Articles
M&A Deal Activity Slowed Down in First Half of 2023
North American M&A deal activity persisted in its deceleration trend throughout the first half of 2023, building upon the contraction observed in the second half of 2022.
SEC Adopts Amendments on Cybersecurity Disclosure Rules
On Wednesday, July 26, 2023, the Securities and Exchange Commission (SEC) voted to adopt amendments to its existing rules to enhance and standardize its cybersecurity regulations.
Key Considerations for Investment Policy Statement Implementation
Successful investing requires a strategic plan and provides a foundation an opportunity to strategically align the investment portfolio to their mission and core values.
Farmers: Bonus Depreciation Rules for Tax Years 2023-2026
The government recognizes the crucial role farmers play in our community and has placed great emphasis on ensuring they are given specific tax incentives.
Successful Transitions | Welcome to our Inaugural Issue
Welcome to our Inaugural Issue – From Our Center for Private Business Owners
Cyber Roundup – July 2023
If your organization’s cybersecurity is breached, according to a recent Verizon report it will be by one or more of these means: stolen credentials, phishing, and/or vulnerability exploitation.
Designing an Effective Cybersecurity Strategy for Private Business Owners
The cybersecurity landscape is one that is constantly evolving and maturing.
Intra-Family Business Succession: Best Practices
Transferring ownership of a family-held enterprise from one generation to the next might be one of the most daunting tasks an owner, the family and the business can face
10 Ways to Position Your Business for a Successful Sale
If you’re considering a sale this year or in 2024, now is the time to get prepared. Start by checking these critical deal success factors.
Effective Succession Strategy: Employee Stock Ownership Plan (ESOP)
An Employee Stock Ownership Plan (ESOP) can provide significant benefits to shareholders, management and employees of a privately owned business.
Alliant Family Enterprise Risk Index
Alliant Private Client launched their Family Enterprise Risk Index, based on a survey of 145 family enterprises across the United States.
New Jersey Legislation Results in Substantial Tax Changes
New Jersey’s fiscal year 2023-2024 State Budget was signed by Governor Murphy late last month.