ranging from $20,000 to $40,000,000.
Justin zealously represents and educates his clients. In addition to publishing articles and blog posts, he has launched campaigns to educate doctors regarding financial restructuring, legal issues, and business strategy. He has delivered seminars on practice and real estate finance at private events, dental society meetings, and the California Dental Association's yearly convention in Anaheim, California. Justin serves as outside general counsel to various small businesses (plumbing, construction, project manager, dermatology clinics, dental practices, veterinary practices) and has constructed several talent agreements for actor and producer roles.
Justin received his J.D. from the University of Southern California and his B.A. from the University of California Santa Barbara. He previously led Bank of America’s Southern California private practice healthcare division, worked for the international law firm of Brown Rudnick, and interned at the United States Ninth Circuit of Appeals for the Honorable Proctor Hug, located in Reno, NV.