Knowledge and Insights: News and Press Releases

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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Jeffrey Baresciano Featured in PICPA’s CPA Now

Jeffrey Baresciano, CPA, CFF, ABV, CVA, Director of Mercadien’s Forensic & Litigation Support Services Group, was featured in the Pennsylvania Institute of Certified Public Accountants (PICPA) CPA Now blog. His article entitled, “The Right Valuation Approaches During Times of Uncertainty”, discusses how important it is to ensure that the entire story of a closely held…

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NJ Funding Alert: Additional $235 Million in Small Business Relief

On Tuesday, June 22nd, 2021, New Jersey Governor Phil Murphy signed six bills, which provide additional assistance to small businesses that continue to struggle with the economic effects of the pandemic. The bill package provides $235 million to small businesses, allowing the New Jersey Economic Development Authority (NJEDA) to fulfill all eligible applications submitted during…

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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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Webinar Replay: The Diversity Imperative: How to Become a Diverse, Equitable, and Inclusive Nonprofit

Lovepreet Buttar, CPA, MBA, CGMA, PSA, Managing Director of Mercadien’s Nonprofit & Human Services Group participated as moderator in Fleming Petenko Law’s webinar, The Diversity Imperative: How to Become a Diverse, Equitable, and Inclusive Nonprofit on Tuesday, May 25, 2021. Other presenters included Noel Fleming, Esq. and Kayci Petenko, Esq. of Fleming Petenko Law and Ira…

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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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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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Funding Alert: Coronavirus State and Local Fiscal Recovery Funds

On Monday, May 10th, 2021, the U.S. Department of the Treasury announced the launch of the Coronavirus State and Local Fiscal Recovery Funds, established by the American Rescue Plan Act of 2021, to provide $350 billion in emergency funding for eligible state, local, territorial, and Tribal governments. The Treasury also released details on how these…

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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: 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 & Impacts on Your Organization on Wednesday, April 28th. During the webinar, they went over: Changes to the employee retention credit FFCRA Paid Sick & Family…

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