Managing Assets

Explore dealership acquisition strategies that align with current market trends. Whether you’re looking to expand or make a strategic exit, understanding the key factors associated with buy/sell transactions can help you capitalize on opportunities.

For multimillion-dollar endeavors, optimizing tax benefits is complicated and processing can be cumbersome. A Key sale-leaseback structure can be a powerful sales tool when you offer qualified clients access to all the resources they need under one roof. Working together, we can help you leverage this unique sales tool to close more deals with less effort. Here’s how.

Asset-based lending helps middle market and large companies meet a variety of ongoing and event-driven needs. From acquisitions and expansion to ownership succession, businesses continue to discover how asset-based lending can provide an attractive source of financing that enhances organizational growth and expansion efforts.

Unlike for-profit entities, foundations manage their investment portfolios with a distinct mission in mind – generating returns that support their charitable endeavors.

For foundation investment committees, selecting the right investment managers is paramount to achieving their financial objectives and maximizing their charitable mission. While fees are a consideration, prioritizing solely on underlying manager fees can be detrimental. This paper explores why a comprehensive approach that prioritizes value over cost is essential for foundation investment committees.

Pension plan sponsors have had a lot to deal with during 2022 and the first half of 2023. Many plan sponsors have been focused on reviewing their plans’ funded status due to the market volatility.

Employers that offer a 401(k) retirement plan to their employees take on significant fiduciary risk and responsibilities as well as administrative duties. These fiduciary responsibilities are often held personally by the senior executives/owners of an organization, so it is important for all involved to understand the roles and obligations in managing a single employer 401(k) plan.

AP automation can help keep a business moving by ensuring its AP department can continue to approve invoices and make payments securely and efficiently at any time, from any location.

Two public finance professionals helped craft legislation that added whole categories of residential care facilities to the list of borrowers eligible to issue debt through the California Health Facilities Financing Authority (CHFFA). Episcopal Communities & Services for Seniors (ECS), an Altadena-based senior living facility operator that runs three campuses in southern California, was the first to make use of the law, selling $107.7 million of bonds.

Located in East Hartford, Connecticut, Goodwin University serves a critical role in helping students become sought-after employees in high-demand fields. In 2020, when Goodwin wanted to seize an opportunity to acquire the University of Bridgeport, it sought a complex financing solution that would help to overcome the acquisition challenges.

Sustainability is important as the world approaches a record-high population of 10 billion. Farmers are seeking new avenues to meet increasing food demand responsibly, all while facing worldwide water shortages and climate change. Today, we see leading ag companies positively impacting the environment through conservation, creating efficiencies, and developing strategic sustainability plans for the future.

The 401(k) plan has become the dominant source of retirement savings for most Americans. That said, a 401(k) plan was not originally designed to be the primary retirement tool.