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How to Preserve People & Culture in a Business Merger or Acquisition
When you are planning to merge two companies or acquire another organization, the quality of your due diligence will largely impact the effectiveness of joining the two entities. Due diligence can...
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Cyber Readiness Month: The Importance of "Baked In" Cyber Security
As we enter October’s Cyber Readiness Month, there will be no shortage of content promoting the latest in cyber defenses and scare tactics. These calls to action typically recommend another important...
View ArticleImportant News for Microsoft Dynamics GP (Great Plains) Users
Microsoft recently announced that it will end product support and updates for Microsoft Dynamics GP (Great Plains) on September 30, 2029. It will stop providing security patches for the product on...
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How Businesses Can Improve Cash Flow: 6 Strategies for Success
Cash flow is the lifeblood of any business, providing the funds necessary to cover operating expenses, reinvest in the business, and fuel growth. Healthy cash flow is essential for a company’s...
View Article2024 - 2025 Tax Planning Guide
Although you can’t avoid taxes, you can take steps to minimize them. This requires proactive tax planning - estimating your tax liability, looking for ways to reduce it, and taking timely action. To...
View Article5 Key Advisor Roles Integral to M&A Transactions
Most privately-held business owners are great entrepreneurs and have a wealth of knowledge and experience when it comes to their industry. However, buying and selling companies is an industry within...
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Results Matter, but the Process Matters More
Business is competition, and like any form of competition, it’s hard not to look at the scoreboard. However, winning teams don’t simply show up on the field, cobble together a strategy, and win. They...
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Ransomware Reality: Q4 2024 Trends and Insights for Business Leaders
Every month, we look forward to reading the latest statistics about ransomware from diligent research done by BlackFog, a global cyber security company that has pioneered technology to protect...
View ArticleElizabeth M. Carroll Writes Article for the PICPA's Blog on Easing Audit and...
With the accounting world struggling with a staffing shortage, artificial intelligence, or AI, will likely make inroads among more routine tasks, particularly in tax and audit. But before implementing...
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3 Strategies to Balance Control and Incentivize the Next Generation in Family...
In working through various family business transitions over the years, a recurring theme has emerged around control and incentives. On one hand, the senior generation—often having dedicated most of...
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What Should Always Be in a Shareholders' Agreement? 9 Format Must-Have’s
A shareholders' agreement is more than just a legal formality — it's a foundational document that defines the relationship between shareholders and sets the ground rules for how a company operates....
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Planning a Business Transition? This is the Critical First Step
Thinking of a business transition? Knowing what's important before evaluating your options is key. Embarking on this new chapter as a private company owner can be both exciting and daunting. The...
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