Insights

Understand SEC's pay versus performance disclosure rules. Learn how to calculate executive compensation and financial performance metrics.

Ready to take your company public? Learn about the IPO process, including key steps and common challenges, to prepare for a successful launch.

Explore what middle-market companies need to know about the SpaceX IPO, what it signals for market conditions and key lessons for going public.

Watch and learn new R&D documentation rules for 2025 and discover how to align Section 174A changes with your innovation tax planning.

Understand what IPO SOX compliance entails, including timelines, controls and pitfalls to avoid. Read our guide to strengthen readiness for going public.

Family business succession planning protects your company’s legacy, ensures leadership continuity and minimizes risk. Explore our four-stage framework.

Understand how to prepare for an IPO with our readiness checklist. Discover key components of preparation and strategic considerations in our guide.

Learn how New Markets Tax Credit projects are structured, including capital stacks, stakeholder alignment, and strategies to attract NMTC allocation.

See how Cherry Bekaert's SFS team secured allocation to help the Food Bank of Central & Eastern North Carolina's Wilmington branch add capacity.