Docket

A statute-and-form walk-through of stock sales, asset sales under Section 1060 and 338(h)(10) elections for S corporations, with a question worksheet.

A 2026 SAM.gov exclusions screening protocol for private equity teams: verify entity matches, interpret scope and dates, retain a printable evidence worksheet, and escalate unresolved procurement questions.

A 2026 protocol to verify an ISO certification claim for industrial PE screens: IAF CertSearch use, issuer checks, scope and expiry, ISO 9001:2026 dates, a worksheet and a status decision matrix.

A 2026 guide to verifying who owns a domain with RDAP: field-by-field interpretation, redaction and ccTLD rules, register cross-checks, a worksheet, and a 7.6% WHOIS/RDAP inconsistency benchmark.

A 2026 PE research protocol for matching PACER bankruptcy hits to legal entities, separating affiliates, checking case stages, and recording accepted, rejected or unresolved results in a debtor-match worksheet.

Patent ownership due diligence guide for 2026: a USPTO assignment worksheet keyed by patent number, document-type inference table, elapsed-day flags, lien checks and four screen outcomes.

A 2026 diligence guide to NLRB election records in PE target screens: resolve the legal employer, read RC cases by unit and site, separate tallies from certification, and handle ULP charges.

Prompt injection attacks on AI research agents, tested safely: six fictional fixtures, six failure classes, exact-binomial bounds and release gates for PE teams, as of October 2026.

A field-level claim ledger for resolving conflicting data sources on a private equity target in 2026: six dispositions, a conflict-class cross-tab, second-review gates, a fictional worked example and a schema.

How a private equity origination approval packet and suppression check work for one owner contact in 2026: identity, mandate evidence, pre-send questions, approval, expiry and audit ratios.

A 2026 guide to USDA Organic Integrity Database company searches: map Handling operations to legal entities, separate sites from mailing addresses, verify parent links, and calculate extract-level research yield.

A 2026 guide for PE analysts linking TTB COLAs, permittee exports and state entities, with an editable evidence table, ownership limits and a distinct-permittee calculation.

A 2026 guide to PACA license search for private-equity produce distributor research, covering legal names, branch reconciliation, no-hit follow-up, a reusable crosswalk and evidence limits.

A 2026 escalation worksheet for OFAC screening in private equity due diligence, covering entity identifiers, name-match conflicts, ownership graphs, and the evidence counsel needs before a decision.

How private equity healthcare teams use the OIG LEIE in 2026: resolve the legal entity, verify EIN or SSN matches, compare state Medicaid lists and SAM, and escalate with a documented worksheet.

A 2026 research guide to FDD Item 19 financial performance representations: a claim matrix, reporting and attainment fraction formulas, a fictional selection-bias example, and reconciliation with Items 20 and 21.

How to use the FAA Part 135 operator list in 2026: separate brand, legal certificate holder and authorized aircraft, build a crosswalk, size the denominator, and log weekly deltas.

How to turn an FSIS establishment number into a company: 2026 MPI directory fields, HACCP size limits, state-inspected gaps and a crosswalk template with evidence statuses.

How to screen Medicare home health agencies with CMS cost report data at CCN level: PUF versus HCRIS, 2026 release dates, amendment status, 180/365/400-day annualization and a Medicare-only versus platform revenue test.

A 2026 insurance agency license lookup protocol for PE research: verify legal entities, state authority, responsible producers and appointments, with source routes and a coverage worksheet.

A 2026 guide to certificate of need data for healthcare acquisition research, with state source routes, an application-to-operation worksheet, and separate proposed, approved, and operating capacity counts.