Private & Commercial Banking
The end of tax season is quickly approaching. Spring is in full swing, summer is just around the corner and everyone is ready to wrap up the 2023 tax season. However, implementing one or more of…
The end of the year is quickly approaching, and as people turn their attention to holiday celebrations with friends and family, taxes are naturally the last thing on their minds. However, implementing one or more of…
In 2022, banks issued roughly 680,000 reports of check fraud to the Financial Crimes Enforcement Network. That’s nearly double the 350,000 reported in 2021. Since May of this year, the U.S. Postal Service Inspection Service has…
According to the Association of Certified Fraud Examiners (ACFE), American businesses will lose an average of 5% of their gross revenue each year to fraud, causing a median loss of $117,000. Smaller businesses are at an…
Have you safeguarded your hard-earned assets against fraud? Scammers continue to grow more creative than ever; masters of modern-day deceit that will strike when least expected, often disguised as someone you trust. According to the Association…
8 Business Exit Strategies: Pros & Cons 1. Intergenerational Transfer (Family) 2. MBO 3. Sale to Partners 4. ESOP 5. Sale to a Third Party 6. Recapitalization (Recap) 7. IPO 8. Orderly Liquidation ________________________________________________ Your business…
Are you thinking about assembling your business exit advisory team? If you are, you’re ahead of about 70% of all other business owners (see alarming stats below). You’ve definitely spent a significant amount of time, capital…
Business Exit Planning & The Wealth Gap 1. What’s Required to Find Your Wealth Gap 2. Why You Shouldn’t Include Your Business’ Value 3. Why a Business Valuation is Still Necessary 4. What to Consider in…
6 Steps Toward Successful Business Exit Planning: 1. Know Your Team 2. Value Your Business 3. Know Your Gaps 4. Build a Financial Plan 5. Create a Disciplined Risk Management Process 6. Know Your Options…
When it comes to their portfolios, investors hate to take losses. But sometimes a loss could be just what the CPA ordered. As we wrap up a volatile year in the stock market, many people are…