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questions

8 questions you’ll be asked when selling your business

Thought Leadership presented by Foresight CFO Consulting, Inc. One of the most intimidating aspects of selling your business can be facing the barrage of questions during the various management presentations you’ll be doing for potential acquirers. Be prepared to be grilled on all facets of your operations. Of course, every
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capital

Debt vs. equity: Financing tips to generate capital quickly and cautiously

Thought Leadership on Growth Strategies for Technology Companies presented by Wiss & Co. Using financial instruments to swiftly generate capital for a company can be appealing, particularly for technology and life sciences companies that are normally compelled to complete numerous cycles of financing before generating a profitable product lines and
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CFO perspective

The CFO perspective: How a CFO thinks, acts and implements

Thought Leadership presented by Foresight CFO Consulting, Inc. Last week while lunching with the CEO of one of our client companies, he asked frankly, “Help me to understand. What is the CFO’s perspective? What role do you play in most companies?” In all honesty, he got me thinking. After all,
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Trump tax

What a Trump presidency could mean for your taxes

Thought Leadership on Business Ideas for Growth Companies and Growth Consultants presented by Cerini and Associates LLP. On Nov. 8th, 2016, the U.S. elected Donald Trump as the 45th president of the U.S. A major focus of this election season has been taxes — both Trump's refusal to release his
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profit

Profit leakage: What to do when you sell more, but make less?

Thought Leadership presented by Foresight CFO Consulting, Inc. Common places profit leakage can hide and how to solve it The dreaded profit leakage: It’s what happens when business is booming. You are closing more sales, delivering more products or services, but profits seem to have gradually or even almost imperceptibly
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bookkeeping

Upholding precision and efficacy in your bookkeeping

Thought Leadership on Growth Strategies for Technology Companies presented by Wiss & Co. The frenzied task of maintaining your books can be tremendously overwhelming. If not managed properly, the process can be a nightmare for you and your business. With a defined, effectual method that fuses simple organizational techniques, you
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socially responsible investments

Socially responsible investments may yield sustainable returns

Thought Leadership on Accounting and Finance presented by CliftonLarsonAllen. Institutions, foundations and other organizations looking to invest reserves and endowment funds in socially responsible investment (SRI) vehicles have historically been faced with a trade-off between conscience and return. However, there is fresh and growing evidence that organizations looking to consider
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IPS

Investment policy statement: Essential documents for institutional investors

Thought Leadership on Accounting and Finance presented by CliftonLarsonAllen. A well constructed investment policy statement (IPS) is an essential governing document that can significantly improve the oversight of your institutional investment funds. Unfortunately, the IPS is often overlooked and under-appreciated by financial professionals. Only about 10 percent of investment policy
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income

How disability insurance protects your most valuable asset — your income

Thought Leadership on Accounting and Finance presented by CliftonLarsonAllen. Achieving your financial goals can rely on a number of factors. One of the most important may be your current and future income. Many people take their income for granted by assuming that it will continue as long as they need
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workflow

Lessons from the farm: Is your workflow mostly work or mostly flow?

Thought Leadership on Employee Benefits-Risk & Reward presented by Paul Younkins at TriBridge Partners. This is part 3 in our series, 3 ways to apply farming principles to a health plan. As a child growing up in a farming community, I was given the opportunity to experience the early mornings
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disability insurance

Disability insurance: Coverage vs. real benefits for employers and employees

Thought Leadership on Accounting and Finance presented by CliftonLarsonAllen. When you start a new job and HR hands you your new benefits booklet, which page do you turn to first? Typically, health insurance decisions are the first you need to make — which plan, whom to cover, what deductible, health
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social security

Divorced-spouse Social Security benefits: Who can claim them and how

Thought Leadership on Accounting and Finance presented by CliftonLarsonAllen. Lady Nancy Astor is said to have told Sir Winston Churchill: “Winston, if you were my husband, I'd poison your tea.” His reply: “Nancy, if I were your husband, I'd drink it.” We’ve talked in past articles about spouses coordinating their
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workers comp

