No matter the stage your business may be in, Boston Private understands the opportunity you have and the challenges you face. Our experts have developed this toolkit with resources based on decades of experience helping business owners succeed.
Growing your business requires resources. This chapter offers expertise on growth strategies to consider including funding, growth plans, or building organically.
How to Keep Your Cash Management Processes Optimized—and Safe.Read Post
As every CFO and business owner will attest, steady, predictable cash flow is the fuel for running a successful, growing business. Despite its importance, study after study has found inadequate cash forecasting and management to be among the leading causes of business failure.Read Post
We understand the responsibility you take on as a C-suite executive, being tasked with making decisions that can make or break the organization. Our community of experts provides guidance based on our experience working with clients like you.
This article delineates the generational differences between three generations and discusses how to approach each to help engage them.Read Post
You have worked long and hard, built a successful business and have started to think about enjoying the fruits of your labor. You may be asking yourself, now what?Read Post
While fintech companies offer quick access to cash, many loans come with considerable processing fees and exorbitant interest rates. Don't overlook your Certified Public Accountant (CPA) and their ability to connect you with a commercial banker interested in lending at competitive rates and terms.Read Post
While the effects of a trade war can be hard to predict, business owners managing their cash flow do have options. Working with trusted financial partners while watching what competitors do may provide a path for successfully navigating tariffs.Read Post
One of the toughest issues facing growing businesses is a fiercely competitive job market, so whether hiring or monitoring during growth, here are a few ways to build or sustain a strong company culture.
In increasingly competitive industries and operating environments, more companies are being highly intentional with their company culture as a means to drive desired results. For firms that believe in engaging employees, providing more directed training, or offering a more flexible work environment, technology, in its various forms, is a critical tool.Read Post
One of the toughest issues facing growing firms in a fiercely competitive market is the importance of company culture.Read Post
Corporate social responsibility makes good sense from a business perspective, and not just because companies stand to gain financial returns on these initiatives.Read Post
Millennials are becoming a larger part of the workforce. Recruiting them means engaging them on their terms, whether it's how you communicate with them, the benefits you offer or what kind of work environment you provide.Read Post
Bipartisan legislation focused on increasing retirement plan coverage by small businesses, expanding IRAs and 529 education savings plans has been advanced in Washington.Read Post
This chapter compiles resources to help keep you and your staff knowledgeable about the latest tax law changes and updates and how they may impact your business.
Congress has proposed new regulations which would provide generous tax breaks to investors in Qualified Opportunity Funds and investors that directly operate businesses in Qualified Opportunity Zones.Read Post
The 2018 tax filing season is upon us and the IRS is once again open for business. This is the first year taxpayers will see the effects of the 2017 Tax Cuts and Jobs Act. In addition, on January 18, 2019, the IRS published final regulations and three related pieces of guidance on application of the pass-through tax break. In a nutshell, the regulations provide clarity on what type of businesses and investments qualify for the pass-through tax break.Read Post
For most business owners, especially those experiencing rapid growth, worrying about the impact of a cyber-attack may not be a top priority. We provide insight on how we partner with businesses to mitigate these cyber-attack risks.
The Boston Private Security and Fraud Prevention team cover the types of fraud that are on the rise nationwide and can be disruptive and costly to your business.Read Post
When was the last time you thought about the effectiveness of your company's data protection program and its ability to fend off a cyber attack?Read Post
Malware, short for malicious software, can be a problem for anyone. While it sometimes is only a minor inconvenience with a quick fix, it can also be extremely dangerous, with malware such as “ransomware,” which can cost thousands of dollars if one pays a ransom. It is far easier to prevent malware than it is to remove it once it infects your computer. Below are some helpful tips for mitigating the risk of being infected by or falling victim to malware.Read Post
Business check fraud is a legitimate risk to any small business, enterprise organization, or financial institution writing checks.Read Post
There are always good reasons to invest in your business. We provide guidance on how you can approach these financial decisions that likely will have a lasting impact.
Smart, budget-conscious market research strategies can make all the difference to a small business's success.Read Post
While partnering with your competitors may seem counterintuitive, "coopetition" may have its benefits. From creating new products and services to offloading excess space, working together can lead to fruitful partnerships between rivals.Read Post
Using legacy equipment presents a number of risks and challenges, including the potential for work stoppages or injury. Staying ahead of breakdowns by keeping detailed notes can not only help your business keep running — it may help you form a business case for funding replacements.Read Post
How to Prevent Financial Fraud Webinar
The Boston Private Security and Fraud Prevention team cover the types of fraud that are on the rise nationwide and can be disruptive and costly to your business.