News & Insights
Timelines: 3 Ways Business Owners Should Look at Succession Planning
June 4th, 2024
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Consulting |
Strategic Planning |
Succession Planning |
Wealth Management
Business owners are rightly urged to develop succession plans so their companies will pass on to the next generation, or another iteration of ownership, in a manner that best ensures […]
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Data Dashboard & Visualizations: Utilizations for Success
May 6th, 2024
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By Brad Pung |
Consulting |
Data Analytics
Have you ever felt lost in a sea of data – trying to make sense of numbers from various spreadsheets, emails and messy dashboards that don’t integrate with one another? […]
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Building Resilience: Mitigating Vendor Risk Management
April 25th, 2024
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Consulting |
Risk Management
By: Gary Loew, CFE A midsize construction company was gearing up to begin work on a prestigious new office complex that promised significant growth and exposure for its business. Just […]
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Unlocking Organizational Efficiency Through Strategic Process Mapping
March 12th, 2024
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By Bethany Verble |
Consulting
By: Bethany Verble, CPA, CFE, CBPA In today’s rapidly evolving business landscape, high-performing organizations constantly seek ways to enhance efficiency and adapt to new challenges. Process mapping emerges as a […]
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3 Common Forms of Insurance Fraud (and How Businesses Can Fight Back)
February 8th, 2024
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Consulting |
Fraud & Litigation Services |
Risk Management
Businesses of all shapes and sizes are well-advised to buy various forms of insurance to manage operational risks. But insurance itself is far from risk-free. You might overpay for a […]