Financial Resources & News

2017 Year End Tax Planning

Tax Reform, IRS, Court Decisions, and More Add to Uncertainties at Year-End Year-end 2017 presents a unique set of challenges for taxpayers. At the top of the list are the uncertainties created by the possibilities within proposed tax reform legislation – what changes...

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Reduce the Cost of Your Employee Benefits

What is the easiest way to reduce the cost of your employee benefits? Take a second look at your Group Disability and Life Insurance. Most employers and insurance advisors concentrate their time on reducing the cost of health insurance. Health insurance requires an...

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Timing Business Transactions: Buy Side Considerations

Part 2 in a 4 part series outlining Business Valuation, M&A and Exit Strategy. Author: Jeff Bronswick Acquisitions and Transactions are not just for Big Companies If you read the Wall Street Journal or listen to Bloomberg, you hear about what seems like endless...

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Why You Shouldn’t Do a Budget Without Your CPA

By Jeff Bronswick, Managing Partner If your business is anything like most small businesses I know, budgeting is one of those things that you are committed to doing, but time has a different plan. Meaning… You now you need to be creating a budget that matches your...

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Timing a Merger, Acquisition or Exit?

By Jeff Bronswick, Managing Partner Do you ever find yourself wondering if there is an opportunity to grow, expand or exit your business? Does this then lead to a barrage or additional questions including but not limited to... What is my company worth? When is the...

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Does Your Business Need an Accounting Check Up?

Life is full of routine activities. From the moment we wake up and get out of bed we tend to go through a pretty consistent routine from brushing our teeth, to drinking our coffee, to reading the paper. Let's face it, we like routine. It provides a feeling of...

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Could Your Business Benefit From a Part-Time CFO?

Financial Leaders, CFO's and Controllers in the New Economy   Being in a business where I work with so many small and medium companies provides me with some tremendous opportunities. First of all, it allows me to meet so many great business leaders that are...

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