Frank Pina

Benefits of an Outsourced or Fractional CFO

Many emerging growth and middle-market companies stand to benefit from the expertise of an experienced financial and accounting professional but are hesitant to carry the cost of a full-time CFO or just struggle to fill that position.  Often, these organizations employ a bookkeeper and accounting personnel but lack a fully functional accounting department capable of…

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Economic Update: What Could Go Right?

The first quarter of 2022 was a reminder that there are times, though rare, when both the bond market (the “safe stuff”) and stock market can go down at the same time, as they grapple with the same host of emerging economic and geopolitical uncertainties. Heightened uncertainty creates challenging times for financial markets, a dynamic…

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Webinar Replay: Surviving to Thriving: Employer Considerations in a Changing Employment Market

Mercadien’s Nonprofit & Human Services & Private Company Services Groups hosted a complimentary webinar “Surviving to Thriving: Employer Considerations in a Changing Employment Market”.   Presenters, Christina M. Reger, Esq., Founding Partner, Law Offices of Christina M. Reger & Kate Cione, Vice President of Strategy, The O’Connor Group provided insight on the most common challenges in the employment…

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Due Diligence Benefits & Concerns: Buy-Side vs. Sell-Side

Buying or selling a business is no easy task. One of the most critical steps in that process is performing adequate due diligence, no matter what side of the transaction you are on. Due diligence is an evaluation process that typically spans a wide range of areas including financial, legal, operational, IT and marketing matters. …

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Mercadien Webinar Replay: M&A Series Pt. 3: Maximizing the Value of Your Business Through the Sales Process

Lee Boss, Managing Director of Mercadien, Valentina Midura, Senior Managing Director of BDO Capital Advisors, Kevin Hoyle, CEO of B2B Gateway & Nicholas San Filippo IV, Partner of Lowenstein Sandler LLP presented a webinar, M&A Series Pt. 3: Maximizing the Value of Your Business Through the Sales Process on Tuesday, November 2nd along with moderator Frank…

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Why a Forensic Accountant Should Be a Part of Your M&A Due Diligence Team

Acquiring an accretive business is one way business owners can grow their companies and expand their wallet share. A focused M&A strategy can enable a profitable company to achieve explosive growth and enter new geographic markets/customer segments more expeditiously in today’s global environment. However, developing and implementing a merger or acquisition strategy is often a…

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Mercadien Webinar Replay: M&A Series Pt. 2: Strategic Liquidity Alternatives

Lee Boss, Managing Director of Mercadien, Valentina Midura, Senior Managing Director of BDO Capital Advisors & Gary Halpern, Former Owner & President of Neutronics presented a webinar, M&A Series Pt. 2: Strategic Liquidity Alternatives on Tuesday, May 18th along with moderator Frank Pina, Managing Director of Mercadien. The webinar was the second installment of a 4-part…

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Mercadien Webinar Replay: A Deep Dive into Middle Market M&A & Outlook for 2021

Lee Boss, Managing Director of Mercadien, Valentina Midura, Senior Managing Director of BDO Capital Advisors & Rachel Stark, Shareholder of Stark & Stark presented a webinar, A Deep Dive into Middle Market M&A & Outlook for 2021 on Friday, March 26th along with moderator Frank Pina, Managing Director of Mercadien. The webinar was the first installment…

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Wrongful Termination in the Midst of Economic Uncertainty

Wrongful termination litigation tends to increase during economic uncertainty, following company-wide layoffs and reductions in work force. The COVID-19 pandemic is no exception. Forensic accountants are often retained to provide economic damages assessments related to claims involving allegations of wrongful termination. Mercadien’s Forensic & Litigation Support Services Group has substantial experience evaluating these claims, which…

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SBA Streamlines PPP Forgiveness for Loans ≤ $50,000

On October 8, 2020, the Small Business Administration (SBA) released a streamlined two-page application (i.e., Form 3508S) focused specifically on small Paycheck Protection Program (PPP) borrowers who borrowed less than $50,000.  Although eligible loans account for only 9% of overall PPP loan dollars, they amount to approximately two-thirds of all PPP loans funded. The instructions to…

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