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Ask Aaron! Your Questions on Florida Business Law Answered

What Do I Bring to a Partner Dispute Review?

Posted by Aaron R. Resnick | Sep 02, 2025

Short Answer

For a partnership dispute consultation, gather the documents that answer four questions: who owns what, who controls what, where the money went, and what changed. Start with the operating or shareholder agreement, formation records, recent financials, bank access, tax returns, and the messages that show the dispute. Do not wait until every file is perfect. A short factual timeline and the best records you already have are more useful than a disorganized document dump. If you were locked out, bring proof of what you can no longer access.

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over 25 years representing business owners in disputes. As seen in The New York Times, Wall Street Journal, and Miami Herald.

Documents for a partnership dispute consultation, Law Offices of Aaron Resnick

Tell Aaron what happened. What documents you can still reach, what you cannot, and who else holds copies.

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Since 1998Representing business owners in major disputes
2013Florida Super Lawyers, every year since
AVPreeminent peer review rating, Martindale-Hubbell

When This Becomes Urgent

  • A lawsuit, meeting, vote, capital call, buyout deadline, or closing is pending.
  • Access to records is shrinking or you believe documents may disappear.
  • Company money, customers, assets, or contracts are moving.

What Usually Goes Wrong

  • Sending thousands of unlabeled files without identifying the documents that matter most.
  • Editing, annotating, or forwarding records in ways that alter useful metadata.
  • Leaving out communications that may be unhelpful to your position and surprise counsel later.

Why Miami Experience Matters

Miami business disputes often combine corporate records with leases, property entities, licensing, financing, and related companies. An experienced Miami litigator knows which records connect those layers. That lets the first meeting focus on leverage and urgency instead of spending the entire hour discovering that the valuable asset is owned by a different LLC or that the controlling document is a side letter signed at closing.

Local proof: Aaron Resnick's background

What to Have Ready

  • Operating agreement, shareholder agreement, bylaws, amendments, and side letters.
  • Articles, Sunbiz history, ownership ledger, cap table, and contribution proof.
  • Three years of tax returns, financial statements, bank records, and distributions.
  • Key contracts, leases, loans, guarantees, licenses, and insurance policies.
  • A one page timeline plus the ten most important emails, texts, or letters.

What Typically Happens Next

The consultation begins with goals and urgency, then tests the documents against the other side's conduct. Counsel identifies missing records, immediate preservation steps, contractual procedures, and realistic paths such as negotiation, buyout, mediation, records litigation, injunction, or dissolution. A clean intake packet also makes conflicts review and early case assessment faster, while preserving attorney time for strategy rather than file sorting.

Related Questions and Reading

We Don't Make Promises. We Have Results to Prove It.

Aaron Resnick has handled business disputes in Miami since 1998 and is a fourth generation Miami attorney. He works hands-on on every case; the client gets Aaron on every major litigation issue, not a junior partner. The Law Offices of Aaron Resnick represents large corporations, Miami businesses and their owners, professional athletes and entertainers in Miami Dade, Broward and Palm Beach counties and across Florida in business litigation and business counsel. Call 305-672-7495 or request a consultation.

This page provides general information and is not legal advice. Prior results do not guarantee or predict a similar outcome.

Viewing this page or contacting the firm does not create an attorney-client relationship.

Deadlines can be short. If your matter is time sensitive, call the office at 305-672-7495.

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About the Author

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Aaron R. Resnick

Aaron Resnick is a Miami business attorney who founded the Law Offices of Aaron Resnick in 2005. He is a past president of the Miami Beach Bar Association and has been selected to Super Lawyers every year since 2013.

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