TAX PLANNING & PREPARATION

TAX PLANNING & PREPARATION

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Succession Planning

Accounting, Payroll and Tax Tips, Advice and News

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Blog

pitch deck

Kelly O'Farrell

October 26, 2021

What is a Business Pitch Deck?

A pitch deck is a digital presentation that makes a short, compelling case for investing in your business. Each More

Podcast

October 4, 2021

2-Part Podcast Series on Business Valuations

Check out our latest podcast series (Episodes 7 and 8) on Business Valuations. It will air on Thursdays, October More

Podcast

David Corneil

September 27, 2021

Mergers and Acquisitions Podcast with Dave Corneil

Check out our latest podcast (Episode 5) on Mergers and Acquisitions featuring Dave Corneil. The podcast airs on More

Blog

David Corneil

August 30, 2021

Expanding Succession Planning Beyond Ownership

Business owners are regularly urged to create and update their succession plans. And rightfully so — in the event More

Blog

Kelly O'Farrell

April 12, 2021

What Differentiates Mergers from Acquisitions?

Are you looking to sell your business? Do you know the terminology? Learn what differentiates mergers from More

Blog

Kelly O'Farrell

April 5, 2021

What are the Common Pitfalls or Reasons Why Integrations Fail?

There are a number of reasons why M&A deals fail, and educating yourself and your team can help mitigate some More

Blog

Kelly O'Farrell

February 7, 2021

Do You Have Good Product Diversification in Your Business?

What is diversification? At its simplest, product diversification is a strategy employed by a business to increase More

Blog

Structuring

February 3, 2021

Using Different Structuring Scenarios in Your Succession Planning

How much is your business worth and what are your succession plans? These are questions every business owner will More

Expert

August 20, 2019

Succession Planning Expert, Jim Rudnick, CPA, CVA

Our succession planning expert, Jim, can help you develop and put a plan into place for your organization.More
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