Financial Poise

Legal

Whether you’re hoping to sell or acquire a business, an entrepreneur hoping to cross the t’s and dot the i’s, or a professional trying to protect yourself and yours, navigating legal issues can be a difficult task. Knowledge is power. We’re looking to arm you.

How the GDPR Set a New Standard for Data Privacy and Protection in the EU and America

The EU takes data privacy and protection seriously, meaning GDPR compliance impacts U.S. companies with customers abroad. Are you compliant?

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How the Matal v. Tam Case Changed Trademark Law As We Know It

For decades, the U.S. Patent and Trademark Office (USPTO) rejected potentially offensive trademarks. Then Matal v. Tam changed everything.

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The Basics of Convertible Debt Offerings Under Title III

Title III convertible debt offerings allow for not-yet-profitable startups to secure funding without valuation disagreements. But what about the investors?

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What is Puffery, and is Trump’s Puffery a Valid Legal Defense?

What is puffery, and when is it actually sales fraud? The Trump SoHo case provides insight into what constitutes “mere puffery” in court.

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SBA Grants Safe Harbor for PPP Loans Under $2M

The SBA extended its safe harbor for PPP loans from May 7 to May 18, claiming all borrowers receiving $2 million or less now meet good-faith certification.

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That’s SOC, Not SOX: SOC Reports Audit the Safety of Company Data

An SOC report tells business owners, buyers and fiduciary directors if their data is being safely managed by a service organization. Should you request one?

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Force Majeure Clauses in the Age of Coronavirus

As the COVID-19 coronavirus disrupts global business and supply chains, here’s what you should know about invoking force majeure clauses.

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The Purchase Agreement Essentials – Business Deal ‘Terms of Sale’

The terms of sale are the heart of the purchase and sale agreement. They define what is being purchased, how much it costs and how payment will be made.

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McCulloch v. Maryland and the Famous Supreme Court Cases that Changed Our Economy

You may not have heard of McCulloch v. Maryland, but this famous supreme court case is one of three that fundamentally changed our nation’s economy.

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