Read About - Letter of Intent Red Flags in Mergers & Acquisitions DealsSeptember 9, 2026
The most expensive problems in an M&A deal are usually written into the letter of intent, not discovered in due diligence
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Read About - Post-Merger Integration Checklist for Finance and Operations LeadersSeptember 9, 2026
Post-merger integration is where deal value is either realized or quietly lost, and the finance and operations functions carry most of that burden
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Read About - Middle-Market M&A Market Finds Stability Despite Shifting Deal Mix in Q2 2026
Read About - New SBA Underwriting Requirement Raises the Bar for Business Acquisitions Over $3 MillionAugust 24, 2026
Beginning October 1, 2026, the SBA’s updated SOP 50 10 8.1 introduces a significant underwriting change for 7(a) acquisition loans: for initial acquisitions and business expansion transactions with a business purchase price of $3 million or more, lenders must obtain an independent quality of earnings analysis in addition to the required business valuation
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Read About - Cash Flow Forecasting Best Practices for Companies Without a Full Finance TeamAugust 24, 2026
Cash flow forecasting is how a business predicts the money coming in and going out over the weeks and months ahead
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Read About - California’s Minimum Wage Will Increase to $17.40 in 2027: Is Your Employee Handbook Ready?August 24, 2026
Effective January 1, 2027, California’s minimum wage will increase to $17.40 per hour for all employers
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Read About - When to Engage a Technology & Risk Advisory Firm (and What to Expect)August 14, 2026
Most companies bring in a technology and risk advisory firm about six months later than they should
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Read About - AI in Hiring: What California’s Automated Decision System Rules RequireAugust 14, 2026
California employers using AI to screen resumes, rank candidates, or score video interviews now answer to two separate rulebooks with two different deadlines
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Read About - When a Growing Business Needs a Fractional ControllerAugust 5, 2026
As a business grows, its financial needs often outpace what a bookkeeper can handle, but not yet enough to justify a full-time controller
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Read About - Buy-Side vs Sell-Side Due Diligence: What Changes and Why It Matters
Read About - Cybersecurity Assessments: A Strategic Priority for Credit Unions
