Benzinga

JULY 19, 2024

Augmedix delivers AI medical documentation products to healthcare systems, physician practices, hospitals, and telemedicine practitioners. Under the agreement, Augmedix stockholders will receive $2.35 per share in cash upon completion of the proposed transaction, and Augmedix will become a wholly-owned subsidiary of Commure.

Equity 65

Equity 65

John Jenkins

JULY 31, 2024

This recent Greenberg Traurig memo addresses the implications of the 2024 DGCL amendments that drafters of merger agreements, resolutions, and other corporate documents should keep in mind.

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Mckinsey and Company

OCTOBER 4, 2022

Trade documentation is a paper-intensive and resource-consuming process. An electronic bill of lading could save $6.5 billion in direct costs and enable $40 billion in global trade.

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Peak Business Valuation

MAY 13, 2023

It is important to know the documents needed for an SBA Loan before starting the application process. When applying for an SBA loan, it is crucial to ensure that you have the necessary documentation. Below we highlight several documents needed for an SBA loan. In the following paragraphs, we review a few of these documents.

Business Valuation 52

Business Valuation Finance Appraisal Start-ups 52

Benchmark Report

OCTOBER 2, 2023

This article provides a summary of the key transaction documents along with insights from your experienced Benchmark International deal team.

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Lighter Capital

DECEMBER 1, 2023

This allows you and your investors to see how the values change if, say, you hire a new sales rep or slow down marketing efforts in the off season. RELATED: 8 Principles for Building Realistic Financial Projections for Your Startup 4.

Debt Financing 52

Debt Financing Finance Marketability 52

Benchmark Report

AUGUST 24, 2023

Founded in 1996, Datatron became the first dedicated bureau in the North of England, pioneering document scanning services. Datatron currently processes over three million documents per week, delivering services to a large number of customers across the public and private sectors.

Marketability 52

Marketability 52

Law 360 M&A

SEPTEMBER 26, 2023

Courts often subject parties using technology assisted review to greater scrutiny than parties conducting linear, manual document review, so parties using large language models for document review should expect even more attention, along with a corresponding need for quality control and validation, say attorneys at Sidley.

Technology 40

Technology 40

Law 360 M&A

FEBRUARY 8, 2023

Texas-based document management company M-Files said Wednesday that it has acquired Finnish no-code document automation platform Ment, formerly known as Contract Mill Oy.

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Benzinga

JUNE 10, 2024

AUSTIN, Texas, June 10, 2024 (GLOBE NEWSWIRE) -- Mitratech, a global compliance technology leader for legal, risk, and HR teams, is excited to announce its strategic acquisition of HotDocs, the market-leading provider of automated document creation and management. As part of. Full story available on Benzinga.com

Compliance 40

Compliance Marketability Technology 40

ThomsonReuters

MAY 2, 2023

Specifically, we’ll look at the need for auditors to maintain professional skepticism and document their work thoroughly to improve audit effectiveness and efficiency. Revised audit documentation requirements Among the new provisions in SAS 145 is the revision of the audit documentation requirements.

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Valutico

JULY 20, 2023

Valutico Introduces New Feature to Support Documentation of Decisions and Assumptions Valutico launches a new “Notes” feature to document decisions and assumptions in valuations. To overcome this challenge, Valutico’s new feature enables users to document decisions and assumptions directly within the platform.

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ThomsonReuters

MARCH 16, 2023

The trial court disagreed, holding that exhaustion of the plan’s internal claims procedures was not required where no language about procedures existed in the underlying plan document and concluding that the plan’s intentionally self-inflicted injury exclusion did not apply to this situation (see our Checkpoint article ).

Compliance 52

Compliance 52

Benzinga

APRIL 25, 2022

Pune, India, April 25, 2022 (GLOBE NEWSWIRE) -- The global document management system market size was USD 5.00 Fortune Business Insights™ provides this information in its report titled "Document Management System Market Growth, 2022-2029.". Document Management System Market Size in 2021. billion in 2021 and reached USD 5.55

Marketability 52

Marketability 52

ThomsonReuters

MARCH 24, 2022

Alternatively, the court ruled that the participant was deemed to have exhausted administrative remedies because the plan document did not contain any information about review procedures or remedies for denied claims. EBIA Comment: As this court noted, the plan document is at the center of ERISA. Contributing Editors: EBIA Staff.

Compliance 52

Compliance 52

ThomsonReuters

SEPTEMBER 23, 2021

A participant in a self-insured ERISA health plan, in connection with a lawsuit over a benefits denial, asked the court to award him penalties for the plan administrator’s failure to furnish documents in response to a written request. (As For several reasons, the court declined to award penalties. Contributing Editors: EBIA Staff.

Compliance 52

Compliance 52

ThomsonReuters

AUGUST 5, 2021

Should we create a plan document, or should we use a document from our TPA? ANSWER: Your company, as the plan sponsor, is responsible for the content and formal adoption of the ERISA-required written plan document. If your plan design deviates from the TPA’s standard offerings, a customized document will be necessary.

Compliance 52

Compliance 52

ThomsonReuters

SEPTEMBER 2, 2021

IRS Webpage: IRS Checklists for Retirement Plan Documents. The IRS has updated nearly all of the “subject matter packages” used by IRS specialists when reviewing retirement plan documents. Available at [link]. Each package consists of an Explanation, a Worksheet, and a Checksheet that are designed to be used together.

