Read About - Small Deal M&A Market Defies Broader Slowdown in Q2 2026October 1, 2026
Valuations for transactions under $25 million climbed to their strongest level since late 2024 as buyers competed aggressively for smaller acquisition targets despite muted deal volume
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Read About - When Should a Growing Business Outsource Accounting Operations?October 1, 2026
Outsourcing accounting operations is a different decision from hiring a fractional finance leader, and confusing the two is why the question gets answered badly
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Read About - Post-Merger Integration Checklist for Finance and Operations LeadersOctober 1, 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 - How Advisory Analytics Identifies Margin Leaks
Read About - AI in Hiring: What California’s Automated Decision System Rules RequireSeptember 29, 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 to Engage a Technology & Risk Advisory Firm (and What to Expect)September 29, 2026
Most companies bring in a technology and risk advisory firm about six months later than they should
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Read About - When a Growing Business Needs a Fractional ControllerSeptember 29, 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 - Letter of Intent Red Flags in Mergers & Acquisitions DealsSeptember 23, 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 - Cash Flow Forecasting Mistakes for Growing Companies
Read About - Financial Dashboard Best Practices for Mid-Market CompaniesSeptember 18, 2026
Most mid-market financial dashboards fail for the same reason: they report everything the system can produce rather than the few measures that would change a decision
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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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