Strengthening Enterprise Value Before You Need It: A Q&A with Davis Van Roekel
For many business owners, enterprise value represents their largest financial asset. Yet it is often not clearly measured or intentionally aligned with long-term succession goals. While owners concentrate on revenue and daily operations, the overall value of the business can strengthen with focus or gradually decline without it. To explore how business owners c
AML/CFT Compliance in 2026: Staying Ahead of Emerging Threats
As financial crimes grow more sophisticated, financial institutions are entering 2026 under heightened scrutiny around Anti-Money Laundering/Countering the Financing of Terrorism (AML/CFT) compliance. Examiners expect stronger oversight, reliable data, and a clearly defined risk-based approach to identifying unusual activity. For many financial institutions, th
Building the Public Sector Workforce of the Future
Public sector organizations are feeling the pressure of an evolving workplace. Retirements are accelerating, competition for skilled talent is rising, and community expectations are becoming more complex. These shifts mirror the broader changes happening across government. Agencies that invest in forward-looking workforce strategies are better positioned to mai
Strategic Fit in M&A: Beyond the Numbers
Mergers and acquisitions decisions often begin with financial optimism. Teams study valuations, projected synergies, and cash-flow models to understand whether a deal makes sense. Yet many transactions that look strong in early analysis become far more complex once integration starts. In most cases, the difference comes down to strategic fit. How well businesse
Are Credit Card Processing Fees Taxable?
More businesses are adding credit card surcharges, convenience fees, swipe fees, or similar charges to offset processing costs. While these charges may feel separate from the product or service being sold, many states view them as part of the taxable sales price. That can lead to confusion for businesses that treat the surcharge as a […]
Creating a Strategic Roadmap for Value Enhancement in 2026
Rising costs, persistent labor constraints, and evolving customer expectations are forcing business owners to rethink how value is created and protected. Many organizations are busy and growing, yet still find that results lag behind effort. As 2026 gets underway, the challenge is not a lack of ideas, it is a lack of structure that connects […]
Reducing the Impact of Construction Delays on Cost and Schedule
Construction delays are rarely caused by one event. More often, it’s a combination of weather, labor availability, permitting slowdowns, or supply issues that push timelines out. When that happens, the budget often moves with it. Contractors and developers who prepare for these disruptions early tend to be in a stronger position to manage rising costs [&helli
Auto Loan Interest Deduction: What the “One Big Beautiful Bill” Means for Car Buyers
Recent federal legislation known as the “One Big Beautiful Bill” introduced a new, limited deduction for certain auto loan interest. For individuals and families who rely on personal vehicles for work and daily life, this change could influence purchasing and financing decisions. While the provision has generated headlines, the details matter. Eligibility
Phishing and Cyber Attacks: Simple Checks That Can Prevent Major Losses
Phishing emails remain one of the most common entry points for cyber-attacks. What makes them effective today is not obvious errors, but familiarity. Messages often look routine, reference real vendors, or mirror internal communication styles. That realism can lower defenses and lead to quick action without verification. While technology helps filter threats, a
Buying a Business: What Really Matters Before You Sign
Many owners look at acquisitions to grow faster, add capabilities, reach new markets, bring in talent, or solve succession. Your reason matters. It becomes the scorecard. If the deal does not move the needle on that purpose, the rest of the work will feel harder than it should. The Big Levers Before You Sign Culture […]