Key Personnel

Nonprofits – What’s Keeping You Up At Night?

The answer is probably “a lot of things” right? It is for many of us here at Mercadien. Our Nonprofit and Human Services Group meets regularly to discuss our clients’ top challenges and look at ways we can help them address their issues. We have gathered intel from our clients, the AICPA and NJCPA, the…

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Mercadien Announces Executive Promotions; Several Associates Promoted to Director

Mercadien is pleased to announce several promotions within the firm’s corporate leadership team.  Three professionals were promoted to the level of Director: Ms. Melissa Correa, CRCM, a member of the Financial Institutions Services Group and resident of Oklahoma City, OK; Mr. Matthew Daly, CPA, a member of both the Government Services and Audit and Assurance…

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Times Are Changing – Have You Reviewed & Updated Your Strategic Plan?

It’s hard to believe that over a year has gone by since many of us have changed the way we do business. I have only been in the office a handful of times over the last year; I am fortunate and can work from just about anywhere. Of course, for many of you, this is…

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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: Strategies for Business Continuation Part 3: Business Protection

In association with Source Advisors, Lee Boss, CPA, MBA, CGMA, Managing Director & Chair of Mercadien’s Private Company Services Group and Ross Karp, CLTC, Founder of 3P Insurance Services presented the third and final installment of a 3-part mini series, Strategies for Business Continuation on Wednesday, May 26th.  Michael Warady, CFP, Regional Director of Source…

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Why Your Organization May Benefit From a Process Efficiency Study

The world has changed since the COVID-19 pandemic hit over a year ago, causing organizations to adapt to these changes and adjust to operating in a remote environment. New policies and procedures along with increased regulatory requirements can be a hurdle for any organization. As such, your organization should consider performing an efficiency study. Efficiency…

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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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How to Position Your Business for a Successful Transition

All business owners should consider their succession plan; not just those nearing retirement. The earlier you start planning, the better. Many business owners wait until it’s too late, and leave money on the table–or worse–struggle to transition or sell their business. It is never too early to start planning. After decades doing this, I can…

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The Importance of Long-Term Strategic Planning

One of my core consulting activities is helping businesses with long-term strategic planning. It’s an important, often overlooked facet of business growth. You see, business leaders who spend too much time working in the business forget to work on the business. The day-to-day pays the bills, after all. But if you want your business to…

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Mercadien Webinar Replay: Strategies for Business Continuation Part 2: Key Person Protection

In association with Source Advisors, Lee Boss, CPA, MBA, CGMA, Managing Director & Chair of Mercadien’s Private Company Services Group and Ross Karp, CLTC, Founder of 3P Insurance Services presented the second installment of a 3-part mini series, Strategies for Business Continuation Part 2: Key Person Protection on Wednesday, May 12th.  Michael Warady, CFP, Regional…

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