Articles & Publications

Most business owners spend a lifetime building their business. When it comes to succession, business owners need to weigh the benefits and detriments of a variety of potential exit strategies. This could involve selling to either a strategic or. Read More >>

A 529 plan has historically been used to cover various qualified college expenses, including tuition, enrollment fees, books, supplies, housing, online educational materials, tutoring or classes outside of the home, and educational therapies for students with disabilities. Under the. Read More >>

Manufacturers and distributors face rising costs of labor and benefits, burdensome government regulations and, more importantly, a shortage of skilled workers. In light of these human resource challenges, investing in automated equipment may seem like a smart alternative to. Read More >>

If you’ve been in business for any length of time, you’ve probably encountered the term “lean.” It emerged and gained popularity in the 1990s as the automotive, pharmaceutical and other industries sought to eliminate waste, increase value to their. Read More >>

In recent years, regulators have intensified their focus on retirement plan controls. Given this scrutiny, it’s critical that the proper procedures and controls are in place for your qualified plan. Operational compliance controls are an area of focus for. Read More >>

The ability to make and accept online payments and maintain databases (with detailed constituent profiles) offers obvious benefits to nonprofits under time and financial pressures. But it may also be subject to fraud attempts that can dodge your traditional. Read More >>

This time of year, when you hear someone speak about their “destination,” you’re likely to picture warm, sunny, sandy beaches. But HR Director Eileen Connor has a different destination in mind. “I’m all for enjoying a vacation, but it’s. Read More >>

Matt’s deep and diverse skill set comes from serving more than 12 years at a Big 4 accounting firm. He has served clients ranging from large multi-national SEC registrants with global footprints, to small- to medium-size private-equity-owned clients, including. Read More >>

We are pleased to announce the following additions to our professional staff: Bryan Smith, IT network manager, senior technical lead, brings an extensive breadth of experience working with the ins and outs of virtual computing, security implementations, and customized,. Read More >>

Sometimes an M&A deal ends up not only in a different place from where it started but in a different guise. Whether it’s due to shifting market conditions or other unforeseen factors, a buyer’s acquisition strategy may change during. Read More >>