Keys to Addressing the EBITDA Impact of COVID-19

(authored by RSM US LLP) COVID-19 has significantly reduced M&A activity during the first and second quarters of 2020 and it is unclear when deal activity will get back to pre-pandemic rates.

2020-07-16T17:49:59-04:00July 16, 2020|Categories: Business Advisory, Consulting, Transaction Advisory|

Manage Third Party Risk with a SOC 2 Audit

Business owners and executives are familiar with the concept of risk management. From managing inventory levels to reviewing insurance coverage to maintain a proper level of protection, it’s a routine business practice

2020-04-22T09:38:32-04:00April 21, 2020|Categories: Audit & Assurance, Consulting, Cybersecurity|Tags: , |

The Ins and Outs of Opportunity Zones

The Tax Cuts and Jobs Act has provided a host of new regulations aimed at spurring economic development. One of those provisions that has flown under the radar throughout 2018 is the newly established qualified opportunity zones (O-Zones). The Department of Treasury recently released the long-awaited proposed regulations that help provide a level of clarity to ease investor uncertainties.

2018-11-07T16:45:19-05:00November 2, 2018|Categories: Consulting, Tax: Credits & Incentives|Tags: , , |

Women and City Clubs – Out With the Old and in With the New

How do city clubs attract more women to join the club and, more specifically, younger professional women? The answer centers around amenities. Clubs need to think outside the box and offer amenities that will not only draw in women members but keep them.

Put Email List Segmentation to Work for Your Nonprofit

Your not-for-profit likely has a growing list of email addresses for donors, members, volunteers and other supporters. Are you making the most of it? If [...]

2018-10-30T17:28:15-04:00January 26, 2017|Categories: Business Advisory, Consulting, Not-for-Profit|Tags: , |

How Nonprofits Can Treat “Founder’s Syndrome”

Of the many afflictions that can impede a not-for-profit’s growth, one of the more deadly is “Founder’s Syndrome.” This occurs when a single individual — [...]

2018-08-15T20:23:15-04:00December 15, 2016|Categories: Business Advisory, Consulting, Not-for-Profit|Tags: , , |

Credit Unions Must Actively Manage Vendor Relationships

Like any corporation, credit unions rely on a number of other businesses for materials, support, maintenance and more. Outsourcing these other activities allows credit unions to keep their costs efficient and their resources focused on their core banking functions instead. Because more and more credit unions are out-sourcing activities, the National Credit Union Association (NCUA) has outlined requirements for managing third party relationships.

2019-10-11T13:37:10-04:00December 5, 2016|Categories: Consulting, Credit Unions, Cybersecurity, Financial Institutions|Tags: , |

Assessing a Credit Union’s Risk

Why is risk assessment important? Risk is the one element that lurks in the background of all businesses, impacting them in some form or fashion. [...]

Is Your Non-Profit Prepared for the Growing Digital Threat?

If you follow the news cyberattacks are covered on an almost daily basis. Whether the victim is a mega chain store like Target, an international [...]

2018-10-30T17:02:02-04:00November 21, 2016|Categories: Consulting, Cybersecurity, Not-for-Profit|Tags: , , |