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How to Use EBITDA to Determine Your Business Value Before Selling
When you’re considering selling your company, appropriately determining the value of your business is essential for a prosperous exit. However, for many small and medium-sized business owners like our...
View ArticleThe Top 5 Blog Posts of 2024
We published a number of Center for Private Company Excellence blog posts in 2024. While we received positive feedback throughout the year, a few posts were particularly popular with our readers. Here...
View Article2024 Tax Planning Opportunities for the Construction Industry
The last decade has included some of the most significant tax regulation changes and created many planning opportunities for contractors. Changing entity types, accounting methods, new deductions for...
View ArticleBobbi Kelly Presenting on The Keys to Future Organizational Success
Philly SHRM Presents: AI + HR January 30, 20258:30am - 12:30pmPhiladelphia Insurance Companies | Bala Cynwyd, PA Bobbi Kelly, Director-in-Charge of Kreischer Miller's Talent Advisory practice, is...
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The Impact of Private Equity on Multi-Generational Family Businesses
Private equity (PE) has become a significant force in reshaping the landscape of multi-generational family businesses. These businesses, often rooted in tradition and legacy, are now grappling with...
View ArticleRobert Olszewski Moderating Discussion on Economic Outlook for 2025
Robert Olszewski, Director, Audit & Accounting and Leader of Kreischer Miller's Outsourced Accounting Services group, will be moderating a discussion hosted by The Philadelphia100 Forum, featuring...
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Valuation Discounts: A Game-Changer for Gift and Estate Tax Planning
We often hear about gift and estate taxes in the context of transferring assets for gifting and estate planning purposes. But what exactly are gift and estate taxes? In simple terms, gift and estate...
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Making Strategic Investments to Improve Corporate Growth
As companies look for growth opportunities, owners and stakeholders must develop strategies to achieve objectives and provide a return to those individuals. Strategic investments should be at the...
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Current M&A Trends & Strategies: What We’re Seeing & How to Capitalize
The mergers and acquisitions (M&A) landscape is evolving rapidly, shaped by shifts in market dynamics, valuation trends, and industry-specific factors. For businesses looking to grow or merge,...
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The Coach's Playbook: Transforming Feedback into Success in the Workplace
In football, the path to victory is paved not just by talent, but by the relentless pursuit of improvement. I was lucky enough to play football at a young age and continued to play until I graduated...
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Navigating Business Interruption Claims: A Guide for Business Owners
Look at the news and you will see that there is no shortage of threats to your business from both natural disasters – including fires, hurricanes, and others – and man-made ones, such as...
View ArticleFederal Funding Freeze – Possible Impacts on Not-For-Profit Organizations
On January 27, 2025, the Office of Management and Budget (OMB) released a memorandum for heads of executive departments and agencies to temporarily pause agency grants, loans, and other financial...
View ArticleFederal Funding Freeze Update
Subsequent to our Not-for-Profit Industry Alert on January 28, 2025, a federal judge has temporarily blocked the temporary pause of agency grants, loans, and other financial assistance programs. The...
View ArticleFederal Funding Freeze Order Rescinded
On January 29, 2025, the Office of Management and Budget (OMB) rescinded its original memorandum related to the temporary pause of agency grants, loans, and other financial assistance programs. The...
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Thomas Peters Presenting on GIPS® Standards Guidance Statement for OCIO...
February 6, 20251:00pm - 2:00pm ESTCFA Institute | Live Webinar Thomas A. Peters, Director of Kreischer Miller's Investment Industry Group, is a featured speaker at this CFA Institute webinar on the...
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Important Employer and Employee Tax Considerations for Non-Qualified Deferred...
A non-qualified deferred compensation (NQDC) plan is a separate incentive plan, or plans, set up by an employer. They are frequently used to attract and retain company executives and key personnel....
View Article10 Reasons to Consider an ESOP as Your Private Company Transfer Strategy
An employee stock ownership plan (ESOP) can be a very viable transfer strategy for a private company owner — and we have seen a significant increase in ESOP transactions in recent years. However, ESOPs...
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How to Retain Your Employees: Best Practices for Keeping Top Talent
Employee retention is more than just a human resources issue; it’s a strategic priority for any business. High turnover can be costly, both financially and in terms of morale. Retaining your top...
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Tax Considerations When Using Warrants in an ESOP Transaction
Warrants are often used in private company Employee Stock Ownership Plan (ESOP) transactions to supplement the return to sellers providing subordinate debt to finance the sale. Seller debt in such...
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6 Reasons Why Customer Diversification is Important
The importance of diversifying your customer or client base is crucial. Whether you're a large corporation or a small startup, having a diverse array of customers can be the difference between...
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