Workers’ compensation: Not as simple as you might think

If you are concerned about workplace violence and want to do something proactive, submit your employees to a risk assessment. Here are some of the things to look for.
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ABLE accounts

ABLE accounts: Tax-advantaged savings for people with disabilities

Thought Leadership on Accounting and Finance presented by CliftonLarsonAllen. For years, tax laws have included tax-favored programs to save money for retirement (IRAs), for health care (HSAs), or for college (529 plans). But there have never been tax-advantaged savings plans specially designed for people with disabilities. That changed with the
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special needs trust

Special needs trusts: Improve quality of life without sacrificing benefits

Thought Leadership on Accounting and Finance presented by CliftonLarsonAllen. Trusts are popular tools in financial and estate planning because they can help protect and manage assets for a variety of purposes. A special or supplemental needs trust (SNT) is a specific type of trust that focuses on providing financial support
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Brexit

Uncertainty and opportunity: Brexit, the election and evolving healthcare

Thought Leadership on Accounting and Finance presented by CliftonLarsonAllen. The waning days of the second quarter of 2016 brought capital market participants a surprise in the form of the Brexit, Britain’s momentous decision to leave the European Union (EU). We must acknowledge that the “leaves” outnumbering the “stays” in the
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retirement planning

Choosing a retirement plan that fits your business

Thought Leadership on Creative, Comprehensive Financial Planning presented by Creative Capital Wealth Management Group One survey found that the most pressing financial concern facing 42% of small business owners is developing a retirement plan and exit strategy.¹ If you have yet to develop a retirement plan for your business, or
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Selling your business? What to expect from a buyer

Thought Leadership on Business Exit Planning presented by Forecast Strategic Advisors Assuming that all business owners (except for those forced to liquidate) will eventually sell or transfer their companies, we often focus on what it takes to be a well-prepared seller. Setting exit objectives, planning to minimize the income taxes
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Will your beneficiaries benefit? The new inherited IRA ruling

Thought Leadership on Corporate Financial Wellness presented by Raskin Gobal. A 2014 Supreme Court ruling has left individuals who want to leave their retirement accounts directly to their heirs scrambling to make important changes that will protect those accounts from heirs’ creditors. Or, at least it should have you scrambling.
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Tribridge Partners

Employer health plans: Is that a threat?

Thought Leadership on Employee Benefits-Risk & Reward presented by TriBridge Partners. This is part 2 in our series, 3 ways to apply farming principles to a health plan. As a child growing up in a farming community, I was given the opportunity to experience the early mornings and daily routines
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The ultimate business stability test: Can you go on vacation?

Thought Leadership presented by Foresight CFO Consulting, Inc Pinpoint the pitfalls keeping you strapped and working against financial performance It’s summer time. As a business owner, this could be your busiest time of the year either for the business itself or the act of balancing work with your personal life.
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Social Security: 5 facts you need to know

Thought Leadership on Creative, Comprehensive Financial Planning presented by Creative Capital Wealth Management Group Social Security can be complicated and, as a result, many individuals don’t have a full understanding of the choices they may have. Here are five facts about Social Security that are important to keep in mind:
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Do you have a billion-dollar business hiding inside your company?

Thought Leadership presented by Foresight CFO Consulting, Inc Asking customers to pay to join a special group of your best patrons can increase your revenue, encourage customers to buy new products and services from you and provide a healthy boost to your cash flow. Just ask Jeff Bezos, the founder
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Using a buy-sell agreement to maintain control, save taxes and set fair value

Thought Leadership on Business Exit Planning presented by Forecast Strategic Advisors We've previously made a strong case for creating a buy-sell agreement for co-owned businesses. To summarize, if owners agree in advance of any transfer event about how to appraise business value, and about the terms of payment, they can
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Upholding modern financial leadership

Thought Leadership on Growth Strategies for Technology Companies presented by Wiss & Co. The transforming position of a CFO For years, numerous business professionals have observed a considerable evolution in the expectations of financial officers. Their positions have morphed into those that go beyond the financials of their organizations. Today's
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How to handle defaulted commercial loans, part 2: Obtaining judgment and liquidating collateral

