Press

American Heart Association Recognizes Mercadien For Workplace Health Achievement

Scientific, evidenced-informed tool rates, recognizes workplace health programs and workforce well-being. The results of the American Heart Association’s 2021 Workplace Health Achievement Index were announced on Thursday, December 2nd, 2021 and Mercadien achieved national Silver recognition for taking significant steps to build a culture of health and well-being for its workforce. The American Heart Association’s…

Read More

Mercadien Webinar Replay: M&A Series Pt. 3: Maximizing the Value of Your Business Through the Sales Process

Lee Boss, Managing Director of Mercadien, Valentina Midura, Senior Managing Director of BDO Capital Advisors, Kevin Hoyle, CEO of B2B Gateway & Nicholas San Filippo IV, Partner of Lowenstein Sandler LLP presented a webinar, M&A Series Pt. 3: Maximizing the Value of Your Business Through the Sales Process on Tuesday, November 2nd along with moderator Frank…

Read More

Webinar Replay: Not-For-(Their)-Profit: Prepare Your Organization for the Inevitable Cyber Attack

Mercadien’s Nonprofit & Human Services Group hosted a webinar in partnership with Armour Cybersecurity, Not-For-(Their)-Profit: Prepare Your Organization for The Inevitable Cyber Attack, on Tuesday, October 26, 2021 presented by David Chernitzky, Co-Founder of Armour Cybersecurity.  During the webinar, he went over: The latest cyber threats jeopardizing your security, privacy, and identity. The anatomy and…

Read More

Tax Alert: House Ways & Means Committee Releases Proposed Tax Changes

On Wednesday, September 13th, the House Ways & Means Committee released legislative text containing a number of significant tax change proposals. One proposed change affects the use of Grantor Trusts for estate planning purposes. This change would affect the future funding of life insurance trusts and could result in life insurance within life insurance trusts…

Read More

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…

Read More

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…

Read More

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…

Read More

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…

Read More

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…

Read More

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…

Read More