Insights
8 Ways Private Equity Fund Managers Can Streamline the Year-End Valuation Process
Private equity fund CFOs bear the weight of numerous responsibilities. Given these competing demands, here’s a list of helpful tips to manage year-end valuations, financial reporting processes and procedures.
CFO Insights: Building and Safeguarding Value Through Financial Planning and Analysis
Structuring an effective finance function typically includes financial planning and analysis (FP&A) that involves annual budgeting, monthly variance reviews and periodic reforecasting.
New Jersey Adopts a “Convenience of the Employer” Rule
New Jersey’s Governor Murphy recently signed A 4694, a Bill that created a “convenience of the employer” rule.
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.
PKF O’Connor Davies’ Richelle Maguire Named President of the Boston Estate Planning Council
PKF O’Connor Davies, one of the nation’s largest accounting, tax and advisory practices, is proud to announce that Richelle Maguire has been named President of the Boston Estate Planning Council (BEPC).
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