Key Takeaways Getting a valuation when a buyer calls is too late. The tax structures, succession paths, and deal terms that protect your outcome require years of preparation, not weeks. The difference between an asset sale and a stock sale can be hundreds of thousands...
Key Takeaways IRS Notice CP53E means the IRS could not process a refund via direct deposit. It does not mean the refund was denied. Individuals have 30 days from the notice date to update their banking information through the IRS Individual Online Account. The IRS...
Key Takeaways Ohio is making nearly $100 million in federal grant funding available to community schools through two competitive programs announced in April 2026. The Charter Schools Program (CSP) Grant offers up to $2 million per eligible school for expansion or...
Key Takeaways Gross margin alone won’t tell you where your portfolio is losing ground. CPG manufacturers can get a lot of benefits from calculating contribution margin instead. It’s the only calculation that tells you, SKU by SKU, how much each product contributes...
Key Takeaways A capital expenditure plan is a multi-year strategic document, and FQHCs that treat it as one make better investment decisions at the board and finance level. Effective capex planning starts with a current asset inventory and useful life analysis, then...
