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.

Steps for Protecting Business Sale Confidentiality

A transaction advisor can help you ensure confidentiality when selling your business. Take these steps to avoid a confidentiality breach.

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Breaking Up Is Hard to Do: Surviving a Business Divorce

A business divorce is sometimes inevitable, but it can be avoided. Precautionary measures and written agreements can aid in resolving partnership disputes when they occur.

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I’m Not Very Wealthy, Should I Still Make a Will?

Don’t ask who needs a will. Ask how to make a will. Estate planning is important, regardless of the number of assets you own.

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The Purchase Agreement Essentials: Representations and Warranties

Protecting Yourself with Representations and Warranties The representations and warranties section is one of the most negotiated sections of a purchase agreement between a buyer and seller. It covers statements […]

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My Financial Advisor Has Money Troubles: Fiduciary Obligations and Your Right to Know

Does your advisor have fiduciary obligations that require disclosure? Know how your investments may be affected by your financial investor’s money issues.

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The LLC Operating Agreement Demystified

An LLC operating agreement is a set of rules and provisions that outlines company structure, management, compensation and other internal issues.

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Sleep Better with Reps & Warranties Insurance

Understanding Representations, Warranties, and Indemnities in M&A Transactions When boards are deliberating the purchase or sale of a business, they need to consider the long-term risks of the decision. Understanding […]

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Commercial Litigation Funding: A Guide for Plaintiffs & Commercial Litigators Seeking Funding in the United States

This article is a comprehensive and plain-English treatment about one of the two parts of third-party litigation funding: commercial litigation funding.

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What ‘Animal House’ Can Teach Us About Reasonable Reliance in Fraud Cases

The boys of Delta Tau Chi unknowingly teach us about an important legal defense in fraud cases. What is reasonable reliance, and when is it effective?

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The Impact of Revenue Recognition Changes to Business Practice

Changes to revenue recognition standards took effect in 2019 for private companies. See how business practices have changed.

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