Knowledge and Insights
Offering resources and insights that help clients and communities
One of the ways Mercadien accelerates client and community success is by continually enhancing and sharing knowledge. By offering our expertise and thought leadership on key business and industry trends and issues, we’re a better resource to you. It benefits everyone to keep minds sharp and fingers on the pulse of what’s critical in today’s dynamic environment.
We’re pleased to provide articles, news, and information to help you stay up-to-date on topics affecting your organization; learn about best practices and processes in relevant fields; and simplify the business and financial complexities you may face.
UPCOMING EVENTS
Mercadien is a Proud Sponsor of the Center for Nonprofits Conference! Be Sure to Stop by Our Booth!
December 3, 2025 | The Palace at Somerset
333 Davidson Avenue, Somerset, NJ 08873
Is Your Organization in Compliance in Today’s Virtual Environment?
May 19, 2021 | By: David SullivanWhat 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…Read More
Why Your Organization May Benefit From a Process Efficiency Study
May 19, 2021 | By: Matthew SmierciakThe 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…Read More
Mercadien Webinar Replay: M&A Series Pt. 2: Strategic Liquidity Alternatives
May 19, 2021Lee 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:…Read More
How to Position Your Business for a Successful Transition
May 13, 2021 | By: Lee D. BossAll 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…Read More
Mercadien Webinar Replay: Strategies for Business Continuation Part 2: Key Person Protection
May 13, 2021In 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…Read More
Funding Alert: Coronavirus State and Local Fiscal Recovery Funds
May 11, 2021On 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…Read More
Mercadien Webinar Replay: Strategies for Business Continuation Part 1: Succession Planning
May 10, 2021In 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…Read More
Mercadien Webinar Replay: Overview of the American Rescue Plan Act & Impacts on Your Organization
April 29, 2021Managing 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…Read More
The Challenges of Distributing American Rescue Plan Funds
April 22, 2021 | By: Digesh Patel & Matthew DalyThe 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…Read More