Making Sense of Audit, Review, and AUP Engagements
Selecting the right level of financial statement service is an important decision for any organization. Whether driven by lender requirements, grant compliance, or internal governance priorities, understanding the differences between an audit, review, and agreed-upon procedures (AUP) engagement can help leadership teams align their reporting approach
AI, Data & Digital Transformation: Turning Strategy into Measurable Impact
Artificial intelligence, data strategy, and digital transformation remain top priorities for financial institutions. While many organizations have already invested heavily in technology, the conversation is shifting. The focus is no longer on broad transformation efforts, but on how effectively those investments deliver meaningful results. As institutions
Understanding GASB 103: A Conversation with Mindy Piatz on MD&A Changes
Government financial reporting continues to evolve, and GASB Statement No. 103 introduces meaningful changes to how Management’s Discussion and Analysis (MD&A) is prepared. To help break down what this means in practice, we spoke with Mindy Piatz, Principal at Brady Martz, about what governments should expect and how they can prepare. Q: What is GASB
Risk Assessment in Business Transformation: Identifying and Managing Threats
Business transformation is often framed around growth, efficiency, or innovation. Yet behind every transformation initiative sits a less visible factor that can determine success or failure: risk. Whether an organization is implementing new systems, entering new markets, or reshaping its operating model, the ability to identify and manage threats early can prot
Four Team Members Named Among 2026 Best-In-State CPAs by Forbes
We’re proud to announce that four Brady Martz team members – Stacy DuToit, Eric DeHaan, David Holt, and Jeremy Ulmer – have been named among Forbes’ list of America’s Best-In-State CPAs for 2026. This prestigious accolade honors Certified Public Accountants (CPAs) who exemplify excellence and leadership within the accounting profession.
The Future of Dealership Marketing: Digital Strategies to Drive Sales
Auto dealerships are operating in a more competitive and data-driven environment than ever before. As vehicle inventory fluctuates, incentives shift, and consumer expectations continue to evolve; marketing can no longer function as a support role. It must directly contribute to revenue performance, margin protection, and inventory turnover. Forward-thinking dea
Zoning and Permitting Challenges: What Developers Need to Know
Across many markets, developers are seeing increased demand in sectors such as infrastructure, energy, data centers, and advanced manufacturing. National construction outlooks continue to point toward growth in these areas. Yet even when capital is available and project demand is strong, zoning and permitting hurdles can quietly derail timelines and strain proj
Transaction Structuring 101: Why Terms Matter on the Sell Side
When business owners approach a sale, the conversation often starts with valuation. What multiple can I achieve? What is my business worth? While price is important, experienced sellers quickly learn that transaction structure plays an equally significant role in determining how much value they ultimately realize. The terms of a deal influence risk, timing, tax
Tariffs and the Automotive Market: Key Implications for Dealerships in 2026
Tariffs have re‑established themselves as one of the most influential variables shaping the automotive retail environment in 2026. While policy decisions occur at the federal level, their downstream effects are increasingly evident across dealership pricing strategies, inventory composition, and consumer behavior. For dealership leadership, tariffs represent
Real Estate Investment Trusts in 2026: Opportunities and Risks
Real Estate Investment Trusts (REITs) enter 2026 at a crossroads. After several years shaped by rising interest rates, shifting office demand, and evolving capital markets, investors are reassessing where real estate fits within a diversified portfolio. For many, REITs remain attractive for income generation and diversification. At the same time, sector-specifi