Unlocking Business Value: Why Every Owner Should Prioritize Regular Valuation

by Don Breckenridge | Apr 29, 2025

Insights and Resources < Back to Insights and Resources Unlocking Business Value: Why Every Owner Should Prioritize Regular ValuationARTICLE | April 29, 2025For many small business owners, business valuation is a topic that often only comes up when preparing to...

What you need to know before applying for an SBA loan

by Don Breckenridge | Apr 7, 2025

Insights and Resources < Back to Insights and Resources What you need to know before applying for an SBA loanARTICLE | April 07, 2025For many entrepreneurs, an SBA loan is the gateway to launching or acquiring a business—but it’s not as simple as...

How Nonprofits are Navigating Recent Federal Policy Changes: A Survey Review

by Don Breckenridge | Apr 1, 2025

Insights and Resources < Back to Insights and Resources How Nonprofits are Navigating Recent Federal Policy Changes: A Survey ReviewARTICLE | April 01, 2025At a glanceThe main takeaway: Recent federal policy changes, including President Trump’s executive orders...

Asset sale vs. stock sale: what business owners need to know before selling

by Don Breckenridge | Mar 11, 2025

Insights and Resources < Back to Insights and Resources Asset sale vs. stock sale: what business owners need to know before sellingARTICLE | March 11, 2025Deciding to sell your business is a major milestone, but structuring the sale can quickly become complex. One...

Treasury Suspends Corporate Transparency Act (CTA) Reporting for U.S. Companies

by Don Breckenridge | Mar 6, 2025

Insights and Resources < Back to Insights and Resources Treasury Suspends Corporate Transparency Act (CTA) Reporting for U.S. CompaniesARTICLE | March 06, 2025Big news for businesses: On March 2, 2025, the U.S. Treasury Department suspended the March 21, 2025,...