Articles

Sure, it's standard to review a company’s formation docs, ownership structure, and state filings—but that’s just the start. If you’re only relying on what’s filed with the Secretary of State or on annual reports, you’re playing defense. Savvy acquirers cross-check everything. Here’s how to dig deeper and protect your client [...]

Smart professionals use ChatGPT to save time. Strategic ones use it to gain insight. Everyone knows it can draft emails and summarize articles. But what’s more powerful is how it can help you reflect on your own patterns, mindset, and decision-making. Instead of looking at ChatGPT as a smart assistant, [...]

Last week, I posted about the limits of AI in high-stakes background investigations. The post sparked some strong reactions—which is great. It means this conversation matters. Let me clarify something: I’m not anti-AI. In fact, I want AI to succeed in our field. I’ve reviewed dozens of AI-driven tools. Some [...]

We recently encountered a situation with a client whose close relative had passed away, leaving behind a locked iPhone. The family sought access to sentimental and potentially significant digital assets like photos and videos, stored behind a six-digit PIN, as well as messages and location history to identify activities just [...]

March 14, 2018 Washington — Rep. Ro Khanna (D-CA) and 12 other House Democrats have introduced legislation intended to curb workplace violence in health care facilities. The Health Care Workplace Violence Prevention Act, introduced March 8, would direct OSHA to create a standard that would require health care facilities to [...]