Resources

Case Study: Turning Complexity into Clarity in a High-Stakes Equity Sale

Case Study: Turning Complexity into Clarity in a High-Stakes Equity Sale

Case Study: Turning Complexity into Clarity in a High-Stakes Equity Sale.
Artificial intelligence—Ready or not?

Artificial intelligence—Ready or not?

Explore strategies to assess a target company’s AI readiness as part of private equity due diligence.
Building Digital Resilience: Why Cybersecurity is Every Rural Utility’s Business

Building Digital Resilience: Why Cybersecurity is Every Rural Utility’s Business

As October's Cybersecurity Awareness Month reminds us, digital threats don't respect organizational size or community mission. For rural utilities across America—trusted stewards of essential infrastructure and guardians of member data—cybersecurity has evolved from an IT concern to a fundamental business imperative. Finance professionals in these organizations find themselves serving dual roles as financial stewards and cyber defenders, managing sensitive data and critical transactions while often lacking formal cybersecurity training. Through strategic partnerships, comprehensive planning including Written Information Security Programs (WISP), and cultural transformation, these organizations can turn their greatest vulnerability into their strongest asset for building cyber resilience.
Charitable giving gets a tax makeover: What you need to know for 2026 and beyond

Charitable giving gets a tax makeover: What you need to know for 2026 and beyond

Learn about new charitable deduction rules under OBBBA and how to plan smarter giving strategies for 2026 and beyond.
Government Shutdowns and the Hidden Impact on Taxpayers

Government Shutdowns and the Hidden Impact on Taxpayers

Understanding the impact of a federal government shutdown on everyday Americans and taxpayers. 
Cost Analysis: Turning Hidden Numbers into Smarter Decisions

Cost Analysis: Turning Hidden Numbers into Smarter Decisions

Want to know where your profit is really going? Here's a practical, business-owner-friendly approach to cost analysis, showing how to uncover hidden inefficiencies, assign overhead accurately, and make confident decisions with your numbers. Whether you’re looking to price smarter, cut waste, or prepare for growth, it all starts here.
Using POD and TOD Accounts in Your Estate Plan

Using POD and TOD Accounts in Your Estate Plan

Discover how Payable-on-Death (POD) and Transfer-on-Death (TOD) accounts streamline the inheritance process, enabling beneficiaries to bypass probate and access assets swiftly. While these tools offer speed and cost-effectiveness, they come with potential pitfalls that could disrupt your estate plan if not carefully coordinated. Explore their benefits and drawbacks to ensure seamless asset distribution among your loved ones.
Creating a blueprint for cybersecurity resilience

Creating a blueprint for cybersecurity resilience

Proactive cybersecurity measures and resilience plans are essential to mitigate risks and protect sensitive data.
6 Key Tech Industry Insights and What They Mean for Your Business

6 Key Tech Industry Insights and What They Mean for Your Business

Insights on the 6 Key Tech Industry Insights and What They Mean for Your Business.
From Paper to Progress: A Nonprofit’s Strategic Guide to Back-Office Automation Success

From Paper to Progress: A Nonprofit’s Strategic Guide to Back-Office Automation Success

As nonprofit organizations face mounting pressure to maximize impact while maintaining transparency, back-office automation has emerged as a critical pathway to operational excellence. This comprehensive guide explores how nonprofits can overcome common barriers—limited budgets, technical constraints, and data security concerns—to successfully implement automation solutions that streamline operations, enhance donor relationships, and improve financial oversight. Discover strategies, current trends, and actionable recommendations for navigating the unique challenges facing today's nonprofit sector.
Automating Your Nonprofit Back Office for Efficiency and Impact

Automating Your Nonprofit Back Office for Efficiency and Impact

Imagine a nonprofit where paperwork takes over. Automation can streamline operations, reduce errors, and enhance transparency.
Navigating the New Frontier of Fraud Risk: A Strategic Guide for Regulated Industries

Navigating the New Frontier of Fraud Risk: A Strategic Guide for Regulated Industries

As digital transformation accelerates across banking, fintech, healthcare, and life sciences, fraud schemes are becoming increasingly sophisticated and harder to detect. With regulatory scrutiny intensifying and financial losses mounting, organizations can no longer rely on traditional fraud prevention methods. This comprehensive analysis examines the evolving fraud landscape in heavily regulated industries and provides actionable insights for building robust, modern fraud risk assessment frameworks. Learn how leading organizations are identifying vulnerabilities, strengthening controls, and staying ahead of emerging threats in today's complex regulatory environment.
Is your business ready? Red flags that demand a modern fraud risk assessment

Is your business ready? Red flags that demand a modern fraud risk assessment

A modern fraud risk assessment is no longer just a leading practice, it's essential to stay ahead of threats. Learn more.
Preparing Your Business for Exit: A Practical Guide

Preparing Your Business for Exit: A Practical Guide

Preparing to sell your contracting business? Follow this step-by-step guide on timing, deal team, valuation, diligence, and working capital to maximize value.
Financial Survival Guide for Startups

Financial Survival Guide for Startups

Spending all your time delivering for clients and letting bookkeeping slide? In this quick guide, discover the simple systems that protect your finances as a new entrepreneur.
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