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Ebook
Estate Planning Guide

A thorough overview of the documents and strategies needed to secure your financial legacy.

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How To Avoid Being Negligent When It Comes To Risk
When you're running a business, you can't afford to be negligent when it comes to risks and planning for them. These six steps will help you get started.
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Comparing Business Valuation Methods
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Comparing Business Valuation Methods: Which is Right for You?
Valuation experts rely on three primary approaches to determine the value of a business: income approach, asset approach, and market approach.
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Selling a C Corporation
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Factors to Consider When Selling a C Corporation

Understand the tax issues affecting both buyers and sellers involved in C corporation merger and acquisition transactions

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Key Items to Review During Financial Due Diligence
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5 Key Items to Review During Financial Due Diligence
The due diligence phase is critical for a Buyer to better understand the Target’s business operations and the overall quality of the financial information.
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Benefits of Outsourcing Your Human Resources Function
HR responsibilities can quickly become overwhelming for small business owners. Alleviate the burden and save money in the long run by outsourcing your HR functions.
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Integrating data analytics into your business can help your revenue grow, the organization mitigate risk, or gain insight into your business operations.

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I've used them for valuation work, stock transfers, hosting all of my technology, and now data analytics. I'd say they lead the pack in terms of anticipating what I'm going to need before I even know I need it.
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Budgeting Tips for Small Business Owners

April 14, 2023
Budgeting Tips for Small Business Owners

Budgeting Tip Sheet

Budgeting is rarely a favorite task for small business owners. But it's crucial to operating and growing a business of any size. We've put together a tip sheet that will keep you on track. It includes information about: 

  • Types of Budgets
  • Budgeting Tools
  • Tricks of the Trade

Recent News & Insights

Accounting
Electing Out of the Complex Variable Interest Entity (VIE) Guidance
In October 2018, the Financial Accounting Standards Board (FASB) provided private firms a ...
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What Your Business Needs To Know About Sales Tax
Think your sales tax obligations are straightforward? Today's business environment might ...
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Accounting
What are the Pros and Cons of Filing a Business Tax Extension?
Tax deadlines are approaching—are you rushing to file, or is a strategic extension the smarter ...
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M&A
How to Increase the Value of Your Business
With millions of small businesses expected to transition in the coming years, business owners ...
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