Resource Center

How the OKR Management Strategy Can Benefit Your Business

September 30, 2020

The acronym – “FACTS” – explains the five ways OKR’s can empower your employees.View

Is an ESOP The Right Transfer Strategy for You and Your Private Company?

September 23, 2020

As private company owners deal with the succession and transfer of their businesses, we are seeing an increasing interest in using an employee stock ownership plan (ESOP) as a transfer strategy.View

COVID-19’s Economic Impact Provides Estate Planning Opportunities

September 22, 2020

The economic recession produced by the global COVID-19 pandemic has created hardship for many businesses and generally speaking has had a negative impact. However, this unfortunate situation has also presented unique estate planning opportunities.View

Cyber & Information Security: What is Your Readiness Score?

September 24, 2020

Register for our Thursday, September 24th webinar that will address formalized approaches towards potential cyber and information risks.View

Four Keys to Better Decision Making in Challenging Times

September 10, 2020

Many seemingly time-sensitive issues are in fact just the opposite. Prioritizing those issues distracts from dealing with high impact, high value activities, and perhaps more importantly, can do more harm than good. Here are four questions to ask to help decide whether it is time to take action.View

It’s Time to Revisit Your Old Shareholder Agreement

September 1, 2020

The global pandemic has had business owners rethinking their processes, procedures, and plans. While most owners are focused on day-to-day operational matters to weather this current economic environment, many are also strategizing and revisiting corporate documents to ensure they reflect the new reality.View

Tax Housekeeping – Clean up your Tax Basis Balance Sheet to Uncover Immediate Savings

August 26, 2020

Planning for taxes ahead of a potential sale often takes place over several years.View

Economic and Market Outlook Webinar | 2020 – What We Have Learned, and Where to Go From Here

August 25, 2020

Join us for this free, 60-minute webinar that will address the current market sentiment and how businesses and investors can prepare for what may lie ahead.View

Is it Time to Dust Off Those Family Transition Plans?

August 21, 2020

Over the past few months, we have seen family business owners take the opportunity to revisit their transition plans. For a variety of reasons, the timing of transitioning family wealth is optimal right now.View

On-Demand Webinar | PPP Loan Eligibility and Good Faith Certification: Preparing to Respond to a Loan Review

August 20, 2020

Join us for this free, 60-minute webinar that will address PPP loan eligibility and the PPP loan good faith certification, as well as how to prepare to respond to a loan review.View