Clark Schaefer
Articles

Why Audited Financials Are Critical for a Successful M&A Sale

For an M&A sale, audited financial statements are not just a formality—they’re a competitive advantage.

May 5, 2025
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Why Audited Financials Are Critical for a Successful M&A Sale
The Power of a Comprehensive Transaction Advisory Team

The Power of a Comprehensive Transaction Advisory Team

Nicholas Scharfeld
Nicholas Scharfeld

Featured Insights

R&D Tax Credits: Why Your Report Won’t Cut It

R&D Tax Credits: Why Your Report Won’t Cut It

Stephen Estelle
Stephen Estelle
Should You Outsource Your Not-for-Profit’s Accounting Functions?

Should You Outsource Your Not-for-Profit’s Accounting Functions?

Sherry Henning
Sherry Henning

Latest Insights

Senate Releases Draft of 'One Big Beautiful Bill'

On June 16, 2025, Senate leaders released their draft of the “One Big Beautiful Bill,” offering a detailed look at possible updates to federal tax policy.

Senate Releases Draft of 'One Big Beautiful Bill'
•Jun 18, 2025Articles

Cybersecurity Program Best Practices for EBPs

A well-documented cybersecurity program is the foundation of risk management. It must include formal information security policies, clear frameworks and more.

Cybersecurity Program Best Practices for EBPs
•Jun 17, 2025Articles

Vetting Benefit Plan Vendors: 3 Tips for Cybersecurity Readiness

Ask providers about their cybersecurity policies and practices. Their protocols should align with standards like NIST or ISO/IEC 27001

Vetting Benefit Plan Vendors: 3 Tips for Cybersecurity Readiness
2 Contributors
•Jun 12, 2025Articles

NFP Mergers: Questions to Ask During Funding Cuts

An NFP merger can provide a way to grow stronger together. Joining forces with a like-minded organization may create opportunities to reduce overhead & expand reach

NFP Mergers: Questions to Ask During Funding Cuts
•Jun 9, 2025Articles

Tariffs and Transfer Pricing for Manufacturers

Transfer pricing has become an increasingly complex area, especially as tariffs distort traditional cost structures.

Tariffs and Transfer Pricing for Manufacturers
•Jun 5, 2025Articles

Effective Fundraising for Not-for-Profits

Effective fundraising begins with purpose. Board members must clearly understand your not-for-profit’s mission, vision, and impact.

Effective Fundraising for Not-for-Profits
Jun 4, 2025Articles
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