When it comes to closing a round of investments, how you present your company — specifically, how you present the documents that measure your company’s strengths and performance — is key. The goal, of course, is to present the most accurate and compelling picture of your company to a group of investors who see the…
DetailsProtecting sensitive data remains an enormous challenge in virtually every industry, and especially so for industries that are governed by strict privacy regulations like healthcare. Data security is paramount — losing control of patient or facility records isn’t merely an inconvenience — serious legal and financial consequences are at stake here for non-compliance. Knowing…
DetailsYour document management workflow design sits at the heart of your company’s productivity, efficiency and security. If you don’t have an efficient document management workflow design, bolstered by a secure, cloud-based electronic document management system, you could be opening your firm up to inefficiencies, lost profits and damaging data breaches. In 2019, nearly 30% of…
DetailsWe know we need to choose good passwords, following all the rules about capitalization and special characters, but how secure does our email really have to be? How easy is it to crack into an email account and what is at risk? The answers may worry and surprise you. Getting access to an email account…
DetailsEconomic turbulence is part of the natural cycle of business. It falls into a rhythm — things get worse; things get better (though not with any predictable timeline). The government does its part to flatten the extreme highs and lows by doing what it can — adjusting interest rates, increasing the money supply and reducing…
DetailsBefore entering into an agreement or contract with another party, a company usually conducts due diligence. Due diligence for any transaction minimizes risks and maximizes value for the shareholders and stakeholders involved. According to Thomson Reuters Westlaw, the specific due diligence plan for a private equity transaction is driven by the private equity (PE) fund’s…
DetailsFor every merger and acquisition that goes through there are several that fall through. It’s a risk of doing business. In some cases there are clauses built into the deal to keep one side from backing out: clauses that cause a side to pay a large fee if they decide to bail on the M&A…
DetailsIs your company undergoing a legal compliance audit? Understanding the documents you need can be the first step in preparing for an audit. Most legal compliance audits evaluate multiple areas of your organization to ensure you’re following the laws and regulations for your business and industry. A legal compliance checklist typically includes areas such as:…
DetailsEnsuring that sensitive information in your company’s documents is secure and that it’s properly redacted is paramount. Owning the ability to share company documents while masking the data that must be kept confidential is an important asset for any company today, especially in light of recent data breaches and cyberattacks. Protecting sensitive data from those…
DetailsWhen a business needs money to maintain operations and expand their business, they often need outside sources of capital. But where do they get this capital from, and what is the right way to raise capital? First off, let’s start with the two ways of raising capital: debt or equity. One is borrowing the money…
Details