Thought Leadership on Banking and Commercial Transactions presented by Weinstock, Friedman & Friedman P.A. This article is the second of a two-part series serving as an introduction to the basic legal issues lenders face in handling defaulted commercial loans. Although bankruptcy is fairly prevalent in the world of commercial loan
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Cutting corners with your insurance can cost you dearly

Thought Leadership on Protecting What You’ve Worked so Hard to Build presented by Jeff Bernard at Rampart Insurance Services. Cutting corners when it comes to insuring your business can be extremely costly. There is a stark difference between choosing an insurance provider because they had the cheapest quote, and selecting
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The term sheet: Defined

Thought Leadership on Growth to Exit Strategies presented by Falcon Capital Partners, LLC This is a big day! After deciding months ago that your company needed investment capital, you have spent long hours with your banker to prepare the financials, build the marketing materials, and hold presentations with your management
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How Barracuda Essentials enhances Microsoft Office 365

Barracuda Networks recently rolled out a complimentary product for Microsoft’s Office 365 licensing, called Barracuda Essentials for Office 365. Barracuda Essentials for Office 365 provides multi-layer security for email threat protection, archiving for compliance, and backup and recovery for Office 365 SKUs.
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What is Design-Build and how does it work?

Thought Leadership on Enhancing Your Business Through Design Build presented by Rocchi Construction. Design-Build is a method of construction project delivery in which one entity, the Design-Build team, works under a single contract with the project owner to provide complete design and construction services. One entity, one contract, one unified
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Workplace violence is alive and living in your office

If you are concerned about workplace violence and want to do something proactive, submit your employees to a risk assessment. Here are some of the things to look for.
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Private equity: What’s in it for me?

Thought Leadership on Growth to Exit Strategies presented by Falcon Capital Partners, LLC How does the CEO of a private firm grow and build a great company? What does it take for CEOs to cultivate new profit improvement opportunities and jump-start future growth that shareholders can harvest? Sometimes it takes
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The risk of being the average investor

Thought Leadership on Corporate Financial Wellness presented by Raskin Gobal. Investors often have difficulty understanding the relationship between risk and return in relation to investment portfolio performance. “Return” is what an investment yields, or the profit made by holding an investment over a period of time. “Risk” refers to the
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Discounts on family limited partnership – Challenged when preparing a valuation

Thought Leadership presented by Grassi & Co The current regulations, Revenue-Ruling 93-12, allow for discounts when valuing a Family Limited Partnership (FLP). The proposal is expected to potentially limit the allowed discount and consequently raise the taxable portion of the trust or estate structures. What is a Family Limited Partnership?
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Are there rattlesnakes in your health plan?

Thought Leadership on Employee Benefits-Risk & Reward presented by TriBridge Partners. This is part 1 in our series, 3 ways to apply farming principles to a health plan. As a child growing up in a farming community, I was given the opportunity to experience the early mornings and daily routines
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What’s the value of a financial advisor?

Thought Leadership on Creative, Comprehensive Financial Planning presented by Creative Capital Wealth Management Group Have you ever wondered whether using a financial advisor is really worthwhile? Here are some interesting points we thought you might want to consider. Two studies found that working with a financial professional can result in
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Using outsourced bookkeeping to your advantage

Thought Leadership on Growth Strategies for Technology Companies presented by Wiss & Co. Profitable firms typically have a multitude of responsibilities to deal with each day, with many struggling to efficiently balance each and every task. Engulfed in deadlines and assignments, it is easy for something to be miscounted or
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How to unlock your company’s hidden value

Thought Leadership on Growth to Exit Strategies presented by Falcon Capital Partners, LLC In the world of M&A and financial valuation, every dollar of value within your business counts. The simple ways to improve value include boosting sales and cutting costs, but in reality, there are significant challenges and important
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The 6 reasons top-performing CEOs use rolling forecasts

Thought Leadership on Business Intelligence presented by 9DOTS Management Corp, LLC The business environment is volatile and always changing — sometimes in ways that test your patience and make you question yourself as the leader of a top-performing organization. All CEOs face challenges like these, and you want to be
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The cost of cutting corners: Is your insurance broker a true partner?

