
IP Diligence in Stock Deals and Mergers: The License, Chain-of-Title, and Open-Source Problems That Change Price
A buyer-and-seller guide to the IP issues that change deal value in stock purchases and mergers, including chain of title, open source, consents, privacy, and transition documents.

Reg D Private Offering Execution Checklist: How to Run a 506(b) or 506(c) Raise Without Losing the Exemption
A practical checklist for running a private placement under Rule 506(b) or 506(c), from investor qualification and solicitation rules to documents, closing, and Form D.

Participating Preferred in Growth Equity: How a Double-Dip Certificate of Designation Rewrites Exit Economics
An owner-side guide to double-dip participating preferred stock, focusing on liquidation waterfalls, dividends, control terms, and the certificate issues that drive later-stage economics.

Private Company Governance Hygiene: Board Composition, Committees, and Succession Planning Before a Financing, Audit, or Exit
A practical private-company governance guide covering board structure, committee choices, decision hygiene, and succession planning before investors or buyers start asking questions.

Founder Commentary on a Private Equity Stockholders Agreement
This companion post walks article by article through the founder-facing pressure points in a

Private Equity Founder’s Stockholders Agreement
Private Equity Founder’s Stockholders Agreement A founder-focused, sponsor-control model form for rollover equity, management co-investment,
Give us a call at
904-234-5653
or fill out the form below for a consultation.
"*" indicates required fields