Banking & Finance

A loan is both a contractual agreement and a relationship. Ensuring the health of that relationship requires ongoing and positive communication with the lender. Today’s newsletter takes a look at lender communications and offers suggestions on how to do it well. Read more…
The post How to Improve Your Lender Communications (June 2024) appeared first on Goodrich Associates.

In the dynamic world of business, leadership styles can significantly influence organizational success and employee satisfaction. Among various leadership approaches, “father-style leadership” has been gaining attention for its unique blend of authority and nurturing, much like a father’s role in a family. This leadership style emphasizes mentorship, personal growth, and a supportive environment, making it particularly effective in fostering loyalty,

M&A and Finance Insights for Middle Market and Start-Up Success

Avoid Capital Gains Tax when Selling Your Business

Understanding Qualified Small Business Stock (QSBS) can be a game-changer for entrepreneurs and investors. Jay Jung, together with experienced M&A Lawyer, Gary Fitzpatrick of Brown & Streza, will be hosting a webinar to discuss this often misunderstood and underutilized benefit. 

Click Here to

What Business Owners Need to Know Before an Exit with Expert Guests Mari Ramirez CPA of Open Bookkeeping & Michael McNamee of Raymond James, and host Joshua Carnes with Lion Business Advisors. 


Expert Guests: Mari Ramirez CPA on LinkedIn 

Website: Mari Ramirez – Open Bookkeeping

Expert Guests: Michael McNamee, CFP®, CEPA® on LinkedIn 

Website: Dedicated Wealth Partners of Raymond

Delve into the pragmatic approach of Prime Minister Giorgia Meloni towards EU integration and support for Ukraine, following her historic rise to power as the first female Prime Minister amidst fears and concerns in Europe’s mainstream. Gain insight into the roots of the Eurosceptic nationalist party and its impact on Italy’s political landscape.
The post Italy’s Rightward Turn and the

Renting a home can often be more expensive than owning a home in the long term due to several financial benefits associated with home ownership especially if the home is sold after 10 years.
Let’s break down the key factors to illustrate why this might be the case:
Appreciation Schedule
Assuming a 7% annual appreciation rate over the last

Philip Alberstat | Managing Director

Qualified Small Business Stock (QSBS) is a compelling and often underutilized provision in the U.S. tax code, offering significant tax advantages to investors and founders alike. Understanding QSBS can be a game-changer for entrepreneurs looking to raise capital and investors seeking lucrative opportunities with substantial tax benefits.

What is QSBS?

QSBS refers to shares in