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Monica Frame_Director, HR Consulting_BPM

Benefits of a PEP for Businesses Facing State Retirement Mandates 

If your state has enacted a retirement plan mandate, you already know the pressure that comes with it. And if your state hasn’t yet, there is a good chance it will.
Craig Hamm - Partner, Advisory | BPM

Roll-Up Strategy: Due Diligence Considerations When Acquiring Multiple Targets 

The due diligence considerations that matter most when you’re acquiring multiple targets, and where deals tend to go sideways.

Financial Planning After a Liquidity Event: What to Prioritize First 

A liquidity event can be a defining moment in your financial life and the decisions you make can shape your financial future for decades. 

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Benefits of a PEP for Businesses Facing State Retirement Mandates 

If your state has enacted a retirement plan mandate, you already know the pressure that comes with it. And if your state hasn’t yet, there is a good chance it will.

Learn More

Roll-Up Strategy: Due Diligence Considerations When Acquiring Multiple Targets 

The due diligence considerations that matter most when you’re acquiring multiple targets, and where deals tend to go sideways.

Learn More

Financial Planning After a Liquidity Event: What to Prioritize First 

A liquidity event can be a defining moment in your financial life and the decisions you make can shape your financial future for decades. 

Learn More

Austin, Texas: Adjusting After a Decade of Breakneck Growth 

For more than a decade, Austin, Texas stood as one of the country’s most dynamic growth stories. Austin is not in decline, but it is recalibrating.

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Accounts Receivable Management: Accelerating Collections and Reducing DSO 

The challenge is that AR management involves more than chasing invoices. It requires consistent processes, clean data, proactive communication, and the bandwidth to execute.

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How to Read a Fiduciary Accounting Report 

When you receive a fiduciary accounting report for a trust or estate, the document can look dense at first glance. This guide explains how a fiduciary accounting report is organized and what to focus on when reviewing one.

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How to Mitigate Generational Transition Risks 

This article explores the most common generational transition risks, why they matter, and what families can do to address them before they become irreversible.   

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Interim CFO vs. Fractional CFO: What’s the Difference? 

For many small and mid-market companies, a full-time CFO isn’t the right fit yet, whether for budget reasons, company size, or both. That’s when two alternatives come into play: interim CFO vs fractional CFO.

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Accounting Considerations for Hotel and Resort Owners 

Running a hotel or resort means managing a financial operation that looks nothing like other real estate businesses. The accounting requirements that come with all of that are substantial, and the stakes for getting them wrong are high.

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