News & Insights
News
Insights
Recent Posts
- The Business Lifecycle Part 4: The Established Stage
- Key Takeaways From the 2026 AICPA Not-for-Profit Industry Conference: Building Resilience in an Era of Change
- FAQs About Resolving Small Business Tax Issues
- IRS Issues Guidance on QOZ Program Changes
- Where to Look When You Need to Improve Profit Margins
- Business and Other Mileage Rates Increase for the Second Half of 2026
- Approaching Nonprofit Mergers With Intentionality
- Turn Raw Data Into Actionable Insights With Dashboard Reporting
-
How to Plan For Succession: Preserving, Protecting, and Passing on Wealth
The decisions made regarding ownership of the family office or closely held business may not necessarily be the same decisions that are required for leadership and management. It’s critical to…
-
Valuing a Business in the COVID-19 Era
On November 17, 2019 the earliest confirmed case of COVID-19 was made in China. At the time, the virus was not recognized as a new virus. On January 8, 2020…
-
Is This the Right Time for a Business Valuation?
With the effects of COVID-19 clearly in full force throughout most of the United States and the rest of the world, many small, medium and even large business have shuttered…
-
What to Look for in a Valuation Expert and Firm
In the world of business valuations, an exceptional valuator can be difficult to find. Prospective buyers and sellers often ask themselves several questions such as: Do they know my industry?…