Knowledge and Insights: Newsletters

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 handful of times over the last year; I am fortunate and can work from just about anywhere. Of course, for many of you, this is…

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The Right Valuation Approaches During Times of Uncertainty

The uncertain economic environment during the COVID-19 pandemic has made business valuation practitioners questioning the more historically utilized inputs. Many companies have experienced unforeseen growth or decline, depending on the industry and other unique attributes of those companies. The pandemic has enhanced the focus of the risks associated with cash flow realization, the factors affecting…

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Remote Working is Here to Stay – Things to Consider

The practice of “working from home” has been around for years. However, the pandemic forced more companies to adopt remote work on a scale never seen before, which turned out to be a hit with many employees. With the new remote-focused workforce here to stay, some of the risks companies are leaving themselves open to…

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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 growth and enter new geographic markets/customer segments more expeditiously in today’s global environment. However, developing and implementing a merger or acquisition strategy is often a…

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Times Are Changing – Have You Reviewed & Updated Your Nonprofit’s 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 handful of times over the last year; I am fortunate and can work from just about anywhere. Of course, for many of you, this is…

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Is Your Organization in Compliance in Today’s Virtual Environment?

What was initially anticipated as only a short-term disruption to our normal, everyday lives, has caused a multitude of changes to the way we do business, some of which appear to be here for the long haul. One of the most notable changes caused by the COVID-19 pandemic, is the transition to a remote work…

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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 and procedures along with increased regulatory requirements can be a hurdle for any organization. As such, your organization should consider performing an efficiency study. Efficiency…

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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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The Importance of Long-Term Strategic Planning

One of my core consulting activities is helping businesses with long-term strategic planning. It’s an important, often overlooked facet of business growth. You see, business leaders who spend too much time working in the business forget to work on the business. The day-to-day pays the bills, after all. But if you want your business to…

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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 have done crucial, life-saving work, but resources have been stretched thin. This latest round of funding poses fresh challenges. Verifying Eligibility & Allowability It’s crucial…

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