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Insights

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.

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Podcast

April 17, 2025

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.

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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.

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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.

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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.