Blog Articles
Explore our insights on mergers, acquisitions, and corporate finance.
The Partnership Puzzle: Sales vs Redemptions of Partnership Interests
Summary: This blog post will explore the impact of sales and redemptions of partnership interests, the reasons behind their growing importance, and the challenges they present. We’ll discuss the short-term and long-term benefits of addressing or implementing these transactions, as well as their potential effects on stakeholders and society. Lastly, we’ll highlight future trends in […]

Unlocking Business Potential: Enhancing Value Strategies for Long-Term Success
Summary: Enhancing value strategies, such as analyzing financial statements, attracting and retaining talent, process optimization, financing structuring, and implementing corporate governance tactics, are crucial to a business’s long-term success. As organizations face increasing competition and economic uncertainty, these strategies become even more vital in driving growth and profitability. This blog post explores the various aspects […]

Unlocking the Full Potential of Startups: As a Professional with CPA, ABV, CVA, CMAA, CEPA, and PFP
Startups often require a wide range of professional services to help them navigate the various stages of their development. As a professional with various expertise, I can offer a comprehensive suite of services tailored to the unique needs of startups. Here are some professional services I can provide for startups: Financial planning and analysis: Help […]

Mastering Exit Planning: Bridging Wealth and Value Gaps
Summary: In this post, we will delve into the critical role of exit planning in addressing the wealth gap and value gap challenges faced by businesses today. We will explore the reasons behind their growing importance, practical approaches for implementation, and the short-term and long-term benefits that can be achieved. Additionally, we will also discuss […]

The Crucial Role of Technical Due Diligence and Cybersecurity in Today’s Digital Landscape
Summary: This blog post delves into the world of technical due diligence, its increasing significance in cybersecurity, and the challenges it presents. The discussion explores various aspects of this field, including its short-term and long-term benefits for businesses, stakeholders, and society as a whole. The conclusion highlights the future trends in technical due diligence and […]

Unlocking the Value of Intellectual Property: The Importance of Due Diligence
Summary: Intellectual property (IP) due diligence is a critical aspect of business transactions and decision-making processes. This blog post delves into the various aspects of IP due diligence, its growing importance in today’s competitive landscape, challenges faced by businesses, and its potential benefits. Furthermore, it highlights the role of stakeholders and future trends in IP […]

Essential Guide to Financial Due Diligence
Summary: In this blog post, we’ll delve into the various aspects of financial due diligence, including quality of earnings analysis, balance sheet analysis, risk analysis, tax structuring and compliance. We’ll discuss the growing importance of these processes in the business world and the challenges that they present. Additionally, we’ll examine the short-term and long-term benefits […]

Middle Market M&A Due Diligence: Finance and Tax
Summary: Middle market mergers and acquisitions (M&A) are transactions that involve companies with revenues between $10 million and $1 billion. The due diligence process for these deals is crucial to ensure a successful outcome, as it uncovers potential risks and opportunities related to finance and tax matters. This blog post will delve into the importance […]

Understanding GILTI and FDII: Key International Tax Issues
Summary: This blog post delves into the intricate world of international tax issues, specifically focusing on the Global Intangible Low Taxed Income (GILTI) and Foreign Derived Intangible Income (FDII) provisions. It explores the reasons behind their growing importance, various challenges they present, short-term and long-term benefits of addressing them, related stakeholders, and their impact on […]
