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.



Wednesday, April 28, 12:30 PM - 2:00 PM
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Mercadien Webinar Replay: Getting Your Financial House in Order Post COVID-19

October 22, 2020Lee D. Boss, CPA, MBA, Managing Director & Chair of Mercadien’s Private Company Services Group & Michael Warady, CFP, Regional Director of Source Advisors presented a webinar Getting Your Financial House in Order Post COVID-19 on Tuesday, October 20th. During the webinar, they went over: How to produce accurate financial reports & projections/forecasts Key financial drivers…Read More

NJEDA Announces Phase 3 of COVID-19 Grant Program

October 15, 2020The New Jersey Economic Development Authority (NJEDA) announced Phase 3 of the Authority’s Small Business Emergency Assistance Grant Program yesterday, October 14th. Phase 3 will be funded with $70 million in Coronavirus Aid, Relief, and Economic Security (CARES) Act funding. This allows for a considerable expansion of eligibility for the program and increases the amount…Read More

Raji Sathappan Featured in ICBA Independent Banker Magazine

October 12, 2020Raji Sathappan, CPA, MBA, CRCM, CAMS Managing Director with Mercadien, was featured in the October issue of the Independent Community Bankers of America’s (ICBA) Independent Banker Magazine. The article is titled, “Compliance Challenges for Commercial Lenders” by Beth Mattson-Teig, and discusses how in order to make sure your community bank’s commercial loans are compliant, it…Read More

SBA Streamlines PPP Forgiveness for Loans ≤ $50,000

October 9, 2020 | By: Frank PinaOn October 8, 2020, the Small Business Administration (SBA) released a streamlined two-page application (i.e., Form 3508S) focused specifically on small Paycheck Protection Program (PPP) borrowers who borrowed less than $50,000.  Although eligible loans account for only 9% of overall PPP loan dollars, they amount to approximately two-thirds of all PPP loans funded. The instructions to…Read More

Mercadien Announces Executive Promotions; Names Ms. Lovepreet Buttar A Partner

September 14, 2020September 14, 2020; Princeton, NJ & Philadelphia, PA – The Mercadien Group is pleased to announce several promotions within the firm’s corporate leadership team.  Ms. Lovepreet Buttar, CPA, MBA, CGMA, PSA, a member of the Nonprofit & Human Services Group, was promoted to managing director of The Mercadien Group and principal in Mercadien, P.C., CPAs…Read More

Uptick in False Claims & Fraud Could Spell Trouble for PPP Loan Recipients

September 3, 2020 | By: Gina HollandRegulatory and enforcement actions are expected to increase in the foreseeable future as a result of the substantial number of businesses that applied for and received funds under the Small Business Administration’s (SBA) Paycheck Protection Program (PPP). Recipients of the PPP loans should be mindful of the legal risks the borrowers and/or organization may face…Read More

Business Valuation Considerations In The Midst Of An Economic Downturn

September 3, 2020 | By: Jeffrey BarescianoThe effects of the COVID-19 pandemic have manifested in new ways of working virtually, historic unemployment levels, increased divorce rates, and many other evolving ways.[1] Closely held businesses have experienced unforeseen profitability growth or decline depending on the industry and other unique attributes of a specific company. In valuing a privately held company, the COVID-19…Read More

Mercadien Webinar Replay: Credit Risk Management During Uncertain Times

August 28, 2020Jorge Olazagasti, MBA, Director & Melissa Correa, CRCM, Manager, of Mercadien’s Financial Institutions Services Group presented a webinar Credit Risk Management During Uncertain Times on Thursday, August 27th. During the webinar, they went over: The immediate impact of the pandemic on credit risk management  Reviewing state specific lending initiatives How to monitor initiatives & delinquencies How…Read More

Jeffrey Baresciano, CPA, CFF, ABV, CVA Joins Mercadien as a Director

August 26, 2020Princeton, NJ & Philadelphia, PA – Myron M. Gellman, MBA, CBA, CMC, Chief Executive Officer of Mercadien, is pleased to announce the addition of Jeffrey Baresciano, CPA, CFF, ABV, CVA to the organization’s Forensic Accounting and Litigation Support team as a Director. Jeff’s arrival will allow our team to expand on these existing services and…Read More

$155M Funding Available for NJ Long-Term Care Facilities

August 12, 2020 | By: Matthew SmierciakYesterday New Jersey Governor Phil Murphy, Department of Health (DOH) Commissioner Judith Persichilli, and Department of Human Services Commissioner Carole Johnson announced that $155 million in relief funds will be provided to long-term care facilities.  The funding will assist the facilities with the implementation of a new DOH directive focused on safely reopening long-term care…Read More