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…Read more »
THE USE OF SOCIAL MEDIA IN RECRUITING: EMPLOYERS
Previously, I wrote a post on what candidates should keep in mind regarding social media when pursuing a job search. The reason being that employers consult social media to learn more about…Read more »