The COVID-19 pandemic has had a widespread impact on businesses of all sizes, with some companies forced to cut operations, limit hours or reviewing other strategic alternatives. Many distressed companies are considering all options to relive the pressures, which include raising operating capital, downsizing office space, laying off staff, and/or applying for Small Business Association Loans or other loans.… Read More
The COVID-19 pandemic has changed the lifestyles of countless Americans. Many have lost jobs or had to shift their focus to home schooling their children. Others have started working from home and have been considering the possibility of opening their own business.
Once you have a good sense of whether a merger or acquisition is appropriate to your long-term needs, there are a number of next steps that you should take before making any sort of deal.
Adding a new company to your business portfolio can be the change that sparks massive growth for your business or triggers the decline of eventual financial ruin. Fortunately, with thorough research and guidance from experienced legal counsel, the risks of buying a company or merging your company with another company can be significantly reduced.
The formation of a registered investment adviser (“RIA”) can be both an exciting and daunting process. On the one hand, the opportunity for financial professionals to achieve independence and the prospect of increased revenues as an independent RIA is an attractive possibility.
In recent years, there has been a considerable increase in the number of financial advisors who are looking to break-away and transition to careers with registered investment advisory firms (“RIAs”) or even launching their own RIA seeking more independence, control, growth opportunities, and increased compensation.
In these unprecedented times of global pandemic and turbulent economy, having a succession plan for your firm is more important than ever.
CEO and Managing Partner Michelle Jacko was featured in a CNBC article, “So Your Financial Advisor Took a PPP Loan. Here’s What That Means For You,” on May 14, 2020. In the article, Michelle discusses the circumstances surrounding disclosures of … Read More
The Securities and Exchange Commission (“SEC”) has announced that it will provide conditional regulatory relief for companies affected by the novel coronavirus (COVID-19).
The January Risk Management Update was written by Jacko Law Group, P.C. (“JLG”) and published on January 28, 2020.… Read More