Thought Leadership on Protecting What You’ve Worked so Hard to Build presented by Jeff Bernard at Rampart Insurance Services. Cutting corners when it comes to insuring your business can be extremely costly. There is a stark difference between choosing an insurance provider because they had the cheapest quote, and selecting
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Benefit and compensation options to help you keep top employees

Thought Leadership on Deferred Benefits presented by Schiff Benefits Group You know what it's like to worry about operations, inventory, cash flow, sales, taxes, benefits and everything else that a closely-held business owner deals with on a daily basis. Every expense item seems to be going up, while the margins
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Which retirement plan is best for your small business?

Thought Leadership presented by The Capitol Bay Group. As a business owner, you should carefully consider the advantages of establishing an employer-sponsored retirement plan. Generally, you're allowed a deduction for contributions you make to an employer-sponsored retirement plan. In return, however, you're required to include certain employees in the plan,
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How can a franchise help you reach your entrepreneurial goals?

Thought Leadership presented by Cartridge World There are thousands of franchise concepts in the world, and the number is growing. For those looking to invest in their own business, the franchise model should be well tested, have supportive systems and reflect the process needed for success. I have been fortunate
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Healthcare cost reduction hinges on supply-chain savings

Thought Leadership presented by TRIOSE The healthcare climate of the 21st century has already prompted difficult choices and given rise to creative solutions and sophisticated business practices — and we’re only 15 years in. With opposing market forces of rising costs and lower reimbursement, there will be a rocky road
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The true test of a brand: The ability to grow

Thought Leadership on Lending presented by Gibraltar Business Capital. As we approach the close of Q1 2016, many companies are actively working towards their business goals for the new year. Expectations are often high in the first quarter, tempered against lessons learned over the past year, as well as current
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How internal controls can help you reach goals

Thought Leadership on Business Ideas for Growth Companies and Growth Consultants presented by Cerini and Associates LLP. Internal controls are one of the most essential elements within any organization. Internal controls are put in place to enable organizations to achieve their goals. Management is responsible for the design, implementation and
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Are you covered? The real cost of employment practices liability suits

Thought Leadership on Protecting What You’ve Worked so Hard to Build presented by Jeff Bernard at Rampart Insurance Services. Are you leaving your business exposed to a costly employee practices liability suit? As a small business, it won't take a large claim to make a massive impact on your company’s
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How to preserve your wealth in the face of death and taxes

Thought Leadership on Business Exit Planning presented by Forecast Strategic Advisors. Full disclosure: Wealth preservation planning can’t help any of us cheat death, but it can help business owners avoid taxes and achieve financial security. A glimpse into one possible, fictional example: George recognized that he’d waited too long to
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Same-day ACH payments

Thought Leadership on Business Ideas for Growth Companies and Growth Consultants presented by Cerini and Associates LLP. The National Automated Clearing House Association, known as NACHA, has adopted a new policy effective September 2016 that will allow same-day processing of their ACH payments. This new rule will process payments much
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Guest article: In the age of cyberattacks and data breaches, does practice size matter?

Thought Leadership on Business Ideas for Growth Companies and Growth Consultants presented by Cerini and Associates LLP. Cybersecurity issues in the healthcare industry have proliferated recently, as was proven last year by major hacks related to Premera Blue Cross, Anthem, and the UCLA Health System. Electronic protected health information ("ePHI")
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From Long Island to the red carpet – A local business success story

Thought Leadership on Business Ideas for Growth Companies and Growth Consultants presented by Cerini and Associates LLP. We fawn over celebrities for their awe inspiring acting. We cry with them, we laugh with them, and at the conclusion of every film we tuck a bit of them away into our
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How much is your business worth? Find out in 4 simple steps

