Trace Gordon 
No matter what type of business you’re involved in, there’s going to come a time when you must concern yourself with the process of due diligence. Due Diligence is an audit, review or investigation that is undertaken during the course of a business deal. The goal is to confirm (or discover) all the facts, figures, … Read more
Change is a constant in the business world. Companies are founded, expanded, split, spun and sold, and they often merge with others or acquire another company. Of course, each of these types of transactions has its own set of rules, regulations and processes it must go through. One of the more frequently used types of … Read more
Tech stocks, which is a shorthand term for technology stocks, are stocks issued by companies within the technology sector. Most major technology companies are represented on the NASDAQ exchange, although some reside in other indices. Before the 1990s, most people didn’t know much about the products that these technology companies produced; however, since then, most … Read more
Knowing exactly what liquidation preference is and how it’s used is vital in the world of startups and VC funding. Understanding the nuances of it can make the difference between profit and loss for the investor.
A management buyout is one of many types of deals that falls under the mergers and acquisitions category. The first step to participating in a successful MBO deal is understanding exactly what a management buyout is.
The oil and gas sector is huge, the largest industry in the world, as far as dollar value goes, and many nations’ GDPs are significantly impacted by oil and gas. Deal values in the sector, along with the number of deals themselves, increased greatly in 2021, up from 40 in 2020 to 74 in 2021. … Read more
Companies come and go, succeed or go bankrupt, grow, buy and sell other companies, or break into smaller divisions of those other companies. New companies are founded by divisions of established companies that become fully independent companies on their own. The expelling of a division or portion of a company is known as a divestiture. … Read more
Stocks and securities inhabit a world of their own, a place with its own set of nomenclature and rules. A security is one type of ownership of a company (either equity, debt or derivatives), while a stock is a particular type of security, one that falls under the equity heading. These instruments are bought and … Read more
It’s been said that nothing is certain except death and taxes, and the Internal Revenue Service (IRS) is said to be unforgiving, so keep your records. The IRS is a tough foe to battle, so once you’ve filed your taxes, you better make sure you have all your accounting straight in the (highly unlikely) event … Read more
Businesses come and businesses go. They are founded, bought, sold, merged, spun off and sometimes end up in bankruptcy. In most of these cases, there are a series of steps that need to be taken and questions that need to be asked. Knowing what to ask (and when to ask it) is key for anybody … Read more
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