Frequently, when people hear the words “SBA loan,” they picture paperwork, delays, and a process that feels better suited to another decade than today’s
Corporate finance
The commercial real estate market has never been this hot. Consider a sale leaseback instead of hoping that the business buyer wants to own
Perhaps no “market” has been more active in the last couple of years than Special Purpose Acquisition Corporations better known as SPAC’s. In the
There are potential changes to the tax code on the horizon. This lunch and learn will address certain tax planning strategies that we should
It’s the top client question of the quarter but how do you answer it? What do your clients need to know about changes in
Is inflation on the horizon? Are there any red flags in the economy? How does this impact our clients’ businesses? Join us on October
Program produced by XPX Maryland. Understanding New Tax Laws: What Do they mean for business owners Ed Kidner, Attorney at Davis, Agnor, Rapaport &
Program produced by XPX New York. Quality of earnings: why needed, best practices and stories from the experts Two panelists from leading accounting firms
Program produced by XPX Chicago. The M&A Market: A look forward and a Look Back Results from 2020 and Expectations for 2021 for Lower
Program produced by XPX Philadelphia Considerations in investment banking engagement letters & Forecasting for 2020 and 2021 David DeMuth of CFO Consulting Partners https://cfoconsultingpartners.com/our-team/david-p-demuth will lead a
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Every business owner has someone in mind when asked, “Who will lead this company next?” The answer usually comes quickly. “Our VP of Operations.”
Before a buyer ever sees the CIM, they’ve looked the company up. Probably more than once. They’ve been on the website. Scrolled the owner’s
By John Chionchio, Partner — WealthPoint Business Advisory Services If you’re a successful business owner, one of the most important financial decisions you’ll make
By John Chionchio, Partner — WealthPoint Business Advisory Services If you own a successful privately held business, you’ve probably spent years learning how to
Most of what discounts a business comes with someone assigned to fix it. Messy financials get a CPA. Legal exposure gets an attorney. A
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