RESPONDING TO A REGULATORY NOTICE OF NON-COMPLIANCE… OR WORSE
Introduction Financial institutions’ executives, individual directors, and boards hold the primary responsibility for ensuring the safe, sound, profitable, and compliant operation of their institution. While operational challenges that affect profitability…
Read more »FAMILY OFFICES AND THE CORPORATE TRANSPARENCY ACT
The Message Family offices, long a mainstay of privacy and secrecy in the world of family business activities, are now running headlong into governmental rules requiring disclosure of critical ownership…
Read more »NAVIGATING TURBULENT WATERS: Understanding Financial and Operational Undercurrents of Corporate Distress
Introduction In the dynamic landscape of business, companies can find themselves navigating treacherous waters, facing the looming specter of distress. If you ask seasoned company turnaround executives, they will tell…
Read more »THE FAMILY OFFICE “MINDSET” SHIFT
The title may puzzle some readers. Why would a “mindset” shift” be required of a wealthy family to form an effective, sustainable, single-family office? Here is why! Newly formed single-family…
Read more »THE DIGITAL REVOLUTION: HOW TECHNOLOGY IS TRANSFORMING COMMERCIAL REAL ESTATE
Introduction In the dynamic world of commercial real estate, the winds of change are blowing stronger than ever, propelled by some rapid advancements in technology. The traditional landscape of brick-and-mortar…
Read more »THE BUILDING BUSINESS
In these times of national (or global) uncertainty and volatility, traditional ways of planning a successful pathway into the future for a construction business can no longer be counted on…
Read more »CBD IS BIG BIG BUSINESS AND WHY HEMP IS THE FUTURE
As the CBD and Hemp market grows, it becomes an increasingly attractive investment opportunity. The industry has experienced significant growth since its legalization in 2018 by the Farm Bill Act…
Read more »WHY CREATING A BUSINESS BUDGET IS ESSENTIAL TO YOUR SUCCESS
One of the most overlooked aspects of business management is creating a strong and detailed budget, and then managing to it. Ask yourself if you put enough time into creating…
Read more »FORECASTING MARKET GROWTH TRENDS
Entrepreneurs: The Future is Yours! Forecasting Market Growth It’s a tricky business to forecast. I especially appreciate the quote from Niels Bohr, Nobel Laureate in Physics: “Prediction is difficult, especially…
Read more »THE CBD MARKET: PAST, PRESENT, AND FUTURE
Cannabidiol, or CBD, has become a buzzword in the health and wellness industry in recent years. Found in cannabis and hemp plants, CBD is touted for its potential therapeutic benefits,…
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