Recent Insights
Case Study
May 18, 2022
Learn how we helped Purple Wave leverage Tableau and Alteryx to develop a business intelligence strategy to further advance their marketing and sales efforts.
Case Study
February 25, 2022
Learn how we helped LiUNA drive meaningful changes by integrating Tableau & Alteryx platforms throughout their systems.
Video
July 18, 2023
What is a carve-out transaction and how is it different from other M&A transactions? Discover the challenges and execution tactics of a carve-out transaction in this video.
22:19
Speakers: David Nissen, Michael G. Kirkman
Explore business succession and estate planning strategies to minimize taxes, preserve wealth, and guide the next closely held business owners.
Article
April 17, 2025
See how Sage Intacct and Sage X3 leverage AI to automate processes, reduce manual tasks and drive strategic business insights.
Article
September 22, 2022
Learn how to navigate cybersecurity and data privacy risks to comply with international governance when expanding your business globally.
Article
December 2, 2025
Explore private equity talent acquisition strategies to close workforce gaps and gain insight into labor market trends shaping the private equity industry.
Alert
February 19, 2021
Learn how the Opportunity Zones program, part of Tax Cuts and Jobs Act of 2017 (TCJA), can help you revive your community and gain tax benefits.
Article
February 18, 2020
Discover common threats to cybersecurity and the best methods to protect your business from an impending cyber attack.
Alert
December 22, 2020
The most recent COVID relief bill increases the availability of PPP loans by providing that certain borrowers can get another loan of up to $2 million.