Financial Poise

A Checklist for Due Diligence When Hiring a Financial Advisor

June 18, 2026
/ Weekly Commentary
/ By Amy Cai and Jonathan Friedland

Tags: Advisors, Due Diligence,

When it comes to vetting a financial advisor, Googling their name is not enough. Here’s a checklist of questions you need to ask and red flags to watch out for.

How to Choose the Right Valuation Expert

Tags: Business Strategy, Buying a Business, Due Diligence, Selling Your Business, Valuation,

The right valuation expert engaged early can strengthen a case, guide negotiations, and help parties resolve disputes more efficiently.

Selecting the Right Valuation Expert

Tags: Business Strategy, Buying a Business, Due Diligence, Selling Your Business, Valuation,

Selecting the right valuation expert for a business interest, asset, or liability can be essential in litigation, transactions, or strategic planning.

Protection From Investment Fraud: Who’s Got Your Back?

July 14, 2025
/ Investing • Legal • Personal Finance
/ By Adam Schlagman

Tags: Accredited Investors, Due Diligence, Financial Literacy, Litigation, Personal Finance/Investing,

If an investment opportunity sounds too good to be true, it may be a sign of investment fraud. Learn the signs with these investment watchdog resources.

3 Approaches to Business Valuation Methods

June 3, 2025
/ Business Owners & Executives • Investors • Legal
/ By Erin Hollis

Tags: Accounting, Auditing, Taxation, Due Diligence, Financial Analysis, Mergers, Acquisitions, Integrations, Valuation,

A thorough business valuation is critical in helping investors distinguish between a good and bad investment.

Purchase Agreements, Positive Covenants, and Restrictive Covenants in M&A Transactions

Tags: Due Diligence, Intellectual Property, M&A, Mergers, Acquisitions, Integrations, Selling Your Business,

Covenants in M&A deals ensure a smooth transition. Learn how restrictive and positive covenants protect both buyers and sellers.

Key Private Equity Considerations for Would-Be Investors

March 26, 2025
/ Investing
/ By Caroline Rasmussen

Tags: Accredited Investors, Alternative Assets, Due Diligence, Portfolio Management, Private Equity,

A private equity investment is a major risk for individual investors. Follow this due diligence checklist to evaluate opportunities before you invest.