Protecting Your NPO: Take A Deeper Look at Enterprise Risk Management

Recently, an HR colleague of mine mentioned “When I think about risk management, I think about insurance coverage.” My response was “Think again!” Enterprise risk management (ERM) is both broader…

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“HELLO. WE WANT TO BUY YOUR COMPANY.” NOW WHAT DO YOU DO?

If you are the owner or CFO for a small to medium- sized business, it is likely closely- held or family- owned, and this may happen to you. If not,…

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AGRIBUSINESS TRENDS AND FINANCIAL IMPLICATIONS

The challenges of distributing products to end users is common in all industries. In the wine industry, customer access to bottled wine is primarily from supermarkets, wine specialty shops and…

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STANDING AT THE CROSSROADS: HAS YOUR BUDGETING/PLANNING PROCESS OUTGROWN EXCEL?

It’s a safe bet that most businesses start out using Microsoft Excel to prepare budgets and forecasts.  Most likely they continue to do so as their business grows.   And why…

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PEOPLE AND THE PERFECT PLACE

While the title is not as endearing as is Harold and the Purple Crayon, there are similarities in the adventure of finding the ideal fit for professionals. It is one thing to…

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FINANCIAL REPORTING FOR THE GROWING MANUFACTURER

Data is the life-blood of a well-run business. Yet, the food manufacturer often lacks what he or she needs. What reports would you really like to have?  Would it help…

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1031 EXCHANGES – WILL SOUND TAX POLICY SAVE THEM FROM EXTINCTION?

As tax reform has hit the forefront of the new Administration’s agenda, this is good time to examine a powerful, yet often misunderstood, provision of the tax code.  The tax…

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THE VALUE SURPRISE IN SELLING YOUR BUSINESS

In this post I describe a frequent problem our firm encounters with founder/owners looking to sell their business. Recently a client mentioned that she was thinking of selling her existing…

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SURVIVING M&A DUE DILIGENCE

You may remember the commercial when a camera catches a winning Super Bowl player who proclaims “I’m going to Disney World”. Well, Mr. or Ms. Business owner, you have just…

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IS THE DECK STACKED AGAINST FOREIGN FIRMS ENTERING THE U.S.?

One would certainly come to that conclusion after reading the Schumpeter Blog in The Economist January 12, 2017 – America Leaves Foreign Firms Out In The Cold.  However, I would respectfully…

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