Trace Gordon 
Updated Feb 10, 2024 When looking for an investment, or perhaps being involved in a merger or acquisition of some sort, it’s important to know not only the tools involved, but the terms as well. Throughout the course of the process, there will be expressions bandied about, such as deal room, letter of intent (LOI), … Read more
Knowing the lingo of business transactions, particularly in the world of mergers and acquisitions (M&As), is one of the keys to a successful outcome. Expressions such as business valuation, deal structure and due diligence are commonly used, and knowing these terms, among others, is vital. One important term to know about is debt covenants. What … Read more
Updated Feb 11, 2024 Shareholders and stakeholders in virtually every company believe that those companies should be managed to create as much wealth as possible. And that means that resources should be managed to achieve that goal. While there are scores of ways for companies of all sizes to increase revenues and reduce costs, one … Read more
In the business world, the endgame in virtually every company is to make a profit, so naturally, keeping an eye on where the cash is generated – the sales department – is vital. Even though your sales performance sales team is chugging along, converting leads to customers and eventually bringing in the revenue, it’s a … Read more
Companies of all sizes need to maintain documentation of all sorts of things, including records of financial, corporate and legal issues, among others. In the pre-digital age, these documents were just that, hard copy documents. Whether it was Coca-Cola’s “secret formula” kept in a heavily guarded safe or less secure corporate archives, these records needed … Read more
When it comes to venture capital dealings, there are many terms and nomenclature that are unique to this part of the business world. Terms such as “Post-Money Valuation,” “Letter of Intent (LOI),” and “Memorandum of Understanding (MOU)” are typically used and probably make no sense to anybody outside of the industry. Another term that is … Read more
Intellectual property is one of your organization’s most valuable assets, and knowing how to effectively license it as well as protect it is key. IP licensing can be a profitable business both for the IP owner and the licensee, but knowing the basics about the process and how to protect your company’s assets is paramount. … Read more
The steps of the information security life cycle provide proven, replicable processes for your organization’s IT team to protect network, systems and data. Read on to increase your knowledge.
CIMs for private equity can be filled with highly-sensitive information about a company’s financial standing. How can you create these crucial documents with confidence?
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