Articles & Publications

Join us for a presentation focused on how businesses can navigate the current conditions, leverage available resources and develop a plan for the future resurgence and growth of the economy. This panel of legal, accounting, employee benefits, insurance and. Read More >>

Social distancing. Remote workforces. Making payroll. Information overload. Running a business isn’t easy under ordinary circumstances, let alone during the unprecedented volatile economic environment driven by the COVID-19 crisis. We need to take care of each other and that. Read More >>

One of the most wearisome aspects of divorce is when there is a division of assets. While some marital assets are readily divisible, such as a joint bank account, other assets, such as ownership in a privately held business,. Read More >>

As seen in Crain’s Cleveland ACG Corporate Growth & M&A edition, January 2020 There are a myriad of diligence issues that can adversely impact purchase price and sometimes kill the deal. While there is no absolute on completely avoiding. Read More >>

To weather a business interruption, damaged businesses need to be made whole again as quickly as possible. Business interruption (BI) insurance – or business income insurance – is a type of insurance that covers the loss of income because. Read More >>

You wouldn’t buy a car without having your trusted mechanic look under the hood, right? That same idea should be applied when buying a company without having your trusted financial advisor perform due diligence. Whether you’re buying a car. Read More >>

Every business with more than one owner needs a buy-sell agreement to handle voluntary and involuntary ownership transfers. A well-written buy-sell agreement will cover valuation considerations in addition to legal and tax matters. Buy-sell agreements should be put into. Read More >>

As part of the appraisal process, the value of a shareholder loan is considered, which oftentimes leads to these loans being adjusted. Back in college, accounting 101 instructed us on the treatment of loans. Loans owed to the company. Read More >>

Sometimes mergers and acquisitions don’t meet the expectations of the buyer and/or seller for a variety of reasons. In some cases, forecasted results contain unrealistic synergies or cost savings. In other cases, misrepresentations are made regarding the Company’s historical. Read More >>

Have you ever heard the phrase “rob Peter to pay Paul”? This, my friends, is a great metaphor for how a Ponzi scheme works. Essentially, this phrase means to take something away from one person (Peter) to pay another. Read More >>