Articles
Unlock the Potential in Your Business: A Business Enterprise Diagnostic Explained
Whether you are looking to improve profitability or prepare your business for a sale, a Business Enterprise Diagnostic is a simple, inexpensive tool that can be used to gain an independent opinion and roadmap to optimize the value of your business.
Empowering Next-Generation Leadership: Transition Planning in Multigenerational Family Businesses
This article explores the dynamics of family business transition planning with a focus on empowering the next generation while also addressing the considerations related to non-family member employees.
Why ESOPs are a Good Idea for Private Companies Going Public
Private businesses with Venture Capital (VC) or Private Equity (PE) sponsors that expect to go public with an initial public offering (IPO) should consider establishing an Employee Stock Ownership Plan (ESOP) — then think about Roth conversions.
Massachusetts Announces a 60-Day Tax Amnesty Program
This program will allow taxpayers to request that the state waive or forgive all or part of any interest and penalties owed on overdue tax.
Cyber Protection Through Awareness
Learn more about the five most common cyberscams today, along with both preventative measures and steps to take if you fall victim.
US HVAC Industry Update – Fall 2024
The Heating, Ventilation and Air Conditioning (HVAC) sector recorded steady M&A activity year-to-date.
Safeguarding Your Independent School from Possible ACH Disbursement Fraud
Management must be vigilant in an ever-changing cyber environment as hackers become more creative and devious in their efforts.
The Cybersecurity Maturity Model Certification Rule Has Been Published
After half a decade in the making, the CMMC final rule has been published by the Department of Defense (DoD).
Embracing the New Global Internal Audit Standards – The Time to Act Is Now!
Read on to get a head start on elevating, modernizing and aligning your internal audit function with the new standards.
Financial Literacy for Elected Officials
This article can be a helpful reference tool for those working for governmental entities.
What is Your Business Worth? Roadmap to Help Determine Value of a Privately Owned Business
The sale of a business is an emotional, life-changing event. Determining its true value is a crucial first step.
Harnessing AI for Private Foundations: Strategies for Governance and Impact
As part of any implementation, a foundation should develop a comprehensive AI policy to help reduce risk and optimize efficiency.