INSIGHTS

We See Things Differently

When we’re not addressing clients’ needs for business and financial advisory, assurance or tax matters, we’re researching, learning and thinking about related subjects. Check out some of our thinking on a broad variety of topics that may impact your organization. And if you’d like to learn more about any of these topics, we’re always happy to talk.

Insights Jennifer Ferraro Randolph Insights Jennifer Ferraro Randolph

How to Ask a Board Member to Resign

When it comes to your organization, your board of directors is your backbone. Unfortunately, your board members also hold the power to let your organization crumble if they aren’t working as a unit. Here are a few tips to help ease tensions when asking a board member to resign.

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Insights Brett Friedman, CFP® Insights Brett Friedman, CFP®

The Small Business Survival Guide for 2022

The pandemic has taken its toll on the world around us. With new challenges in the economic climate, businesses are looking towards the uncharted waters of the future. We’ve put together this small business survival guide to help growing businesses take apart the key issues affecting the marketplace in 2022.

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Insights Brett Friedman, CFP® Insights Brett Friedman, CFP®

What to Ask Yourself When Considering a Merger or Acquisition

As we begin to see the light at the end of the pandemic, the economic landscape looks vastly different for small businesses than it did prior to COVID-19. If you are looking toward the future for opportunities to grow, you may be considering an acquisition or merger. It is one less competitor and quick growth, after all. Here are some things you need to consider when contemplating a merger or acquisition.

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Insights Brett Friedman, CFP® Insights Brett Friedman, CFP®

Will We Ever Get Back to the Old Normal?

Vaccines are rolling out to the general population nationwide, and there is one question on everyone's mind. Will we ever get back to normal, the old normal before COVID-19 turned our world upside down? Here is what you should really be asking and considering.

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