Planning Giving Initiatives

Every community has worthy nonprofit organizations that can benefit immensely from the time and talents of teams. Giving back to the community is a meaningful and fun way to build…

Business Valuation

What exactly is a business valuation? Most owners understand a valuation as an appraisal of sorts, and valuations do determine the value of the business based on the valuation’s intended…

The Importance of Cashflow Forecasting

The Importance of Cashflow Forecasting The management of cashflow is an all-too-common stressor on business owners, yet the problem can be mostly resolved with time invested in planning. We hear…

Business Fundamentals: Mergers & Acquisitions (M&As)

The terms “merger” and “acquisition” each refer to the joining of two companies, but there are key differences between the two. Merger – Two separate entities combine forces to create a…

Peace of Mind, Even When Disaster Strikes

When we begin working with a business owner, our first step is determining the “de-risking” measures needed to solidify the company’s foundation. We initiate this challenging conversation by asking important…