Key Personnel
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…
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…
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…
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…
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:…
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…
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…
Mercadien Webinar Replay: Strategies for Business Continuation Part 1: Succession Planning
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…
Mercadien Webinar Replay: Overview of the American Rescue Plan Act & Impacts on Your Organization
Managing Directors Sherise D. Ritter, CPA & Kyle A. Neeld, CPA, and Manager Elizabeth LaCorte, CPA of Mercadien’s COVID Consulting Services Group presented a webinar Overview of the American Rescue Plan Act…
The Challenges of Distributing American Rescue Plan Funds
The recent passage of the American Rescue Plan earmarked billions of dollars for local governments to support citizens struggling through the economic impact of COVID-19. Throughout the pandemic, local governments…