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February 02, 2021

4 COVID-19 Related Changes You Can Expect on Your Company’s Next Review

COVID-19 has changed risk considerations and the way audit planning is conducted. But many smaller businesses issue reviewed, not audited, financial statements. If you are one of those companies, below are some changes you might expect as your accountants conduct year-end review procedures.1...

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January 13, 2021

Are Your Methods of Deducting Bad Debts Still Relevant in the COVID-19 Era?

Due to the COVID-19 crisis, many companies expect to report higher-than-normal write-offs of accounts receivable (A/R) in 2020 and possibly beyond. As year-end approaches, businesses need to review their A/R ledgers for stale, uncollectible accounts that should be written off and consider whether...

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November 23, 2020 Gino Scipione

How to Treat Debt on Your Financial Statements When You are in Violation of Loan Covenants

Nobody enjoys having to deal with debt covenant issues, but, particularly in times like these, they can be common and can have significant accounting consequences. Due to the economic hardships caused by the pandemic, many companies may find themselves in violation of one or more of their bank...

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November 06, 2020 Beth Reho

Do You Fully Understand the Impact of Foreign Currency on Your Financial Statements?

If your company has a foreign subsidiary or affiliate, at some point you will be faced with foreign currency transaction and translation adjustments. Do you know what each one represents and which financial statement(s) they impact? Do you understand how foreign currency adjustments should be...

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July 08, 2020 Tina Dzik

How to Account for Termination Benefits

In response to COVID-19, many entities have reduced employee headcount to remain in business. As a result, it’s more important than ever to understand how to account for termination benefits. This includes carefully considering which types of benefits are being provided and the overall...

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November 15, 2019 Jim Lisy

M&A Essentials: The Sale Process Part II — The Key Stages

In this installment of our “M&A Essentials” series — offering a fundamental understanding of the concepts, issues and processes every business owner should be familiar with when considering and conducting the sale of a business — we focus on the nuts and bolts of each...

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September 12, 2019 Jim Lisy

M&A Essentials: The Sale Process Part I — Cast of Players

In this installment of our “M&A Essentials” series — offering a fundamental understanding of the concepts, issues and processes every business owner should be familiar with when considering and conducting the sale of a business — we focus on the main people you&rsquo...

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July 25, 2019 Jim Lisy

M&A Essentials: 3 Key Considerations When Preparing to Sell

In this installment of our “M&A Essentials” series — offering a fundamental understanding of the concepts, issues and processes every business owner should be familiar with when considering and conducting the sale of a business — we talk about key areas to address when...

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April 11, 2019 Jim Lisy

M&A Essentials: Understanding Purchase Price

Selling a business is a complex endeavor. As advisors to business owners and shareholders of private companies, we have helped companies to navigate the process from beginning to end. We are excited to share those experiences and insights in this new series, “M&A Essentials.” The...

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February 21, 2019 Phil Ryan

How the New Lease Standard May Impact EBITDA and Your Company’s Purchase Price

There’s been much talk surrounding the new leasing standard that has already taken effect for publicly traded companies and looms over privately held companies for periods beginning after December 15, 2019. One of the most anticipated standards the Financial Accounting Standards Board (FASB...

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