Trace Gordon 
When a company is interested in doing business with another company — or perhaps is even merging with or acquiring that company — it will want to perform a customer due diligence. This means having a close look at how the target company books its revenues. This will normally include a closer look at the … Read more
The earnings report enables publicly traded companies to report their financial results during a specific period, usually a quarter or a year. Investors lean on earnings reports to better understand a company’s financial performance. Companies also use earnings reports to not only present financials but also provide investors with explanations about operations, new products and … Read more
In an M&A transaction, a hostile takeover is the means by which a company wishing to acquire a target company seeks the approval of the target company’s shareholders, either by making a tender offer or through a proxy vote. While a tender offer or a proxy vote might sound permissible, it is not: The difference … Read more
Interoperability in healthcare refers to how different software and data storage systems, including the customer relationship management systems, content management systems, and even billing systems work together in a compatible and secure way. Interoperability in healthcare systems not only help ensure HIPAA compliance for medical providers and their business associates, but can also lead to … Read more
Cybersecurity breaches have become all too common. Incidents of malware, ransomware, trojans and phishing have all spiked at unprecedented rates, with attacks becoming more sophisticated, more coordinated and, when they strike, more devastating to companies than ever before. The security of your most important digital documents should be the last bastion in any organization’s cybersecurity … Read more
Intercompany transactions often carry unique legal and financial challenges for the parent company and its subsidiaries that may benefit from the cash or assets exchanged. Even if both companies do everything “by the books,” with a clear record of transactions, lenders may not look favorably upon intercompany transactions. These types of transactions can also muddy … Read more
Considering the constant exposure we have to email-based security breaches, like spoofing, phishing, malware and ransomware attacks, you might think that email encryption has become a standard implementation for most companies and email platforms — well, think again. Most platforms today do support encryption, but it’s up to you — or your system admin — … Read more
A merger or acquisition is one of the most complex of corporate transactions, requiring the target company to assemble and present for review of hundreds of documents detailing the company’s assets and liabilities to a potential buyer. The “sell-side” of a mergers and acquisitions (M&A) transaction describes the deal process from the perspective of the … Read more
Due diligence is the process of verifying, investigating or auditing a potential investment opportunity to confirm that the investor or buyer has all of the relevant information needed. This is done before the deal closes and, if it’s not done right, may terminate the deal. The Role of Due Diligence in M&As On the buyer’s … Read more
If necessity is the mother of invention, there’s probably a software solution that’s already been invented to handle that necessity. Indeed, people often look to technology to handle life’s little confusions. Whether it’s a consumer wondering how to resize a photo or a business person trying to figure out how to convert a … Read more
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