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,…
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…
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.…
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…
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…
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…
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…
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…
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…
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…