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Healthy Growth Blog

I’d like to assemble an advisory board! Where do I start?

By Brandon Fredericks, CPA | AGP Advisory, Leader In my last article, I presented one of the benefits of an advisory boards as the ease of its creation. Though that is true, the upfront work should not be taken lightly. There is nothing worse than assembling the ‘wrong’ compensation of advisory board members.  Before fully greenlighting an advisory board, I encourage you to invest a full day workshop with your …

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The Advisory Board: Is it right for my organization?

By Brandon Fredericks, CPA | AGP Advisory, Leader How different the world looks and feels in March 2021? Crazy to think a little over thirteen months ago, I finished up my last business travel via air travel for an Advisory project. Since then, I have yet to step foot on a tarmac. Though ‘how’ we do business has changed drastically, our clients and customers are still …

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Business Disputes and Calculating Damages

By Jason Bogniard, MBA, ASA, CVA, EA | Principal, Business Valuation If a business has been around long enough, chances are some misunderstanding or outright misconduct has happened with a vendor, customer, or employee.  At times, these business disputes require some mediation or litigation process to help reach a resolution.  At the heart of many …

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Benefit Plan Advisory Alert: Empower Qualification in Service Organization Control Report, Potential Impact to MassMutual Plans

By Danielle Kimmell, CPA, and Susan Burnoski, CPA Plan sponsors and administrators have a fiduciary responsibility to monitor any outside service organization (OSO) utilized in the administration of their retirement plans. This includes understanding and monitoring internal controls and, in most cases, the OSO provides a Service Organization Control (SOC) Report. The SOC informs plan sponsors …

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Protecting Your Financial Identity

By Mark Lapikas, CPA | Principal, Tax With a previous break of Equifax, an estimated 143 million Americans’ information was compromised. In 2015, Anthem was breached compromising personal data of roughly 80 million Americans. Criminals are constantly seeking new ways to obtain your data which begs the question, “How do I protect my personal information?” …

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AGP Advisory: The Ultimate Financial Due Diligence Checklist

By Brandon Fredericks, CPA | AGP Advisory, Leader The merger and acquisition market remains active even through trying times. Over the past two years, an average of over 13,000 deals were completed for small and mid-size businesses—that’s over 35 deals a day. The act of buying or selling a business can be complex and time consuming. Luckily, we have provided some insight into …

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