Thought Leadership on Growth to Exit Strategies presented by Falcon Capital Partners, LLC. You may have heard that business valuation is as much an art as it is a science, and that certainly holds true. No two valuations are alike, and in the end, your business is worth what someone
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How to overcome 5 challenges of the affluent investor

Thought Leadership on Creative, Comprehensive Financial Planning presented by Creative Capital Wealth Management Group. High-net-worth investors face investment challenges that some would consider unique to their financial status. The fundamental tenets of investing apply equally to them as with any other investor, but the affluent investor needs to be mindful
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3 reporting mistakes that are costing you time and money

Thought Leadership on Business Intelligence presented by 9DOTS Management Corp, LLC Many organizations are slow to change their reporting practices, even when they know they aren’t benefiting the way they could be. In business as in life, it's hard to be sure that moving out of your comfort zone is
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Better safe than sorry: Does your insurance cover this?

Thought Leadership on Protecting What You’ve Worked so Hard to Build presented by Jeff Bernard at Rampart Insurance Services. What would it cost your business if you suddenly could not operate? There are many things that could seriously disrupt the operations of your business, preventing you from generating revenue and
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5 questions IT companies should expect this tax season

Thought Leadership on Business Ideas for Growth Companies and Growth Consultants presented by Cerini and Associates LLP. With only 60 days left until taxes are due, it is time for businesses to prepare their 2015 annual tax returns. Business tax returns can be very complicated, especially in the ever-increasing technology
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Duty of care: dealing with disasters abroad

Thought Leadership on Risk Management presented by AHT Insurance. Terrorist attacks in Paris. Car accident in Uganda. Tick bite in China. Do you know which of these incidents cost $41 Million in a settlement? The answer may surprise you: It was the tick bite. In today’s complex global environment, companies
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Do you know what your business is worth?

Thought Leadership on Exit Planning presented by Stony Hill Business Brokers. As with many things we own, a business has value to the current owner and possibly to a future owner. But what is that value? One way to measure it is to compare your business to other businesses that
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Difficult conversations: the need for long-term care

Thought Leadership on Employee Benefits-Risk & Reward presented by TriBridge Partners. Have the difficult family conversation: the need for long-term care This is a family issue. Many working people now find themselves needing to contribute time, energy and finances to assist parents as they age. Several recent studies have demonstrated
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Automating your workflow processes

Thought Leadership on Business Insights presented by Sterling National Bank. Automating workflow processes can boost your business. Streamline communication, enforce accountability, and minimize costs with a range of solutions as simple as an email template or as complex as project management applications. Business processes are described as a series of
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How to monetize your intellectual property with a tech transfer or tech asset sale

Thought Leadership on Growth to Exit Strategies presented by Falcon Capital Partners, LLC. Software companies can rapidly monetize their intellectual property and broaden their market by licensing or selling their technology to larger tech companies. In a sea of innovation and technology proliferation, monetizing intellectual property can be a challenge
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Uncovering the importance of responsible person liability

Thought Leadership on Tax Planning for the Middle Market presented by Friedman LLP. Perhaps there is no area of state and local tax law that is more perplexing to businesses than sales and use tax. Forty-five states, plus the District of Columbia, impose sales and use tax. Moreover, many of
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Selling your business: Why you should … or shouldn’t

Thought Leadership on Growth to Exit Strategies presented by Falcon Capital Partners, LLC. Why do business owners sell their business – their life’s work – and should they? In our conversations with business owners we spend a lot of time trying to understand their motivations to sell, and what they
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Clearview group business valuation

Is the price right? The four As of valuation

Thought Leadership on Tax and Audit presented by ClearView Group. Business owners are passionate about their creations, and view each day as an opportunity to grow value. What started out as an idea and a dream has now become mature and may even outlive its founder. When this happens, owners
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3 things to consider when issuing equity as compensation to employees

Thought Leadership on Growth Strategies for Technology Companies presented by Wiss & Co. As tech companies grow, they’re often faced with many challenges. One which has been increasingly important is attracting talented employees, and even more difficult — retaining them. In today’s competitive hiring environment, these employees are highly sought
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5 areas where you might be underinsured and paying too much

