Services
Embracing Change The Right Way: Reimagining Technology Management
When your organization is looking at new technology, it’s easy to get caught in the weeds of evaluation, weighing pros and cons, testing vendors, and more. It’s an arduous process…
7 Ways to Enhance Your Compliance Function
Ensuring your bank’s compliance function is effective and meeting expectations is of the utmost importance to regulators. This is evident through the design of the examination process and creation of…
Do You Have an Exit Plan?
Many business owners spend decades building their companies. But there will come a day for all when it is time to exit. Too many business owners allow time to lapse,…
Why You Should Consider A Fractional CFO For Your Business
In today’s hybrid environment, outsourcing is commonplace, and remote work has never been more accepted. Combining those shifts with the need for more financial strategy and leadership, your business could…
10 Ways to Protect Your Institution During Uncertain Times
We’ve all read the shocking news of recent financial institution failures. We’re also well aware of quickly rising interest rates and volatility in the market. Regulatory scrutiny is coming, and…
The CPA’s Role in Evaluating & Quantifying Economic Damages
In today’s litigious society, disputes culminating in lawsuits are inevitable. Economic damages are often awarded to make injured parties financially whole, and in some cases, that appears to be cut…
Self-Employed Retirement Plans: What Plan Is Right For You?
Self-employed (SE) individuals have the opportunity to create a nest egg while potentially reducing their current tax liabilities. An added challenge to being self-employed is understanding the best way to…
How To Use & Optimize the Benefits from a Health Savings Account (HSA)
What is a health savings account (HSA)? A health savings account (HSA) is a savings vehicle established to set aside funds tax free to pay for health care expenses. HSAs,…
Mercadien Serving as Subcontractor on U.S. SBA Awards $13 Million Contract, for Supervised Lenders 7(a) Guaranteed Loan Program
Princeton, NJ and Philadelphia, PA – The Mercadien Group is pleased to announce that it has been awarded through its partner company, Kingstonville, LLC, a $13 Million one-year contract, with…
Mercadien Announces Executive Promotions; Names Three New Partners
Princeton, NJ & Philadelphia, PA – The Mercadien Group is pleased to announce several promotions within the firm’s corporate leadership team. Ms. Bjondina Karpuzi, CPA, PSA, a member of the…