“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,…
Read more »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…
Read more »WHAT IS THE RIGHT LEVEL OF FINANCIAL LEADERSHIP IN A RAPIDLY GROWING BUSINESS?
Rapidly growing businesses are faced with many tough decisions but one of the most challenging is that of assembling and growing a financial and accounting team that can scale as…
Read more »MAKING SENSE OF BITCOIN
Bitcoin – the name seems vague, inspires confusion and its place in regular and continuous commercial activity seems unclear at best. What are business people, and especially small business owners,…
Read more »Post Merger Integration: Why a Conduit is an Essential Part of Success
Having spent a good part of my career on both sides of the table, assessing and executing M&A deals spanning several continents, I came to the realization that regardless of…
Read more »THE ELECTRONIC PAYMENTS SERIES: NO. 1 – A CHALLENGE FOR BANKS
Much like the dramatic changes impacting the taxi industry driven by ride sharing “brokers” such as Uber, Lyft, Sidecar and others; financial institutions (e.g., commercial banks, credit card companies, savings…
Read more »SUCCESSION PLANNING RETHOUGHT
Few issues trouble a business owner more than how they are going to exit a business at retirement, to start another business (if they are a serial entrepreneur), or to…
Read more »INTERNATIONAL M&A: WHY TAXES MATTER EVEN FOR SMALL COMPANIES
In the past year I’ve seen an increasing amount of M&A activity especially with my international clients. Every transaction I’ve worked on has had substantial tax content to it. I…
Read more »TRENDING CALIFORNIA TAX NEWS: A BITE AT THE BOTTOM…NOW A BITE AT THE TOP?
California Senator Bob Hertzberg (D – San Fernando Valley) proposed January 12th, a sales tax on professional, construction, financial and agricultural services, as a part of a plan to raise…
Read more »WHEN FAMILY WEALTH OUTGROWS THE FAMILY BUSINESS
Transitions in a family business are difficult. Deciding how and where to grow, changing roles and responsibilities and balancing emotions and egos are all transitions which are amplified in a…
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