Banking & Finance

So, grandma and grandpa want to help pay for college? Congratulations!  
First, we need some clarity on what exactly they mean. Are they going to start funding a 529 early, are they planning on writing a fat check to cover tuition each semester, or are they planning on covering the student loan payments?  
Each option comes with its own student

What truly drives enterprise value – and what quietly destroys it? In this episode of Behind The Numbers With Dave Bookbinder, Dave speaks with Anthony Franco, managing partner at First Strategy, serial entrepreneur, AI strategist, and co-author of AI First Principles and the WISER Method.
Anthony breaks down the core factors that influence valuation long before an owner thinks about

.tatsu-i4xrrohwce48f1iv.tatsu-text-block-wrap .tatsu-text-inner{width: 100%;text-align: left;}As the year draws to a close, businesses will perform a number of tasks to organize their financials, review their performance, and prepare for the immediate future. One such task that could be monumentally important for businesses is a year-end Quality of Earnings (QofE) review
A QofE review could be one of the most effective ways

.tatsu-i4xrrohwce48f1iv.tatsu-text-block-wrap .tatsu-text-inner{width: 100%;text-align: left;}For many companies operating in a growth stage, the end of the year is a critical time. Q4 is not just about wrapping up numbers; it’s about preparing the business for the next year’s goals. As capital markets tighten and deal velocity slows, traditional forecasting cannot always be relied upon to give accurate direction. What companies need

Chapter 11 bankruptcy presents mid-sized businesses facing financial distress with a serious path to restructuring. But there are plenty of pitfalls, particularly for franchisees who operate under license from a better capitalized and more sophisticated franchisor partner with the underlying franchise agreement governing many aspects of franchisee operations. A recent decision out of the U.S. Bankruptcy Court for the Southern

Since the Great COVID-19 Pivot of 2020, all manufacturers have shown resilience, but it’s the advanced ones—those using AI, automation, and cutting-edge tools—that have led the way. We’ve seen clients rise to the challenge, setting new standards for agility and innovation. When demand for critical supplies surged, automotive and aerospace advanced manufacturers quickly retooled for ventilators and protective gear, textile