A data room is not just a folder of files. It is a control system. This guide covers the access rules, AI restrictions, clean-team protocols, and escalation paths that keep diligence from creating new risk.
An acquisition NDA involving a public-company target can quietly shape bidding strategy long before a definitive deal exists. This article focuses on standstills, securities-law reminders, and use restrictions that matter.
Founders often know a C-corp may be coming but wait too long to convert. This guide covers timing, election mechanics, and the cleanup work that should happen before a priced round.
Liquidity can be attractive and still be tax-dangerous. This guide explains why premium pricing, company repurchases, and partial buybacks can change treatment for sellers and create withholding issues for the company.
Late-stage liquidity often turns option holders into tax planners overnight. This article explains the sequencing problems that show up when exercise, sale, 409A, and holding periods collide.
A good contractor agreement can help, but it cannot rescue bad operational behavior. This article pairs starter language with the management practices that matter once the work begins.
This merger agreement template is designed specifically for entrepreneurs and private companies, providing a streamlined, practical framework for structuring M&A transactions. It covers key deal terms, purchase price mechanics, representations and warranties, and closing conditions in a clear, founder-friendly format.
A founder-focused guide to competitor-buyer NDAs in M&A, covering staged disclosure, clean teams, standstills, and AI-use restrictions before sensitive information enters the data room.
A practical startup audit guide for contractor classification, focused on 1099s, fractional talent, consultant equity, and the facts that make a worker harder to defend as an independent business.
A practical guide for startups using agencies and outside firms, focused on vendor contracts, management behavior, and the control issues that can create joint-employer or misclassification trouble.