To Recession or Not to Recession? Plan for Both

The biggest question surrounding the U.S. economy today is whether we, the U.S. economy, will see a recession or not in the next few years. You may have heard the expression soft or hard landing as if we were landing a 777 twinjet. No matter what you call it, we are approaching our destination, and […]

Boomers Want Out: Business Exit Strategies for Your Clients

Experts have estimated that 10,000 baby boomers retire each day, with the full generation expected to have largely retired by 2030. According to the Pew Research Center, the pandemic accelerated this generation’s exit from the labor force, with 3.2 million Boomers retiring between 2019 and 2020 alone.

What CFOs Should Know When Preparing For Goodwill Impairment

Recession fears and Fed rate hikes continue to dominate business news headlines. CFOs are examining their companies’ financial positions and seeking to fortify their balance sheets. Acquisitive companies will need to take a closer look at goodwill this year for potential goodwill impairment. Here is what CFOs should know about goodwill impairment: FASB Overview In […]

Considering an ESOP? Start here!

An ESOP can be an excellent exit option for business owners, but there are key characteristics that are generally required to make them a good fit.