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Each generation in America has their own unique struggles and challenges.  Baby Boomers came of age post World War II with parents that either survived the depression, the war or both.  This forever melded their financial outlook on life.  Generation X’ers are the sandwich generation balancing the world of entitlement for their Millennial children and taking on the care of their Baby Boomer parents as they slide into their golden years.  Millennials will have their own battles to fight and dragons to slay.  They will face a world of excessive college debt and difficulty finding jobs in their chosen fields.  Others will either incur high housing costs or deal with moving back home with parents.  How do they best approach and conquer this challenge in their lives?  Here are some tips Millennials should consider when planning out their financial future.

The standard financial due diligence process focuses on providing potential investors with an understanding of a company’s sustainable EBITDA, historical operating trends, working capital needs, and accounting policies and procedures.

However, access to the C-suite during fieldwork allows a financial diligence provider to gain valuable insight into other aspects of a company’s operations that may be just as important when evaluating a deal. In particular, financial diligence teams may uncover significant issues affecting post-acquisition integration and the investor’s ability to effectively monitor and effect change post-transaction.

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Have you recently purchased a new building? Are you planning to construct a new facility? Are renovations of your existing building in your plans?

With Valentine’s Day around the corner, we think of all the fun and excitement we share with our spouse.  There are many rewards of being in a relationship, but along with the rewards come many responsibilities.  One of the most important of which is keeping our finances in order.  Money is definitely not a romantic topic, but a very important one for couples to navigate.

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Many companies provide their financial statements, along with a CPA’s report, to lenders, investors, suppliers and customers. Informed readers of the report will gain varied levels of comfort based on the type of financial statement provided.

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It may seem odd, but as soon as you start up a business, you should begin preparing the documentation needed to sell or merge with another enterprise. It may be years down the road but the records often required in today’s M&A environment can be overwhelming. If your recordkeeping has been shoddy, it can be difficult or impossible to compile the information wanted by a potential buyer or partner.

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Although incentive stock options offer tax advantages to employees, they also come with a tax price for your company. For instance, the plan must meet numerous strict requirements spelled out in the law. In addition, the company gets no deduction at any time.

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Restricted stock awards are a popular replacement for stock option grants.

In the context of mergers and acquisitions, potential investors get a level of assurance when the investment target is audited.  However, relying solely on the target’s audited financial statements when making an investment decision could be shortsighted.

W2 Employees vs 1099 Contractors: Know the rules with independent contractors