Financial Poise

Articles tagged: Small Business

The Foundation of Post-Closing Success

Without disciplined planning and detailed execution, even a well-negotiated deal can unravel quickly during the post-closing phase of an M&A transaction.

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When Patent Validity Moves to Two Courts

Litigants navigating federal district courts and the Patent Trial and Appeal Board (PTAB) must approach them as two parts of a unified strategy.

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Understanding Executive Protection Coverage

Understanding the advantages of executive protection coverage can prevent disasters from crippling a business and its leadership.

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Making Sense of the GDPR

Wherever a company operates, its privacy obligations rarely stop at the national border; understanding how the GDPR affects your business is crucial.

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Making It Rain

The accelerant in building a thriving practice is ‘rainmaking,’ which is the ability to attract clients, build influence, and generate long-term business.

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Understanding the M&A Process

Whether the goal is succession, liquidity, growth, or simply moving on, the M&A process forces owners to take a deep and honest look at their business.

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Leveraged Finance in 2025

Understanding the current trends in leveraged finance helps business owners and advisors make smarter choices about when and how to borrow.

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Navigating Business Insurance

The right business insurance policies can turn unknowns into manageable risks and provide the financial and legal tools to survive the inevitable surprises.

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Filing a Post-Grant or Inter Partes Review

Post-grant proceedings offer a quicker, more technical route to contest a patent’s validity, but they also carry strategic, financial, and procedural traps.

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Key Principles in Securities Law Compliance

Modern governance requires that companies integrate legal, financial, technological, and cultural disciplines into a unified compliance strategy.

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