Insights

Featured Insights

Coworkers sitting at a desk looking at a laptop together

Where To Start? 3 Areas To Prioritize for Finance Optimization

Article

U.S. Capitol Building at night with motion blurred traffic

Tracking Tax Reform: Senate Finance Committee Releases Reconciliation Bill Text

Alert

Progressively bigger seedlings sprouting from the soil in a line

From Inception To Exit: Navigating the Lifecycle of a Tech Startup Company

Article

Digital overlay of bar and line graphs tracking stocks

Adapting and Thriving: Navigating the Evolving Alternative Asset Landscape

Report

Recent Insights

Cloud vs. On-Premise Accounting Platforms: Choosing the Right Path for Scalability

Article

June 23, 2025

Stop spending weeks on month-end close. Compare cloud vs. on-premise accounting solutions and find the right scalable option for growth.

Digital Advisory Digital Platforms Industrial Manufacturing Life Sciences Sage Sage Intacct Sage X3

U.S. Capitol building in Washing D.C. on a sunny day

Tracking Tax Reform: A Closer Look at the Senate Finance Committee Tax Framework

Article

June 19, 2025

Learn how the Senate tax plan extends key TCJA provisions, expands business credits and reshapes energy incentives under the new reconciliation bill.

Consumer Goods Corporate Tax Services Energy Tax Credits & Incentives Estates & Trusts Financial Services Healthcare Industrial Manufacturing International Tax Services Life Sciences Private Client Services Private Equity Professional Services R&D Tax Credits Real Estate & Construction State & Local Tax Tax Policy and Legislative Changes Tax Services Technology Tax Policy

Understanding Business Interruption Insurance for Professional Services

Podcast

June 19, 2025

Professional Services

13:52

Speakers: Lori Smith, Jacqueline (J.C.) Tuthill, John Collier

Gain practical advice on handling business interruption insurance claims, understanding key coverages, and working with forensic accountants.

Forensic and Dispute Advisory Services Professional Services

Tech Lending and Investing: Annual Recurring Revenue Transaction Considerations

Video

June 18, 2025

Learn how recurring revenue valuations impact SaaS M&A deals. Explore KPIs, ARR metrics, and private equity strategies for tech sector investments.

Deal Advisory Financial Institutions Financial Services Private Equity Technology Transaction Advisory Services Transaction Tax Services Valuation Services

Tracking Tax Reform: Senate Finance Committee Releases Reconciliation Bill Text

Alert

June 17, 2025

Discover what's inside the Senate's reconciliation bill, including TCJA extension, QBI changes, SALT cap updates and international tax reform proposals.

Consumer Goods Corporate Tax Services Energy Tax Credits & Incentives Estates & Trusts Financial Services Healthcare Industrial Manufacturing Life Sciences Private Client Services Private Equity Professional Services R&D Tax Credits Real Estate & Construction State & Local Tax Tax Policy and Legislative Changes Tax Services Technology Tax Policy

Adapting and Thriving: Navigating the Evolving Alternative Asset Landscape

Report

June 17, 2025

Learn how blockchain, AI, and automation are transforming private market investments through tokenization, smart contracts and AI-driven platforms.

Asset Management Assurance Services Deal Advisory Financial Services Financial Services Regulatory Compliance Private Equity Risk Advisory Services Tax Services Transaction Advisory Services Transaction Tax Services Valuation Services Tariff Updates Tax Policy

Digital red warning sign in front of binary code

From Disruption to Stealth: Comparing Ransomware and Cyber Espionage Incident Responses

Article

June 17, 2025

Learn how ransomware and cyber espionage differ and why tailored incident response planning is key to minimizing business and legal risks.

Consumer Goods Cybersecurity Financial Services Government & Public Sector Government Contractor Consulting Services Healthcare Industrial Manufacturing Life Sciences Private Client Services Private Equity Professional Services Real Estate & Construction Technology

Meals on Wheels and the Power of NMTCs: A Client Testimonial

Podcast

June 17, 2025

Tax Services

16:57

Speakers: Trevor Nelson

Learn how New Markets Tax Credits helped Meals on Wheels drive economic development and expand outreach through strategic nonprofit funding.

New Markets Tax Credits Not-for-Profit Organizations Strategic Financing Services

Upward view of a glass fronted bank building

M&A Activity in the U.S. Bank Sector: Challenges and Opportunities Abound

Report

June 16, 2025

Understand the M&A trends affecting banks, and their response to technological changes, bank failures, post-pandemic pressures and regulatory action.

Assurance Services Deal Advisory Financial Institutions Financial Services Financial Services Regulatory Compliance Private Equity Risk Advisory Services Tax Services Transaction Advisory Services Transaction Tax Services Valuation Services

Man and woman in suits walking through an industrial building

Transforming the Consumer Goods Industry With Sage X3

Article

June 16, 2025

See how Sage X3 delivers powerful consumer goods ERP tools for managing inventory, demand forecasting and production workflows.

Consumer Goods Digital Advisory Digital Platforms Sage Sage X3