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IT Must Have a Seat at the Due Diligence Table
Article - 06/07/2023

IT Must Have a Seat at the Due Diligence Table

In the due diligence phase leading to a business combination, IT represents a key area that stands alongside finance, operations, and human resources in its importance to the success of a transaction.

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The Importance of GAAP Financial Statements
Video - 05/25/2023

The Importance of GAAP Financial Statements

GAAP financial statements can help streamline the due diligence process for buyers and sellers of businesses. How so? Check out the next episode with Kimberly Wood, CPA, CEPA.

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Avoiding IRS Challenges with Business Owner Compensation
Article - 05/23/2023

Avoiding IRS Challenges with Business Owner Compensation

Operating a family-owned or closely held business requires owners to make decisions with significant tax consequences.

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Don't Be Fooled: Employee Retention Credit Scams
Article - 05/16/2023

Don't Be Fooled: Employee Retention Credit Scams

The Employee Retention Credit (ERC) is a valuable tax credit provided by the U.S. government to offer financial assistance to businesses that were negatively impacted by the pandemic.

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Article - 04/26/2023

Cyber Roundup – April 2023

It is clear that cybercrime will continue to increase, losses will mount and the tactics used by cyber criminals will rotate and evolve. What remains consistent, however, is the need for awareness and vigilance in defending against the cyber threat.

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Article - 04/24/2023

Private Equity Must Focus on Cybersecurity Defenses

Private Equity (PE) firms are taking notice of the increasing number of queries from investors and new or proposed regulations from the Securities and Exchange Commission on cybersecurity risks.

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Article - 04/18/2023

EBITDA – What it Does and Doesn’t Contribute to Due Diligence

As a metric indicating the financial health of a company, EBITDA – Earnings Before Interest, Taxes, Depreciation and Amortization – is heavily relied upon by buyers in the merger and acquisition process.

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Video - 03/31/2023

3 Steps to Maximize the Value of Your Business

If you’re about dive into a Quality of Earnings, there are steps you can take to maximize the value and have a smooth process. 

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Article - 03/22/2023

Protecting Your Business from Cyber Fraud During a Financial Crisis

The recent events that have rocked the banking industry on Friday with the collapse of Silicon Valley Bank have caused anxiety and uncertainty for a number of businesses and their clients across the globe.

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