Compliance 52

Compliance 52

Norman Marks

OCTOBER 30, 2023

For years now, I have been preaching (sorry) about the need for internal auditors to cut out any activity that doesn’t create value for its customers in management and on the board. This is an essential element in the great discipline, originally used in manufacturing by Toyota, called Lean. James Paterson (formerly the CAE at […]

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ThomsonReuters

MAY 12, 2022

Our plan uses a pre-approved plan document and covers only employees of our company (i.e., ANSWER: Pre-approved plan documents are documents that have already received an opinion letter from the IRS, so a 401(k) plan that uses a pre-approved plan document may not need to be submitted for a determination letter.

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ThomsonReuters

JANUARY 12, 2021

Rathore described several ways that a lack of data management automation hampers tax teams: Data Collection: This preliminary administrative step has always been difficult in the absence of centralized data storage, standardized templates, and sound document management protocols. These include: Optimized data storage and document management.

Beta 52

Beta Compliance Finance Technology 52

Harvard Corporate Governance

OCTOBER 17, 2023

In 2003, a group of approximately two dozen lawyers specializing in venture capital (VC) finance embarked on a mission to standardize the financing documents utilized by VC firms for investments in US-based startups. For this reason, central to the NVCA financing documents is the NVCA model charter. more…)

Finance 309

Finance Equity 309

Benzinga

SEPTEMBER 28, 2022

27, 2022 (GLOBE NEWSWIRE) -- Today, ProcessMaker , a worldwide leader in digital business transformation and process management, announces the acquisition of the intelligent document processing specialist Doculayer, based in Amsterdam, The Netherlands. Intelligent Document Processing adds tremendous value. Durham, NC, Sept.

Compliance 40

Compliance 40

John Jenkins

JUNE 14, 2023

John has blogged about the perils of emails & texts with books and records requests. Over on TheCorporateCounsel.net, Liz recently blogged about the quote that came out in connection with the SEC’s charges against Binance.

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Benzinga

DECEMBER 28, 2022

securities regulatory authorities a disclosure document (the "Disclosure Document") relating to the Transaction that contains disclosure similar to what would be available if minority approval of the Transaction were sought at a meeting of unitholders. Brookfield Business Partners has filed with Canadian and U.S.

Technology 40

Technology 40

IVSC

JULY 11, 2024

Key Themes The Agenda Consultation document highlights several key themes for consideration: Environmental, Social, and Governance (ESG): Recognising the growing importance of ESG factors in valuation, this topic explores how these elements impact valuation processes and the need for additional standards.

Technology 189

Technology Intangible Assets Business Valuation 189

Harvard Corporate Governance

JULY 17, 2024

The Supreme Court agreed to answer two significant questions, both of which have very real consequences for businesses facing securities fraud litigation: (1) whether plaintiffs seeking to allege a strong inference of scienter under the Private Securities Litigation Reform Act (PSLRA)—a rigorous and formidable burden—based on allegations about internal (..)

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Law 360 M&A

DECEMBER 13, 2022

Attorneys at Kramer Levin explore how transactional practitioners address sandbagging in acquisition agreements, the default rules that courts may apply when deal parties are silent on the issue, and how sandbagging comes up in the context of representation and warranty insurance policies and any related special indemnities in acquisition agreements. (..)

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John Jenkins

AUGUST 14, 2023

On TheCorporateCounsel.net, I recently blogged about the 2023 amendments to the DGCL. The governor of Delaware signed those amendments into law on July 17th, and, with a few exceptions, they will be effective August 1st.

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Harvard Corporate Governance

NOVEMBER 27, 2023

It is important to note that we often see dramatic differences in disclosure between these documents. That means that a somewhat comprehensive approach to governance stipulated in the sustainability report might not translate into the relevant committee charter, or other documents or vice versa. more…)

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Reynolds Holding

APRIL 6, 2022

As part of its ongoing investigation, the team has conducted dozens of interviews and collected documents from Enforcement and Adjudication staff, as well as the Office of the Secretary. BRG is also conducting an analysis of access logs for the various systems.

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Harvard Corporate Governance

SEPTEMBER 14, 2024

Although portability has not been a common feature of loan documentation, during the past 12 months, private equity sponsors have increasingly looked to take advantage of portable debt facilities to support M&A transaction flow. This post is based on their White & Case memorandum. more…)

Equity 112

Equity Marketability 112

N Contracts

JULY 12, 2022

Every profession has an unofficial motto.

Compliance 86

Compliance Banking 86

Appraisers Blog

NOVEMBER 1, 2024

With all supporting documents hud not once requested a single document including our paid inspection report i paid for not hud. Every complaint we have filed with HUD has never once properly investigated the complaint. And my husband is Hispanic and I am white. So now the sellers are now being sued in civil litigation.

Appraisal 91

Appraisal 91

Harvard Corporate Governance

NOVEMBER 21, 2022

firms had converged around voluntary standalone ESG reports as a primary means of documenting their ESG activities. We also document how this content changed around the introduction of voluntary disclosure standards that defined a comprehensive set of financially material ESG issues. We next study the content in these reports (i.e.,

Start-ups 270

Start-ups Finance 270

Appraisers Blog

AUGUST 16, 2024

Every instance of such behavior should be sent documented to your state board. All any of them ever needed to do is issue audits, request company policy documents, or step in there with an actual appraiser to document the ongoing illegal behavior. In reply to Joseph. The regulators at every level are asleep at the wheel.

Appraisal 92

Appraisal 92

Harvard Corporate Governance

NOVEMBER 24, 2023

Normal 0 false false false false EN-US X-NONE X-NONE This report documents corporate governance trends and developments at US publicly traded companies—including information on board composition and diversity, the profile and skill sets of directors, and policies on their election, removal, and retirement.

Equity 324

Equity 324