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…

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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,…

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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…

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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…

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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…

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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…

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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…

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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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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…

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THE 5 THINGS YOU NEED TO DO IF YOUR ARE A WHATSAPP EMPLOYEE

The recent acquisition of WhatsApp by Facebook, at an astonishingly high valuation, brings to mind some thoughts about the challenges faced by those 53 WhatsApp employees who find themselves suddenly…

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