In the world of wealth management, making a significant business move isn’t just about opportunity—it’s about preparation. Performing your due diligence ensures you’re making informed decisions that ...

Selling a company is one of the most difficult decisions a business owner can make. The process is complex, takes a ...

In today’s world of complex mergers and acquisitions (M&A), more and more companies and their professionals are utilizing data rooms to help facilitate the M&A due diligence process. In M&A ...

We’d like to move forward to due diligence.” Then the adrenaline wears off. Suddenly, you’re wondering if your financials are ...

This article is part of a continuing series by Frank Jones outlining recurring issues of critical importance to sellers in private company M&A. Previous topics include Equity Rolls, Net Working ...

M&A in the AI sector is redefining deal risk, especially when sensitive data is involved. As AI companies power breakthroughs in biotech, healthcare, defense, and critical infrastructure, the stakes ...

As innovation cycles accelerate and technology convergence increases, intellectual property has become a powerful driver of major corporate acquisitions. For companies engaging in mergers, ...

You probably wouldn't make a major purchase without first reading product reviews, comparing an item to its competitors or assessing its features, performance, pricing and overall value to meet your ...

If you’re a commercial real estate investor, there’s constant pressure to identify the best quality opportunities before competitor investors strike. From deal sourcing and underwriting to due ...