Lee Boss

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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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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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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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 the first installment of a 3-part mini series, Strategies for Business Continuation Part 1: Succession Planning on Friday, May 7th.  Michael Warady, CFP, Regional Director…

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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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Mercadien Webinar Replay: Getting Your Financial House in Order Post COVID-19

Lee D. Boss, CPA, MBA, Managing Director & Chair of Mercadien’s Private Company Services Group & Michael Warady, CFP, Regional Director of Source Advisors presented a webinar Getting Your Financial House in Order Post COVID-19 on Tuesday, October 20th. During the webinar, they went over: How to produce accurate financial reports & projections/forecasts Key financial drivers…

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Mercadien Webinar Replay: Are You Ready to Submit Your PPP Forgiveness Application?

Frank Pina, CPA, Sherise D. Ritter, CPA, Kyle Neeld, CPA, Managing Directors & Elizabeth LaCorte, CPA, Manager, presented a webinar Are You Ready to Submit Your PPP Forgiveness Application? on Wednesday, July 29th. During the webinar, they went over: Key points of the PPPFA Modifications to provisions related to PPP loan forgiveness, including: Extended covered period…

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A Discussion on COVID-19 & Its Impact on Organizations

Mercadien Managing Directors Kyle Neeld, Lee Boss, Sherise (Sherry) Ritter and Frank Pina all sat down online and had an open discussion answering frequently asked questions as it relates to the COVID-19 crisis and the impact it is having on organizations. Below are the highlights that came out of that discussion. Frank: What prompted Mercadien…

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Mercadien Webinar Replay: CARES Act – Tax & Financial Reporting Considerations

Managing Directors Frank Pina, CPA, Lee D. Boss, CPA, MBA, & Rick Willinger, CPA, MST, presented a webinar CARES Act – Tax & Financial Reporting Considerations on Tuesday, April 14th. During the webinar, they went over: Background on the CARES Act Tax Impacts for Individuals & Businesses Financial Reporting Considerations: COVID 19 note disclosures to…

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