Thought Leadership on Protecting What You’ve Worked so Hard to Build presented by Jeff Bernard at Rampart Insurance Services. As we launch into 2016, you’re probably taking inventory of your business to see what adjustments need to be made for the new year. You should do the same when it
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It’s better to give: Smart ways to make the most of charitable gifting

Thought Leadership on Wealth Manager Strategies for the CEO presented by Kendall Capital Management. To find a local success story about the credibility-building aspect of charitable giving by a CEO, look no further than David Rubenstein. Rubenstein, a Baltimore native, is best known as the billionaire co-founder and co-CEO of
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What is forensic accounting?

Thought Leadership on Business Ideas for Growth Companies and Growth Consultants presented by Cerini and Associates LLP. Who are forensic accountants and what are the differences between regular accountants and forensic accountants? Regular accountants look at the numbers; forensic accountants look behind the numbers. Accountants and CPAs who undergo the
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Repairs and maintenance: Playing the IRS’ game

Thought Leadership on Business Ideas for Growth Companies and Growth Consultants presented by Cerini and Associates LLP. When it comes to your business’ tax return, you do not have any room to gamble. One wrong move and you can increase your business’ chances of having its tax return selected for
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6 ways your accountant can help you in your business

Thought Leadership on Business Ideas for Growth Companies and Growth Consultants presented by Cerini and Associates LLP. 1. Organizing Are you maximizing the organizational structure of your business? Your accountant can help you decide if being incorporated, a limited liability company, or a Subchapter-S corporation is the right way to
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Why you need to pay attention to your retirement plan audit

Thought Leadership on Business Ideas for Growth Companies and Growth Consultants presented by Cerini and Associates LLP. In a recent report, the Department of Labor noted the significant deficiencies and findings of the audits it performed of 2011 employee benefit plans. There was a strong correlation, it noted, between the
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Planning ahead or Walking Dead

Thought Leadership on Business Ideas for Growth Companies and Growth Consultants presented by Cerini and Associates LLP. AMC’s zombie apocalypse show The Walking Dead has proven to be one of the most popular TV shows in recent memory, and has a strong following in our office. After each new episode,
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Three mobile-related budget items you need to consider for 2016

Thought Leadership on Mobile Marketing presented by Spokes Marketing. 2014 was the "Year of Mobile," meaning mobile searches surpassed desktop searches for the first time ever. 2015 was the "Year of the Mobile Website," meaning if you haven’t updated your website to be mobile friendly, you are behind. 2016 will
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I filed a Form 3115, but discovered that I need to make changes to it. Now what?

Thought Leadership on Tax Planning for the Middle Market presented by Friedman LLP. With the September 15, 2015 filing season now behind us, one thing that stands out is how proper implementation of the final tangible property regulations yielded large benefits – allowing taxpayers to deduct assets that were previously
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Selling your business: How to take some chips off the table while staying in the game

Thought Leadership on Selling a Business presented by HighBank. “You’ve got to know when to hold ‘em, know when to fold ‘em,” is a phrase we’re all familiar with, made famous by the Kenny Rogers hit song The Gambler. The phrase has evolved to take on a context beyond the
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10 opportunities to maximize your organization’s money

Thought Leadership on Managing Company Spending by ExpenseWatch. Any time you can reduce spending to lower operational costs or speed up how quickly your customers pay, you can create value for your company and free up money that can be used to help your organization grow. For this article, we’ve
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Executive compensation plans – key factors to consider

Thought Leadership on Employee Benefits-Risk & Reward presented by TriBridge Partners. As a business enterprise develops a certain maturity – when cash flow is stable, when leadership is in place, and capital sources are in-house or regularly accessible - questions develop in management as to how to retain key team
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Do you have a role in helping employees manage their finances?

