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.
Smart Year-End Tax Planning Moves for Business Owners Ahead of 2026 Changes
Brian D. Kitchen, CPA, MT
|
12/01/2025
Article, Tax Strategy
As we approach the end of the year, business owners should take a fresh look at their tax positions –…
Understanding Your Company’s Retirement Plan Is Key to Tax Planning in 2026
Brian D. Kitchen, CPA, MT
|
11/20/2025
Article, Tax Strategy
Retirement plans aren’t just a benefit for employees — they’re one of the most effective tools for business owners and…
Quality of Earnings vs. QoE Lite: Choosing the Right Approach for Your M&A Transaction
Michael L. Lipschutz, CPA, CM&AA
|
11/18/2025
Article, Finance & Valuation
A Quality of Earnings (QoE) engagement—often referred to as financial due diligence—provides that clarity, helping both buyers and sellers make…
How to Unlock Business Value with Employee Engagement Insights
Bobbi D. Kelly, PHR, SHRM-CP
|
11/12/2025
Article
While employee engagement is often discussed as a “nice to have,” the reality is that it’s a strategic lever, one…
Steve Staugaitis Presenting at Drive Value Regional Summit on Internal Transition Planning
Steven E. Staugaitis, CPA, CVA
|
11/11/2025
News & Press
Steve Staugaitis Presenting at Drive Value Regional Summit on Internal Transition Planning
3 Ways to Improve Your Company’s Growth and Profitability Through Data-Driven Decision Making
Richard Snyder, CPA, CGMA
|
11/11/2025
Article, Growth & Performance
In an increasingly competitive business environment, private companies must evolve beyond instinct-based leadership and embrace data as a strategic asset.
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