No results. Just methodology.
Covenant packages separate good deals from disasters. We walk through the specific language we scrutinize in asset-backed lending agreements—maintenance vs. incurrence, cure periods, and what happens when things go sideways.
Read articleMulti-generational wealth structures require coordination across state lines and often international borders. How we work with trust counsel in Delaware, South Dakota, Nevada, and offshore jurisdictions to ensure clean documentation.
Read articleWhen private equity gets marketed like mutual funds, something is wrong. We explain the red flags: excessive marketing spend, retail-friendly minimums, and distribution through financial advisor platforms.
Read articleWhat should a private placement memo actually contain? We outline the documentation we expect before bringing an opportunity to members—financials, legal structure, governance, and risk factors.
Read articleBuying secondaries in late-stage companies requires understanding liquidation preferences, participating preferred structures, and realistic exit scenarios. Our process for stress-testing private company valuations.
Read articlePassive Foreign Investment Companies create reporting nightmares. How we coordinate with your CPA when offshore structures trigger PFIC treatment—QEF elections, mark-to-market accounting, and Form 8621.
Read articleShould you use a Delaware LLC, Wyoming LLC, or offshore structure? We walk through the decision tree with your attorney and CPA—considering liability protection, tax treatment, and administrative burden.
Read articlePrivate placements come in different flavors. We explain Regulation D (U.S. investors), Regulation S (offshore), and why the distinction matters for compliance, documentation, and ongoing obligations.
Read article1-2 updates per month. No solicitations. Process-focused content only.