Services
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…
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…
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…
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:…
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…
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…
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…
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…
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…
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…