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Disruption in business gives executives an opportunity to think outside of the box and find ways to innovate.
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How do CFOs of professional services firms ensure millennials possess the financial wherewithal to buy into the partnership when it's time for the next generation to assume the reins?
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Law firms face equity partnership drain when partners depart or retire. How can firms prepare for this inevitable situation?
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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.
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An increasing number of firms are turning to a trusted local financial institution to establish a term loan arrangement to help new partners fund their investment in the firm.
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While most of us know how quickly a few deep breaths can defuse a toxic situation, did you also know that this age-old advice is backed by scientific research?
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Washington policy expert, Doug Fisher; Sullivan and Worcester's tax law expert and partner, Amy Sheridan; and Boston Private’s Managing Director, Brian Lopez as they review the new tax cuts for pass-through entities and small businesses, including planning tips and considerations to maximize the benefits under the new law.
Download iTunes Read PostBob Jellen has spent fifty successful years in the entertainment insurance industry, but that’s not what drives him. It is his family that gives him the greatest satisfaction, and inspires him every day to make the most of life.
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