business plan, profits, budget, bar graphs

Put the “Success” in Succession Planning

Does your small business have a succession plan in place? Karen Stern, Partner in Charge of the Entrepreneurial Services Group, discusses the necessary steps to ensure a successful transition in this month’s “Financial Fitness,” as featured in Small Business Monthly. Succession planning isn’t always the most pressing topic of...
construction

Cost Segregation Studies for Small Businesses

A cost segregation study isn’t just for large companies. Karen Stern, Partner in Charge of the Entrepreneurial Services Group, discusses how a cost seg study can benefit anyone looking to buy, build or remodel in this month’s “Financial Fitness,” as featured in Small Business Monthly.  Any time you buy,...
business plan, profits, budget, bar graphs

Captives for Small Businesses

Your small business may benefit from pursuing a captive insurance company. Karen Stern, Partner in Charge of the Entrepreneurial Services Group, discusses what owners should consider before making the “captive” switch in this month’s “Financial Fitness,” as featured in Small Business Monthly. Businesses have been utilizing captive insurance companies...
business plan, profits, budget, bar graphs

Are You a Startup or a Small Business?

Not all startups are small, and not all small businesses began as startups, but these two entities are often mistaken for each other. Karen Stern, Partner in Charge of the Entrepreneurial Services Group, provides some insight on the differences between the two, as well as some similarities, in this month’s “Financial...
Questions about the Tax

Overcoming Tax Challenges

How does your business approach tax season? Karen Stern, Partner in Charge of the Entrepreneurial Services Group, provides insight into some tax season strategies in this month’s “Financial Fitness,” as featured in Small Business Monthly. While taxes are one of the two certainties in life, right alongside death, the issues that...