Insights

The future of SaaS and AI disruption is here. Explore why SaaS isn't dying and what providers and buyers must do to stay ahead in an agent-driven world.

Explore our guide to navigating the growth stage for tech startups. Understand the key elements, considerations and solutions to common challenges.

Discover the tax benefits of Qualified Small Business Stock (Section 1202) for technology companies. Get insights into QSBS opportunities and requirements.

Review key private equity trends in 2025, from deal activity shifts to growth equity opportunities, add-ons and evolving exit strategies.

Learn to navigate three revenue recognition pitfalls and ensure ASC 606 compliance with SaaS, cloud contracts, and payment processor partnerships.

Review the differences between physical and economic nexus and how they affect sales tax obligations for tech companies during a sale.

Discover how Cherry Bekaert's sales tax team helped a cloud-based SaaS company reduce sales tax exposure by $900K.

Learn how to leverage personal goodwill in private equity transactions at every stage of a deal to create tax savings opportunities and enhance value.

Discover how our Strategic Financing Services team empowered communities through jobs, growth and opportunities in our 2025 year-in-review video.

Learn about the Scholarship Granting Organization (SGO) tax credits introduced by the 2025 tax reform bill. Gain insight into IRC Sections 25F and 139K.