Recent Posts
Ideas come from the strangest places.
A career CFO reflects on where ideas come from and how to generate them. Intrigued by the Intricacies of Problem Solving From the early days of my career, the workings of the human brain and the art of problem-solving have captivated my interest. Countless times, I...
The Role of a CFO in the Franchisor-Franchisee Relationship
How a Strategic CFO can Nurture a Strong and Collaborative Relationship between Franchisors and Franchisees Opening a franchise is a significant decision and one that involves a certain amount of risk. The legal relationship between franchisors and franchisees is also...
Risk Management is Like Creating a Classic Symphony
Executing a successful risk management program for an organization is a collaborative effort that necessitates the commitment of the entire organization, particularly the C-suite. While the CEO holds ultimate accountability for the assessment of risk, it is the Chief...
The Corporate Transparency Act (CTA) Revealed! Are you protected?
More than 30 million small companies will soon find themselves subject to a new reporting requirement set to take effect in 2024, and it seems that many of them are still in the dark about it. This new rule, born out of the Corporate Transparency Act (CTA), applies to...
The Ongoing Challenge of IRS Audits for Employee Retention Credit (ERC) Recipients
The Employee Retention Credit (ERC) has been a vital lifeline for many employers struggling through the economic challenges brought on by the COVID-19 pandemic. However, a recent article highlights an important and often misunderstood aspect of the ERC program: the...
The Art of Successful M&A Integration: Lessons from Newellization
In the realm of M&A strategy, one often encounters the term "Newellization," a methodology named after a relatively small household goods company nestled in Freeport, Illinois. The Newellization strategy is grounded in four core principles that have proven...
Eligible Salaries for Employees Conducting Research for R&D: Understanding the R&D Tax Credit for Small Businesses
In the world of business, innovation is the key to success. Small businesses, just like their larger counterparts, engage in research and development (R&D) activities to create new products, improve existing ones, and stay competitive. What many small business...
Navigating Transformation: Strategies for Payers in the Changing Landscape of Medicare Advantage (MA)
The landscape of Medicare Advantage (MA) is undergoing sweeping changes, necessitating a strategic response from payers to effectively navigate the evolving terrain. This transformation is driven by a confluence of factors, including regulatory shifts, changing...
Navigating the Future: Unveiling Key Business Trends in 2023
As we step into the dynamic landscape of 2023, businesses are bracing themselves for a multitude of changes, propelled by technological advancements, shifting consumer behaviors, and global events. In a world that's constantly evolving, staying ahead of the curve is...
Navigating the Shifting Tides: Unraveling M&A Industry Trends
In the ever-evolving landscape of business, the mergers and acquisitions (M&A) sector stands out as a dynamic arena where strategies, trends, and market forces converge to shape the destiny of companies. A closer look at the M&A industry reveals a fascinating...