Originally presented at our Successful Succession Strategies – A Panel Discussion seminar, this short video clip provides an overview of succession planning and why it is so critical to an organization’s future success.
Business Continuity Management: What Smart Companies Are Doing Today to Protect Tomorrow
Robert Wilkinson, CISSP
|
08/13/2025
Article
In 2025, cyberattacks, climate events, labor disruptions, and technology failures are not rare. They’re recurring disruptions that every business must…
3 Key Items to Consider in Your Exit Planning Strategy
Brian D. Kitchen, CPA, MT
|
08/12/2025
Tax Strategy, Transfer & Exit
Planning for an exit from your business is a marathon, not a sprint. The exit should be the last step…
3 Key Lending Ratios & Formulas Every Business Owner Should Understand
Mark G. Metzler, CPA, CGMA, CEPA
|
08/11/2025
Article
In this article, we’ll explore three of the most important credit ratios lenders evaluate, why they matter, and how your…
Business Owners Selling to an ESOP: Is the Section 1042 Tax Deferral Right for You?
Katrina R. Samarin, CPA, MT
|
08/07/2025
Article, Succession, Transfer & Exit
For owners of privately held businesses, selling to an ESOP offers a compelling succession planning strategy.
Building Loyalty in Construction: Employer Contributions to Trump Accounts
Carlo R. Ferri, CPA
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08/06/2025
Alerts, Article, Tax Strategy
The Trump Account, established under the One Big Beautiful Bill, offers construction firms a unique opportunity to stand out and…
A First-Time Buyer’s Guide to M&A Due Diligence
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08/05/2025
Article, Finance & Valuation
Whether you are exploring your first acquisition or already deep in conversations, understanding the M&A due diligence process is essential…
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