Recent Insights
Article
October 30, 2025
Updated: December 12, 2025
Learn how to leverage personal goodwill in private equity transactions at every stage of a deal to create tax savings opportunities and enhance value.
Article
May 21, 2025
Updated: July 31, 2025
Learn why home service companies, like HVAC, plumbing and pest control, are prime targets for private equity firms. Discover how to offset the risks here.
15:09
Speakers: Lori Smith, Jacqueline (J.C.) Tuthill, John Collier
Understand how business interruption insurance offers private equity firms protection against natural disasters, supply chain disruptions, and cyberattacks.
13:07
Speakers: Daniel Wheadon, Vivian Kohrs
Learn how Section 174 changes, Form 6765 updates and documentation requirements are shaping R&D tax credit compliance for technology companies.
Case Study
June 11, 2026
Learn how a retail SaaS company improved multi-entity accounting, SaaS KPI tracking, and financial reporting after rapid acquisitions.
Article
November 8, 2024
Learn to navigate three revenue recognition pitfalls and ensure ASC 606 compliance with SaaS, cloud contracts, and payment processor partnerships.
Article
July 12, 2024
Review the differences between physical and economic nexus and how they affect sales tax obligations for tech companies during a sale.
Case Study
May 23, 2023
Discover how Cherry Bekaert's sales tax team helped a cloud-based SaaS company reduce sales tax exposure by $900K.
Article
July 20, 2026
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.
Article
December 1, 2025
Explore our guide to navigating the growth stage for tech startups. Understand the key elements, considerations and solutions to common challenges.