Host Terry Hill, Partner at BPM, welcomes Tara Smith Kacher, Managing Director of Cowen Inc., to discuss the intricacies of preparing for a business sale or capital raise.

Key Takeaways:

(03:54) The active role of strategic buyers and private equity in current market conditions.

(06:23) Emphasizing the balance between aggressive and credible financial projections.

(07:09) Interest of private equity in sectors with consistent earnings.

(07:52) Challenges for businesses not yet profitable in raising capital.

(09:35) The importance of detailed preparation for successful market entry.

(10:13) The process and significance of dealing with preemptive buyers.

(12:15) Early preparation and engagement with advisors for sales or capital raising.

(13:08) The value of starting early with financial and tax advisors for a smooth process.

#Business #Tax #Cybersecurity #DigitalTransformation

Host Lauren Bradner welcomes Sarah A. Lynn of the IT Security Advisory Group at BPM, LLP, to talk about the current state of IT security. 

The topics discussed include:

- The way the IT security budget drives decision-making.

- The fact that everyone has probably had a security breach.

- Having subject matter experts available who know how to use security tools.

- Inside-out testing and outside-in testing.

- The value of continual security testing.

- The importance of prioritizing your security issues.

#Business #Tax #Cybersecurity #DigitalTransformation

On this episode of the Business Insights podcast, host Tara Wilson, Tax Director at BPM, is joined by Mark Leverette and Brad Kettmann to talk about the results of a recent survey BPM conducted to obtain some insight into the challenges and opportunities in the current real estate market. 

Mark leads the national real estate practice for the firm and Brad leads the service CFO group as it relates to real estate. Some topics discussed are:

- The distribution and makeup of the survey respondents.

- The fact that 75 % of respondents reported that rising interest rates are the main reason raising capital will be difficult in 2023.

- Cybersecurity is a huge concern among those responding to the survey.

- Renewing debt or finding debt for new deals is a key concern.

- A majority think that market conditions will significantly impact the ability to raise capital.

- Now is a good time to invest in technology to get a leg up on your competition.

#Business #Tax #Cybersecurity #DigitalTransformation