Recent Insights
Case Study
June 24, 2025
Learn how Cherry Bekaert delivered rapid interim finance talent to support global audits and deadlines for a rapidly growing AI firm.
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.
Article
November 22, 2024
Updated: June 19, 2025
Learn more about financial planning and analysis, along with budgeting and forecasting, with these definitions and frequently asked questions.
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.
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.
Report
June 17, 2025
Learn how blockchain, AI, and automation are transforming private market investments through tokenization, smart contracts and AI-driven platforms.
Article
June 17, 2025
Learn how ransomware and cyber espionage differ and why tailored response planning for each is the key to minimizing business and legal risks.
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.
Article
June 13, 2025
Discover three financial optimization strategies to prioritize now and how they can help accelerate long-term transformation for mid-market businesses.
Webinar Recording
June 13, 2025
Watch our Q2 2025 Tax Policy webinar for insights on tax reform, trade changes, and strategies for businesses and taxpayers to stay compliant.