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Insights

Recent Insights

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Case Study

April 16, 2019

Learn how a Florida-based private equity fund investing in the healthcare industry turned to our Valuation team to assist with the fund's management.

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Podcast

June 25, 2026

20:24

Speakers: Alex Wiley, Kristin Bettorf

Learn why finance modernization is a top priority for modern CFOs and how professional services firms can improve visibility, margins, and growth.

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Case Study

April 16, 2019

Learn how Cherry Bekaert provided estate planning for an individual owned middle-market company on a significant growth path.

Article

January 12, 2024

Dive into a strategic higher education analytics journey, revealing lessons learned and outcomes achieved. Understand the impact of data-driven decisions on program effectiveness and financial viability across campuses.

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Podcast

April 4, 2024

13:03

Speakers: Rajesh V. Tripathi

Navigate tax complexities for outbound technology companies. Understand permanent establishment risks as well as transfer pricing penalties.

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Report

June 15, 2026

Discover why data-driven quality of earnings is essential for private equity dealmaking, as featured in PitchBook's Q1 2026 PE Middle-market Report.

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Podcast

August 11, 2022

12:41

Find out why CIO services are important for an organization, when it makes sense to bring on a fractional CIO, and how to get successfully started.

Webinar Recording

August 21, 2024

Watch how Tableau Pulse transforms data analysis with AI-driven insights, interactive dashboards, and real-time monitoring for improved business outcomes.