News & Insights

Four Key Questions to Start Successful Succession Planning

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One of the most challenging events in a business owner’s life is business succession. Whether it is a transition to family member(s), or a sale to a private equity firm, […]

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Taking Control of Employee Transition

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What do you do now? Your municipality’s valued employee: business manager, treasurer, department head, whatever the title may be, just gave their notice. There are two weeks, maybe a month, […]

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The American Rescue Plan – Relief Funds for Local Governments

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The Coronavirus State and Local Fiscal Recovery Funds (CSLFRF) established under the American Rescue Plan will deliver $7.2 billion to the State of Michigan and local government units in Michigan […]

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Telecom Industry Measures Success Through Data and KPIs

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It seems like there is no end of buzzwords in business. From synergy to sustainability to retargeting, the list goes on and on. As we move to a more automated […]

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The Value of KPIs and Data for Nonprofits

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How strategy and wealth management experts can help nonprofits make informed decisions – and showcase data to critical leaders. What are KPIs When running your organization, your gut instinct plays […]

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