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Tips for Negotiating Supply Agreement Terms and Conditions in an Uncertain World

By: George C. Lepeniotis and Alex C. Bowman on September 27, 2023

Supply agreements govern the relationships between suppliers and customers regarding the exchange of goods and services and serve as a key component of success for many businesses.  Whether you are a seasoned procurement professional or a business owner just starting out, understanding the concepts,…

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Is Your Business Ready? Preparing for and Complying with the Corporate Transparency Act

By: Robert A. Greising and Travis D. Lovett on August 31, 2023

Starting January 1, 2024, most small privately held businesses will be required, pursuant to the Corporate Transparency Act (“CTA”), to report information to the federal government about their owners and individuals that exercise control over the company and to disclose those involved in forming or…

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Failed S Election – Fatal Flaw or Fixable Mistake? 

By: Maria Vladimirova Geltz on July 20, 2023

No one wants an unwelcomed surprise of discovering that the subchapter S election or qualified subchapter S subsidiary (QSub) election made on behalf of your corporation either inadvertently failed at the time of filing or was later inadvertently terminated. This discovery will often come at…

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Three Minute Update: How Seller Financing Can Get a Deal across the Finish Line

By: Robert A. Greising and Travis D. Lovett on July 18, 2023

Ideally, sellers of a business will never have to worry about covering a financing shortfall to get their deal closed. However, with the increase in interest rates over the last few years, structural issues with requirements of the primary lending source and the overall tightening of capital…

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2023 Deal Landscape: Sellers, Financing and Earnouts (Podcast)

By: Robert A. Greising, Amy L. VonDielingen, and George C. Lepeniotis on July 11, 2023

Mergers & Acquisitions Partners Robert A. Greising and Amy L. VonDielingen discuss a continuation of our 2023 Deal Landscape focusing on Sellers, Financing and Earnouts.

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Chasing the “Worm” – Act Now to Use the Federal Gift/Estate Tax Exemption

By: Micah J. Nichols and Rodney S. Retzner on June 8, 2023

It is not too early for individuals and families to start preparing for reductions to the Federal gift and estate tax exemption equivalent (“FET Exemption”) that become effective on January 1, 2026. 

The FET Exemption has increased through annual inflation adjustment, as well as an effective…

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The Deal Within the Deal - Internal Dynamics Among Multiple Seller Owners in an M&A Transaction (Podcast)

By: Brian M. Heaton and George C. Lepeniotis on April 13, 2023

Partner and Chair of the firm's Business Practice, Brian M. Heaton, discusses the internal dynamics among multiple seller owners in an M&A transaction.

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Delaware Duty of Oversight Extended to Officers – What about Indiana?

By: Robert A. Greising and Charles O. Richert on March 29, 2023

Introduction

A recent decision out of Delaware sent ripples of concern spilling out of the Board Room and throughout the C-suite.  On January 26, 2023, in In Re McDonald’s Corporation Stockholder Derivative Litigation, the Delaware Court of Chancery issued an opinion that denied a…

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Three Minute Update - Positioning for the Future: Non-Profits and Real Estate

By: George C. Lepeniotis and Alex C. Bowman on January 10, 2023

Nonprofit businesses across Indiana pursue their purpose often tied to the hope of finding new paths for the expression of their dreams. Each new cycle could bring new opportunities to serve the non-profit’s core mission or offer new challenges or new collaborations with other allied organizations.…

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Three Minute Update - Positioning for the Future: Due Diligence Throughout the Process of a Deal

By: Sarah E. Jones and Travis D. Lovett on October 27, 2022

Due diligence serves as a key backbone to a successful M&A transaction. While performing preliminary due diligence can set a business up for success in preparing for a future transaction, as further explained in this article, diligence should take place throughout an M&A transaction – not only to…

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2022 Deal Landscape: Reps & Warranties Insurance (Podcast)

By: Robert A. Greising and George C. Lepeniotis on October 12, 2022

In this podcast Mergers & Acquisitions specialist, Robert A. Greising, dives into a continuation of our 2022 Deal Landscape focusing on Reps and Warranties Insurance.

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Three Minute Update – Protecting Your Business: Confidentiality Agreements

By: Daniel Tychonievich and Virginia A. Talley on August 23, 2022

Confidential information often ranks as one of the most highly valuable and principal group of assets for many companies, and protecting these assets should be a vital business priority. In the ordinary course of business, however, many companies regularly share confidential information with…

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