Lee Boss

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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Mercadien Webinar Replay: Paycheck Protection Program – What Businesses Should Know

Managing Directors Frank Pina, CPA, Lee D. Boss, CPA, MBA, Sherise D. Ritter, CPA, & Kyle Neeld, CPA, presented a webinar Paycheck Protection Program – What Businesses Should Know on Wednesday, April 8th. During the webinar, they went over: The Paycheck Protection Program (PPP) and impacts to your business Business eligibility and related requirements for relief Loan…

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3 Ways to Position Yourself & Your Family for Future Success

Many business owners support their families through their businesses. If something were to happen to you, such as a sudden death or permanent incapacitation, it may affect both your business and the lifestyles of the people who rely on you. Here are three things you should consider when planning for the future success of your…

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Whether You Sell Your Business or Not, the Planning is the Same

There are many things for you to consider as you think about the future of your business ownership: When is the right time to move on? How much money will I need? How do I even sell this business? These questions dovetail into an important decision you’ll try to make early in the process of…

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Lee Boss Presents NJBIA Webinar on Practical Considerations About Succession Planning

Managing Director Lee Boss presented a NJBIA Webinar on Practical Considerations About Succession Planning on Thursday, January 18, 2018, where he discussed methods of transferring ownership of your company and how to maximize long-term value. To watch the webinar, click here. As a business owner, planning for the future is a given. You know it must happen…

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How to Increase Your Business Value Using Value Drivers

A fundamental aspect of a successful business exit is assuring that your business has enough value to allow you to exit with financial security. This, coupled with wisely invested non-business assets, gives you the best chance to pursue the Exit Path you want on the timeline you want. Obtaining a proper, professional business valuation is…

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A Backup Plan for Family Business Owners & Their Successors

Owners preparing for any type of exit find that circumstances can—and often do—change. Intergenerational business transfers are no exception. The twist in family business transfers is that owners should have a backup plan not only for themselves, but for their successor as well. A Backup Plan For You. Let’s look at the most common causes…

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Exits Are Inevitable, Failure Is Not: Planning A Successful Exit

We understand that business owners are so busy addressing today’s economic challenges that they can overlook the critical task of Exit Planning. We also understand that, at some point, all owners exit their businesses. When that day arrives, owners want to exit on their terms, the most important of which are financial independence and choosing…

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