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Blog, Family Business Structure

In Family Business Transactions, the Structure is More Important Than the Number

March 22, 2017

When preparing for a family business transition, the value of the business matters. But we've found that the structure of the transaction matters even more.View
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Events, Finance & Valuation

Center for Private Company Excellence Seminar: M&A Valuation and Financing

April 20, 2017

On Thursday, April 20, 2017, join us for a seminar on the fundamentals for valuing a business and the various types of funding available.View
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Blog, Family Business Structure

Money or Family Legacy? Observations from My Father and My Clients

March 14, 2017

We've found that what most family business owners are seeking (once they have their financial security) is to leave their personalized mark on the world.View
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Blog, Succession

5 Succession Planning Mistakes to Avoid

March 7, 2017

Succession planning requires careful consideration on the part of leadership, but it is as much an art as it is a science. Avoid these five common mistakes.View
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Events

Webinar: Not-for-Profit/For Purpose* Webinar Series: Fraud and Mismanagement - Is Your Organization At Risk?

March 28, 2017

Register for our Tuesday, March 28 webinar today and learn about fraud and mismanagement for your Not-For-Profit organization.View
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Blog, Tax Strategy

U.S. Tax Reform Faces an Unsettled Future Involving Taxes at the Border

March 1, 2017

A look at the differences between Trump’s proposed tariff on imports and the House GOP’s border adjustment tax proposal, and their potential implications.View
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Interviews

Make Stronger Projections: Normalized Earnings Can Be a Helpful Tool To Assess Your Business

March 1, 2017

Normalized earnings represent adjustments to a company’s earnings to remove the effects of nonrecurring items, such as one-time gains or losses.View
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Events

Information & Cyber Security Readiness Workshop

April 6, 2017

Register for our readiness workshop on April 6,to learn about concepts you need to evaluate your organization’s cyber and information security systems.View
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Events

Webinar: Mid-Market Accounting System Test Drive Microsoft Dynamics vs. NetSuite

March 23, 2017

Register for our Thursday, March 23 webinar today and learn about Microsoft Dynamics and NetSuites unique features.View
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Blog, Finance & Valuation

Should You Consider Using a Business Broker When Selling a Company?

February 24, 2017

Selecting a business broker can be difficult, but they can provide a lot of value to a private company that's considering a sale.View