On Sunday, December 22nd we will be performing routine maintenance and access to our services will be intermittent. Please contact your Account Manager with any questions or concerns.

Risk Management Blog

UCC & Corporate Due Diligence

Resource Guide for Legal and Financial Professionals

Tips for Your Fast-Paced Year End Corporate Transaction (Part II)

December 12, 2019 Corporate, Registered Agent, Due Diligence, Tips Something

Below are a few additional tips to help move your deals at lightning speed and efficiency from our popular and informative post:  Tips For Your Fast-Paced Year End Corporate Transaction (Part II). Have your service company “in the deal” as a partner. If you are able to share a few key points to the transaction, deadlines, or closing date by walking your service provider through the transaction, it will help you execute on multiple…READ MORE

*Disclaimer

Tips For Your Fast-Paced Year End Corporate Transaction (Part I)

December 05, 2019 Corporate, Registered Agent, Due Diligence, Tips Something

Year end is here.  Lightning speed transactions require entity Formations and Registrations in several states.  Below, we have listed some reminders to help you through the year end rush for your year end corporate transaction. Delaware Direct Access. Delaware by far is the state where the majority of year-end transactions occur.  Working with a service company (Online Agent) that has direct Delaware Corporate Database access will…READ MORE

*Disclaimer

Delaware Offers Preclearance Review of Corporate Documents to Reduce Rejections

November 14, 2019 Corporate, Due Diligence, Tips Something

The State of Delaware offers Preclearance Review of Corporate Documents to assist filers through the corporate filing process and reduce the number of filings that do not meet required criteria. Various preclearance corporate filing services are offered and their official review procedures are a convenient way to avoid potential processing errors. This service assures that you have accurately drafted your corporate document before formally…READ MORE

*Disclaimer

Are You Frustrated by Missing Documents at Your Closings?

November 07, 2019 UCC, Corporate, Due Diligence, Tips Something

Familiar with that feeling? Of course we’re all looking for ways to improve efficiency and, on this topic, there are some steps you can take that may help save time and streamline processes so you’re ready when it’s time and you’re not frustrated by missing documents at your closings. Don’t wait until the last minute. This seemingly simple tactic is vital to assuring you have the documents you need when you need them. If you…READ MORE

*Disclaimer

CA Secretary of State Announces New Trademark Search

May 02, 2019 Corporate, Tips Something

Keeping true to their dedication to California Entrepreneurs, the California Secretary of State’s office has launched its new California Trademark Search. This search tool provides customers with the ability to search active trademarks on file with their office. Customers are now able to search by: - registration ID - description of mark - registration date - classification code - name of owner - US Patent & Trademark Office design…READ MORE

*Disclaimer

Determine Your Corporate Name Nationwide (Part II)

January 10, 2019 Corporate, Due Diligence, Tips Something

Earlier this week we discussed Corporate Name Availability in more detail. Today we share some tips on Name Reservation vs. Name Registration. Name Reservation Generally a document and filing fee submitted to a Secretary of State office, or just a fee paid. A Name Reservation can hold your name for a term that can vary from 30 to 180 days depending on the state. If your business plans experience a delay, most states will allow you to re-reserve…READ MORE

*Disclaimer

Determining Corporate Names Nationwide (Part I: Name Availability)

January 08, 2019 Corporate, Tips Something

Perfecting your registration or qualification with all Secretary of State Offices under the same name is important for many reasons.  Most companies want name consistency in all the states they are registered or qualified to do business.  Name consistency in each state keeps contracts, business cards, licenses, etc. uniform so that there are no exceptions or variations from state to state. Depending on the states and timeline for registering…READ MORE

*Disclaimer

New Years Resolutions? Improve UCC Due Diligence

December 13, 2018 UCC, Due Diligence, Tips Something

2019 is approaching and New Years resolutions are on everyone's mind.  Streamlining and improving your UCC due diligence strategies should be on your list!  Have you considered adapting new strategies to improve your UCC Due Diligence? Evaluating your UCC management can be a complicated process; as a UCC service partner we support our clients responsibility to reduce risks, improve workflow efficiency and cut costs while maintaining accuracy. Experiencing…READ MORE

*Disclaimer

2018 Tips For Speedy Year End Corporate Transactions (Part II)

November 27, 2018 Corporate, Registered Agent, Due Diligence, Tips Something

To add to last week’s blog, below are a few additional tips to move your deals at lightning speed and efficiency from our popular and informative post:  Tips For Your Fast-Paced Year End Corporate Transaction (Part II). Have your service company “in the deal” as a partner. If you are able to share a few key points to the transaction, deadlines, or closing date by walking your service provider through the transaction, it will…READ MORE

*Disclaimer

2018 Tips For Speedy Year End Corporate Transactions (Part I)

November 14, 2018 Corporate, Registered Agent, Due Diligence, Tips Something

Year end is here.  Lightning speed transactions require entity Formations and Registrations in several states.  Below, we have listed some reminders to help you through the year end rush. Delaware Direct Access. Delaware by far is the state where the majority of year-end transactions occur.  Working with a service company (Online Agent) that has direct Delaware Corporate Database access will provide you speed and answers when needed.…READ MORE

*Disclaimer