Leafly, a newly public company and online marketplace, was looking for an affordable, efficient financial reporting software that could streamline their filing process while ensuring accuracy. See how DFIN helped Leafly save 25% in software costs & several hours on SEC filings.

Village Farms, a controlled environment agriculture company, was in search of a tool that would increase team collaboration and streamline their SEC filing process. See how DFIN helped Village Farms boost collaboration and reduce their SEC filing time by 25%.

Corporate restructuring reorganizes (or restructures) parts of the company to make it run better. Some experts predict the corporate world will see a rise in business restructuring in 2023 due to economic constraints. Dive into the significance of corporate restructuring and different types to be prepared for this trend.

Understanding the Restructuring Process

No matter what form of restructuring a company undergoes, the process is fairly straightforward. Consultants and advisors are often brought in to implement changes. Sometimes a new CEO comes on as well.

Your company's statutory reporting obligations don't end with the SEC — operating in the global marketplace means also being aware of any other compliance measures you need to take across borders. Regulatory reporting changes on an annual basis as new rules are passed and others are repealed. Learn about the latest statutory reporting requirements and compliance issues impacting CFOs and other financial professionals.

What Is Statutory Reporting?

What is statutory reporting and why is it so important?

A tie-out is a slang phrase that refers to reconciling data from different sources. Let's consider how this works when it comes to the practice of filing financial statements.

What Is a Financial Statement Tie-Out?

Within the context of financial statements, a financial statement tie-out means making sure that the numbers in the financial statements, like a 10-Q, agree with the numbers in the audit. If there is a difference, it must be reconciled. The process is time intensive, but financial reporting software makes it faster and easier to complete.

SEC Section 16 targets a particular subsection of corporate stakeholders. Specifically, anyone who is considered a beneficial owner of a company must file this form. Discover who needs to file, what the forms require and Section 16 filings solutions.

What Is a Section 16 Filing?

Section 16 is a subsection of The Securities Exchange Act. The section specifies so-called beneficial owners to publicly disclose their beneficial relationship with a company by filing a Section 16 form.

Starting a business development company can be rewarding and is a great way to make a positive contribution. A business development company (BDC) invests in smaller private or public companies to support business growth and help create jobs. If you don’t know how to start a business development company, there are certain steps you'll need to follow.

Read on for steps to starting a BDC, including BDC filing requirements.

On December 23, 2022, President Joe Biden signed the Financial Data Transparency Act, or FDTA, into law. With a stroke of a pen, Biden ended a long era of inefficient, document-based government reporting in the financial arena.

Learn more about the FDTA, the timeline for adoption and implementation, and the benefits.

On April 28, the SEC announced it had reopened the comment period for its proposed amendments to the Beneficial Ownership Forms, which require any investor who beneficially owns more than five percent of a covered class of equity securities to report such ownership by publicly filing either a Schedule 13D or a Schedule 13G.

Could Europe’s loss be America’s gain? Big name companies across the pond have raised eyebrows by choosing New York-based stock exchanges rather than European counterparts.