Insights

In this issue of Successful Transitions, learn how to determine the value of your business and maintain that value while selling and more…

Performing a desk review can provide greater assurance that the grantee’s program is operating successfully.

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.

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.

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.

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.

Learn more about the five most common cyberscams today, along with both preventative measures and steps to take if you fall victim.

The Heating, Ventilation and Air Conditioning (HVAC) sector recorded steady M&A activity year-to-date.

Management must be vigilant in an ever-changing cyber environment as hackers become more creative and devious in their efforts.