Succession Planning
2021
|
07.28
Business Exit Strategy Planning From All Angles
A significant part of AAFCPAs’ Transaction Advisory Services practice involves convincing business owner clients to plan for an exit well before they are actually ready to leave the business. When asked when they should start planning, we often say “the day you start your business.” Realistically, a meaningful strategy can be put in place 3-5 […]
2020
|
01.21
How the SECURE Act May Change Your Retirement Savings
AAFCPAs Wealth Management would like to make clients aware that the recent federal government spending package, signed by the president in mid-December, included the SECURE Act, or the Setting Every Community Up for Retirement Enhancement legislation. The legislation contains significant changes to Individual Retirement Account (IRA) rules, company sponsored retirement plans, and several other changes […]
2018
|
12.04
Year-End Personal Financial Planning Considerations
The end of the year presents a unique opportunity to look at your overall personal financial situation. With factors like tax reform, life changes or just working towards your goals, now is an especially important time to review things. Taking what we now know about the new tax law and weaving together all of the […]
2018
|
10.04
AAFCPAs’ Jack Finning and Janice O’Reilly to Present Educational Workshops on Preparing to Sell a Closely-Held Business
AAFCPAs Partners Jack Finning, CPA, CGMA and Janice O’Reilly, CPA, CGMA will present educational workshops on October 24th, providing guidance and key considerations when selling a closely-held business. These sessions are part of Beacon Equity Advisors’ annual Elements Conference, organized for the benefit of private company business owners who want to learn about: timing the […]
2018
|
06.13
Merger talks with Partners go on after Harvard Pilgrim CEO's abrupt departure
Boston Business Journal | CEOs traditionally play important roles in the merger discussions involving other health care systems throughout the state. But experts say whether Schultz’ departure hurts or helps a merger depends on his role in the conversations up to this point. “If the former CEO Eric Schultz was a driving force, this could […]
2018
|
05.10
AAFCPAs’ David Consigli Earns Patent Valuation Credential
AAFCPAs’ Director of Business Valuation Services, David Consigli, Jr., CPA, ABV, CPVA, CDFA has been awarded the Certified Patent Valuation Analyst (CPVA) credential issued by the Business Development Academy (BDA). Dave was awarded the CPVA credential in recognition of his earned expertise in valuation of emerging technologies, negotiating licensing agreements for maximum returns, advanced patent […]
2018
|
03.20
AAFCPAs’ Jack Finning to Moderate Panel for Private Company Business Owners
The New England Chapter of the Exit Planning Exchange (XPX New England), in collaboration with the world renowned Northeastern University Center for Family Business, is presenting an educational workshop on March 27th for the benefit of private company business owners moderated by AAFCPAs Partner Jack Finning, CPA, CGMA. Jack will lead this interactive discussion on […]
2018
|
02.14
AAFCPAs Presents: How the Tax Act Will Impact Business Owners, an Educational Workshop for XPX New England
AAFCPAs’ Partner Richard Weiner, CPA, MST will present an educational workshop on February 27th for Exit Planning Exchange (XPX New England) members on how the Tax Cuts and Jobs Act (H.R. 1) will impact business owners. The biggest tax overhaul in more than two decades has officially been signed into law, and businesses are scrambling […]
2017
|
07.27
Why Manufacturers May Need to Change their Management Style
ChiefExecutive | Some experts, including AAFCPAs’ Jack Finning, say the future successes and competitive advantages of manufacturers will hinge on how they manage their incoming talent…
2017
|
07.12
The Massive Retiree Wave Demands Manufacturers Embrace Planning
Industry Week | AAFCPAs’ partner Jack Finning offers guidance for company owners preparing for a sale or transfer of leadership. “They must be able to clearly and effectively communicate with the next generation about how to best steer the organization through these choppy waters.”