Blog Articles
Explore our insights on mergers, acquisitions, and corporate finance.

A Professional with CPA, ABV, CVA, CMAA, CEPA, and PFP
Startups often require a wide range of professional services to help them navigate the various stages of their development. As a professional with various expertise, I can offer a comprehensive suite of services tailored to the unique needs of startups. Here are some professional services I can provide for startups: Financial planning and analysis: Help […]


Mastering Exit Planning: Bridging Wealth and Value Gaps
We will delve into the critical role of exit planning in addressing the wealth gap and value gap challenges faced by businesses today. We will explore the reasons behind their growing importance, practical approaches for implementation, and the short-term and long-term benefits that can be achieved. Additionally, we will also discuss future trends in exit planning and their potential impact on wealth distribution and business valuations.


The Crucial Role of Technical Due Diligence and Cybersecurity in Today’s Digital Landscape
This blog post delves into the world of technical due diligence, its increasing significance in cybersecurity, and the challenges it presents. The discussion explores various aspects of this field, including its short-term and long-term benefits for businesses, stakeholders, and society as a whole. The conclusion highlights the future trends in technical due diligence and cybersecurity, emphasizing their potential impact on the broader field.


The Value of Intellectual Property and The Importance of Due Diligence
Intellectual property (IP) due diligence is a critical aspect of business transactions and decision-making processes. This blog post delves into the various aspects of IP due diligence, its growing importance in today’s competitive landscape, challenges faced by businesses, and its potential benefits. Furthermore, it highlights the role of stakeholders and future trends in IP due diligence that can shape the broader field.


Financial Due Diligence
We’ll delve into the various aspects of financial due diligence, including quality of earnings analysis, balance sheet analysis, risk analysis, tax structuring and compliance. We’ll discuss the growing importance of these processes in the business world and the challenges that they present. Additionally, we’ll examine the short-term and long-term benefits of implementing these practices for businesses, stakeholders, and society as a whole. Finally, we’ll explore future trends in financial due diligence and their potential impact on the broader industry.


Middle Market M&A Due Diligence: Finance and Tax
Middle market mergers and acquisitions (M&A) are transactions that involve companies with revenues between $10 million and $1 billion. The due diligence process for these deals is crucial to ensure a successful outcome, as it uncovers potential risks and opportunities related to finance and tax matters. This blog post will delve into the importance of thorough due diligence in middle market M&A, the challenges faced during this process, and the short-term and long-term benefits of addressing finance and tax issues. We will also discuss the role of various stakeholders and future trends in the field.


Understanding GILTI and FDII
This blog post delves into the intricate world of international tax issues, specifically focusing on the Global Intangible Low Taxed Income (GILTI) and Foreign Derived Intangible Income (FDII) provisions. It explores the reasons behind their growing importance, various challenges they present, short-term and long-term benefits of addressing them, related stakeholders, and their impact on society. The post concludes by shedding light on future trends in GILTI and FDII and their potential influence on the broader field of international taxation.


The Art and Science of Startup Valuation
The intricacies of valuation for startups, exploring its growing importance, challenges faced by entrepreneurs and investors, short-term and long-term benefits, stakeholders involved, and future trends. We also discuss how valuation can impact the broader field of startup investing and innovation.


Revolutionizing Middle Market M&A with Artificial Intelligence
The adoption of artificial intelligence (AI) in middle market mergers and acquisitions (M&A) is transforming the way deals are sourced, negotiated, and closed. This blog post explores the various aspects of AI in M&A, the reasons behind its growing importance, and the challenges it presents. It also discusses the short-term and long-term benefits for stakeholders and society and concludes by highlighting future trends in AI-driven M&A and their potential impact on the broader field.
