In General

• Checklist: Disclosure and the Internet - Dealing with Shareholders and Investors   Lists steps that companies can take to reduce legal risks when disseminating company news online.
• Checklist - Steps to Planning an Effective Annual Meeting   Offers strategies for planning an annual meeting.
• Sample Estimate of Start-Up Costs   Offers a worksheet for estimating common business start-up costs.
• Questionnaire - How User-Friendly is My Annual Report?   Lists questions to determine whether your annual report satisfies the interests of analysts and shareholders.

Funding

• Real-Life Finance Agreements   Features credit agreements, debt-equity exchange agreements, indentures, loan agreements and more. From FindLaw's Business Contracts.

Initial Public Offerings

• Due Diligence Checklist - Going Public   Lists documents and information you will have to produce to the underwriter and legal counsel in its due diligence investigation.
• Going Public Questionnaire - Confidential IPO Information   Lists information your securities lawyer will need during your first substantive meeting.

Business Valuation

• Questions to Answer Before Beginning the Valuation Process   Lists questions a business will likely be asked during an appraisal.
• Reading a Balance Sheet   Provides a sample balance sheet with definitions and descriptions of key elements.

Small Business Loans

• Checklist - Information and Documents to be Included in a Loan Package   Lists information and documents needed for a loan package if you decide to seek debt financing for your business venture.
• Financing a Business - Intake Form   Lists information that you should be ready to provide to your finance officer or bank.
• Sample Business Balance Sheet   Lists information generally included in a business balance sheet.
• Sample Operating Budget   Tracks common expenses and overhead costs associated
• Sample Personal Financial Statement    When preparing to start a business.
• Sample Profit and Loss Statement   Contains information generally tracked in a profit and loss statement, which will help your lender evaluate your loan application.

Mergers & Acquisitions

• Being Acquired Checklist - Due Diligence   Lists information and documents that a potential acquirer will want to review.
• Checklist - Completing an Asset Sale--A Sample Closing   Lists documents and other items needed for the sale of a business when real estate is not being transferred.
• Merging with Another Business - Questions to Ask Prospective Intermediaries   Lists questions to help determine whether an intermediary is qualified to represent you in a merger.
• Sample Broker Listing Agreement - Sale of Business  
• Sample Representations and Warranties   Lists common representations and warranties that an acquirer will normally request from a company it intends to acquire.