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…

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…

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