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Historic battle scene with soldiers and flags.

“Building the Redoubt”: Accounting Lessons from the Battle of Bunker Hill on Its 250th Anniversary

“Don’t fire until you see the whites of their eyes.” —Attributed to Colonel William Prescott at the Battle of Bunker Hill, June 17, 1775 A Personal Legacy at…

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Dense forest with tall, slender trees.

Top 5 Things to Know Before Structuring Your Next Debt or Equity Deal to Avoid Common Pitfalls

Raising capital—whether through debt, equity, or hybrid instruments—is a pivotal moment for any business. But too often, organizations focus heavily on legal and commercial terms while overlooking the…

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Rocky beach with waves at sunset.

Exit Readiness: A Discipline, Not a Deadline

Achieving successful exits, whether through an initial public offering or acquisition, rarely occurs by chance. Such outcomes arise from meticulous, often years-long preparation. In today’s environment of increased…

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A view of the mountains at sunset from a mountain top.

Early-Stage Growth Readiness: Key signs your middle-market company is poised to scale

The leadership teams of middle-market firms often encounter an inflection point where they must expand or risk stagnation.  So, how do they evaluate their company’s readiness for acceleration? …

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