News & Insights
Planning for the Future: 5 Business Succession Options and Their Tax Implications
March 18th, 2025
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Consulting |
Strategic Planning |
Strategy and Planning |
Succession Planning |
Wealth Management
When it’s time to consider your business’s future, succession planning can protect your legacy and successfully set up the next generation of leaders or owners. Whether you’re ready to retire, […]
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Understanding the NIH’s New Indirect Cost Rate Policy: What Nonprofit and Higher Education CFOs Need to Know
March 6th, 2025
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Accounting & Outsourced Solutions |
CFO Advisory Services |
Consulting |
Outsourced Accounting Solutions |
Strategic Planning |
Strategy and Planning
Note: An update to this article is appended to reflect the February 21, 2025 ruling extending a temporary restraining order. The National Institutes of Health (NIH) has announced a major […]
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Financial Leadership: The Hallmark of High-Performing Local Government Boards
February 10th, 2025
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By Rod Taylor |
Consulting |
Strategic Planning |
Strategy and Planning
Why Strong Governance is the Key to Sound Financial Management Effective local governance is more than just setting policies and approving projects—it requires a deep commitment to financial responsibility. High-performing […]
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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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Key To Your Cannabis Businesses Success: Strategic Cash Flow Model
September 22nd, 2022
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Accounting & Outsourced Solutions |
Consulting |
Financial & Retirement Planning |
Outsourced Accounting Solutions |
Reporting & KPIs |
Strategic Planning
Today’s market is witnessing dramatic rising costs for labor and supplies. To help avoid finding your business in a cash crisis, maintaining and updating a strategic cash flow projection model […]