Thought Leadership on Credit Unions as a Benefit presented by Atlantic Financial Federal Credit Union. Where there’s good news, bad news seems to always follow. Lately, the good news has been on the continued economic improvement and rising employment. The bad news however, is that the rising employment does not
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Clipboard with metrics on it

5 performance metrics to track this fall

Thought Leadership on Leadership Training presented by MKS&H. When I think about this time of the year, I think about cooler weather, harvesting, pumpkins and falling leaves. I also think about reflecting on the past year and planning for the next one. At this time, many organizations are conducting fall
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paper going crazy!!! ahhhhhhhh

How much is that paper expense report really costing your organization?

Thought Leadership on Managing Company Spending by ExpenseWatch. As confidence in the economy continues to increase, companies are starting to anticipate a boost in revenues and as such expect spending more to support growth. As we’ve said in previous articles, these growth periods are often accompanied by internal process bottlenecks
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Workers at a table with Talent buzzwords

Cultivating raw talent into a culture of success

Thought Leadership on Lending presented by Gibraltar Business Capital. In the competitive financial and lending environment, where many companies in our industry are looking to increasingly automate processes through the adoption of technology – talent, the human factor, remains critical to sustained viability and success. As small business capital needs
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Super hero businessman with an A+ on his chest

Startups get an A+

Thought Leadership on Growth Strategies for Technology Companies presented by Wiss & Co. The capital raising landscape for startups has often been a bit of a minefield. In March 2015, the SEC adopted what is commonly referred to as Regulation A+ under Title IV of the Jumpstart Our Business Startups
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Supercharge your cash flow

Thought Leadership on Managing Company Spending by ExpenseWatch. One of the biggest reasons companies underperform or fail altogether is a lack of visibility to their cash flow. Without this visibility, organizations may spend more than the business can handle during the year, may spend at the wrong time period of
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profit going up

When number crunching fails – 3 tips to higher profits

Thought Leadership on Leadership Training presented by MKS&H. Every business owner has experienced the reality that anticipated profits fall short of financial projection – a realization that can have serious implications. Often the initial reaction is to slash expenditures in an attempt to restore profitability. This short-term strategy works well
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Plant growing out of money

4 tips for growing your business

Thought Leadership on Growth Strategies for Technology Companies presented by Wiss & Co. The early stages of starting a company can be a mixed bag of emotions: exciting, liberating, challenging, frightening. It’s no feat for the faint of heart, certainly. Chances of a startup surviving past the first or second
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List of reasons for motivation

Creative compensation, culture and the war for talent

Thought Leadership on Tax and Audit presented by ClearView Group. People matter. And because people matter, paying people matters. How you compensate folks comes from how you motivate them, and when motivated, your good people will: Buy-in to your vision Stay with you We are in a time when multiple
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cat and mouse

While the cat’s away, the mice will …. work?

Thought Leadership on Leadership Training presented by MKS&H. I was recently away at a conference to meet prospects and build our business in a specific industry niche. This was obviously an important endeavor for me and my colleagues attending. But what lingered in the back of my mind over the
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Today’s innovation is tomorrow’s growth

Thought Leadership on Lending presented by Gibraltar Business Capital. Innovation is most often associated with technology, given the sector’s constant introductions of new inventions, services and products that truly disrupt industries or foster new processes. These are game changers—like smartphones that keep getting smarter, the promise of driverless cars or
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You know your spending processes need help when…

Thought Leadership on Managing Company Spending by ExpenseWatch There‘s nothing more exhilarating than watching your business take off. You see all of the indicators of success begin to fall into place: year-over-year top line revenue growth, positive cash flow, an expanding customer base with satisfied customers, and the increased spending
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Cash is still king: Getting your business funded

Thought Leadership on Tax and Audit presented by ClearView Group. Cash. Whether it’s Johnny (my kids think he’s still cool) or the green kind that gets your business funded, we all need as much as we can get. Investors have an insatiable appetite for good deals, and if your business
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The unexpected rewards of building a brand

Thought Leadership on Lending presented by Gibraltar Business Capital. What we learned about our company and the value of branding -- even in finance. Branding is a term that is tossed around frequently in today’s corporate world, a word often associated with leading consumer companies such as Coca-Cola, General Motors,
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