Accountants

For owners looking to sell their business, it can be a daunting and confusing task. Not only the process itself, but hiring the right team can be difficult, especially when one isn’t well versed in the mergers and acquisitions (M&A) industry. There are two main types of firms who sell businesses – business brokers and M&A firms (also known as

For a CEO, leading a sub-$100M business is not a junior version of leading a $500M one – it’s a completely different animal altogether. The difference isn’t just in the simplicity of smaller companies-fewer product lines, leaner teams, and more straightforward go-to-market strategies – it’s in the kind of leadership that drives success.The biggest shift I’ve observed? Who I’m actually

THE SCENARIO: A successful investor wanted to expand his portfolio into real estate. While browsing properties, he encountered an overly eager real estate agent pushing a condo purchase. Fortunately, his CPA urged him to speak with me first.

THE PROBLEM: During our consultation, I reviewed his finances and investment qualifications. I emphasized one essential rule: every rental property must generate

SCENARIO: Borrower was purchasing a multi-family property for investment purposes. He was a sophisticated investor, already owned multiple properties, and he was self-employed. This borrower owned and operated multiple companies and received income from twenty different entities, all which filed tax returns every year. This borrower felt he was a high-income earner. His credit was excellent. Plus, his investments and

Successful small and mid-sized business owners know how to wear a lot of hats and how to quickly switch between gathering information, synthesizing data and making a quick decision. One minute, you’re reviewing numbers with your CFO, the next you’re managing a line change, then deciding on a new hire. However, marketing is different, it’s a nuanced function that works

On May 30th at 1pm EDT (10am PDT), Jonathan Weinberg (LV2) from Withum Smith and Brown, along with Katherine Loughead from the Tax Foundation, will present a webinar for Strafford on state taxation of non-resident income. This webinar will provide an overview of the nonresident individual income tax filing and withholding laws in all 50 states. Our panel of state