Knowledge // Strategy // Execution

The Insights Library.

Senior-led legal analysis for the modern business owner navigating growth, transition, and legacy.

Categories

  • Categories: Insights, Mergers & Acquisitions|Published On: August 5, 2026|

    The Quality of Earnings Report: Why It’s Become the Center of the M&A Process

    By

    Twenty years ago, the buy-side quality of earnings report was a relatively narrow exercise — a buyer's accounting firm coming [...]

  • Categories: Estate & Wealth Continuity, Insights|Published On: July 28, 2026|

    Planning for Incapacity: More Than Just a Power of Attorney

    By

    Most people think of estate planning primarily as planning for death — wills, trusts, beneficiary designations. But planning for incapacity [...]

  • Categories: Insights, Mergers & Acquisitions|Published On: July 22, 2026|

    Preparing the Disclosure Schedules: The Sell-Side Work That Determines the Deal

    By

    Of all the seller-side work in an M&A transaction, disclosure schedule preparation is the most labor-intensive and the most underestimated. [...]

  • Categories: Estate & Wealth Continuity, Insights|Published On: July 14, 2026|

    Protecting Inherited Wealth Across Generations

    By

    There's an old saying among estate planners: the first generation builds it, the second generation preserves it, and the third [...]

  • Categories: Insights, Mergers & Acquisitions|Published On: July 8, 2026|

    Reps and Warranties Insurance: How It’s Changing the Way M&A Deals Get Done

    By

    Ten years ago, reps and warranties insurance was a curiosity in the middle market — used occasionally, viewed skeptically, and [...]