M&A Due Diligence Checklist — Comprehensive
Complete due diligence request list for acquisition transactions. Covers corporate, financial, tax, IP, employment, environmental, real estate, and litigation items. Updated for 2026 regulatory changes.
Credit Agreement Term Sheet Template
Standard term sheet template for syndicated credit facilities. Includes revolving credit, term loan, and incremental facility provisions with market-standard benchmarks.
Litigation Hold Memo — Best Practices
Guidance on implementing and managing litigation holds, including trigger events, scope determinations, custodian identification, and preservation obligations under federal and state rules.
Fund Side Letter Negotiation Playbook
Comprehensive guide to negotiating side letter provisions, including MFN protections, co-investment rights, fee modifications, reporting requirements, and transfer restrictions.
SEC Comment Letter Response Guide
Step-by-step guide for responding to SEC staff comment letters on registration statements and periodic reports. Includes sample responses for common comment categories.
Stock Purchase Agreement — Form
Standard form stock purchase agreement for private company acquisitions. Includes comprehensive representations, covenants, closing conditions, and indemnification provisions.
Data Privacy Compliance Checklist — Multi-Jurisdiction
Cross-jurisdictional data privacy compliance checklist covering GDPR, CCPA/CPRA, LGPD, and PIPL requirements. Includes data mapping templates and DPA considerations.
Employment Agreement — Executive Template
Executive employment agreement template with compensation terms, equity provisions, non-compete/non-solicit covenants, severance arrangements, and clawback provisions.
REIT Formation and Qualification Memo
Detailed analysis of REIT qualification requirements, including income tests, asset tests, distribution requirements, and common structuring considerations for private REITs.
Covenant Compliance Certificate Template
Standardized compliance certificate template for financial covenants including leverage ratio, interest coverage, fixed charge coverage, and minimum liquidity calculations.
Antitrust Merger Review — Hart-Scott-Rodino Guide
Comprehensive guide to HSR filing requirements, timing considerations, and second request preparation. Updated for the FTC's 2026 merger guidelines.
New Hire Onboarding Checklist — Legal Staff
Standard onboarding checklist for new legal staff including system access, training modules, mentor assignment, and first-week orientation schedule.
Zoning and Land Use Due Diligence Memo
Guidance on conducting zoning and land use due diligence for commercial real estate acquisitions and development projects, including entitlement risks and variance procedures.
IPO Readiness Assessment Checklist
Pre-IPO readiness checklist covering corporate governance, financial reporting, internal controls, disclosure obligations, and regulatory compliance milestones.
Article: AI-Assisted Legal Research — Ethical Considerations
Analysis of ethical obligations when using AI tools for legal research, including competence requirements, supervision duties, and client disclosure considerations under Model Rules.