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business email compromise

Business Email Compromise: 3 Real Case Studies

With global losses climbing to more than $5 billion, business email compromise (BEC), also known as “CEO fraud” is a sophisticated scam plaguing businesses large and small. A criminal gains…

small business loans image 3

What business owners should know about new tax laws

In late December 2017, President Donald Trump signed the Tax Cuts and Jobs Act into law after seeing it fast-tracked through Congress. That resulted in numerous new rules for business tax planners,…

Business Succession Roadmap Items 2 and 3: Business Valuation/Company Financials and the Owner's Goals & Concerns

Business Succession Roadmap Items 2 and 3: Business Valuation/Company Financials and the Owner's Goals & Concerns

In Part I of our resource, Business Succession: What it Entails & Why it’s Important, we took a high-level view of business succession planning and we looked at the reasons…

3 Commonly Misunderstood Forms of Business Financing

3 Commonly Misunderstood Forms of Business Financing

By Bill Elliott, Ryan Black, and Jorge Varela Business financing options seem endless and, let’s face it, sometimes are confusing. Each type affects your company’s cash flow, taxes, operations, and…

How Smart Business Executives Use Debt Intelligently

How Smart Business Executives Use Debt Intelligently

Getting a business loan is a big decision that’s not comfortable for everyone. It’s completely natural to want to avoid debt at all costs, both in your personal finances and…

receivable financing

Five Qualities You Need in a Receivable Financing Partner

One of the least understood, seldom mentioned, and under-utilized ways to finance your business is through accounts receivable financing. In simple terms, this solution involves selling your company’s invoices to…

cash shortfalls

Why Cash Shortfalls Happen

Cash flow is the lifeblood of any business. Although it may seem obvious, cash shortfalls are the primary reason behind the failure of most companies — once their cash flow…

What the Tax Cuts and Jobs Act Means for Taxpayers, Businesses and the Economy/Markets

What the Tax Cuts and Jobs Act Means for Taxpayers, Businesses and the Economy/Markets

In December 2017, the House of Representatives completed the legislative process and sent the Tax Cuts and Jobs Act (“Tax Reform”) to President Trump. The President signed the bill into…

Leading Profitable Growth and Change Through Culture, Communication, and Customer Experience

Leading Profitable Growth and Change Through Culture, Communication, and Customer Experience

Periods of growth are exciting times for an organization. As the leader of your company, you know that spear-heading this growth can present its own set of challenges. In this…

brain training for business

Roadmap Item 1: Determine the Need for Planning

In Part I of our resource, Business Succession: What it Entails & Why it’s Important, we took a high-level view of business succession planning and we looked at the reasons…

lower the cost of college

STICKER SHOCK: Creative Ways to Lower the Cost of College

Even with all of your savvy college shopping and research about financial aid, college costs may still be prohibitive. At these prices, you expect you’ll need to make substantial financial…

conducting a home inventory

Conducting a Home Inventory

A home inventory is a complete and detailed written list of all your personal property that’s located in your home and stored in other structures like garages and toolsheds. It…

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