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When making an acquisition, it’s important to perform preliminary due diligence as a buyer before making an offer or submitting an LOI. To start…

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As a leader, you are responsible for the vision and direction of your team. The higher your position, the more responsibility you have, and your leadership needs to meet the needs of your team and organization. Your leadership effectiveness is determined by the context in which you operate…

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Entrepreneurs are adept at wearing many hats in their business, which can be a competitive advantage. However, this strength can become a weakness when you wait too long to bring in specialized assistance, which is certainly true when considering hiring a lawyer. But when is the right time? Here is a checklist to think through…

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Many small and middle market companies may not have a General Counsel. Here are the advantages to having an outside general counsel on a fractional basis…

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We have a number of clients who call upon our firm as an outsourced general counsel. Typically an engagement begins on a project basis, and as we begin to learn more of the client’s business, we are brought in on more and more aspects of the business. What we find is that the earlier we come in…

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Building and guarding client assets is more than a full-time job for family offices, agents, consultants, and other financial advisers. It is key for them when advising clients to avoid these pitfalls…

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We work with a number of entrepreneurs, companies, and visionaries. The goals and needs are different for each one of them. Yet there are a series of steps to take when forming a multi-member LLC…

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You have put years of hard work, including restless nights, into your company. And now you have an offer to purchase your company (perhaps from an international corporation with operations here in US, or a US based company looking to expand their portfolio). You have been negotiating on price with the buyer and seem to…

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As mentioned previously regarding earn-outs, these are common provisions that you will see from the buyer as a seller of your company as a way to compromise on the valuation. Let’s take a look at some examples…

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