Guidance for Growth

Advisory Watch2024-06-20T13:55:38-04:00

Webinar | M&A Trends in 2025: Key Factors That Can Impact Your Business Exit

Are you a business owner considering an exit in the near future? It’s important to understand how to navigate the ever-changing M&A landscape. This webinar will cover insights and strategies that can maximize value and ensure a smooth transition.

February 7, 2025|Categories: Events, Tax: Business, Wealth Management, Webinar|Tags: , , , |

8(a) Survival Guide: How to Ace Your Annual Review and Stay in Good Standing

Learn the key elements of the annual review process for maintaining your 8(a) status. Find out what documents to gather, how to keep your personal net worth (PNW), and ownership structure above reproach.

January 31, 2025|Categories: Government Contracting|Tags: |

The Importance of Reviewing AR Processes in Real Estate

Efficient accounts receivable (AR) processes are critical for real estate businesses to maintain steady cash flow and support long-term growth. With high-value transactions and complex payment schedules, even small inefficiencies can disrupt cash flow and stifle opportunity. Proactively reviewing AR practices can help reduce these risks and streamline operations, enabling businesses to remain competitive in this fast-paced industry.

January 30, 2025|Categories: Construction and Real Estate|Tags: , |

8(a) Success Without Blowing Your Personal Net Worth: Smart Spending Strategies for Gov Con Firms

Learn about several strategies that can help you smartly allocate funds without accidentally bumping your PNW over the 8(a) line.

January 29, 2025|Categories: Government Contracting|Tags: |

Fraud Risks in Nonprofits: Trends and Strategies for 2025

Nonprofits are increasingly prioritizing fraud prevention to protect their resources and fulfill their mission. In 2025, two key areas require attention: internal fraud by employees and external risks to systems and data. Proactive measures can help organizations address these challenges and maintain financial integrity.

January 27, 2025|Categories: Fraud/Forensics, Not-for-Profit, Risk Advisory|Tags: |

Key Internal Controls for Small Nonprofit Organizations

Many small nonprofits face challenges with weak or inadequate internal control systems, often due to limited staffing and financial resources. Without effective safeguards, these organizations are at greater risk of errors, fraud, and financial mismanagement, which can damage their reputation and disrupt operations. Implementing strong controls helps build trust and allows nonprofits to stay focused on their mission.

January 22, 2025|Categories: Not-for-Profit|Tags: |
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The content of these articles are accurate as of the date noted below each article. Always ensure you are reviewing the most recent information available. Contact your tax advisor if you need clarification.

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