Resource Search

Both rollover equity and management-equity incentives have become increasingly common during the sale process of a business, especially when selling to a financial investor like private equity or a family office. As a result, owner-operators pursuing a liquidity event should become familiar with these incentives and five key concepts—including impact on business valuation and oversight—that can help keep them committed to the company’s success while aligning the long-term financial interests for the next sale.

Although CFOs’ optimism has risen, finance leaders are confronting the disruptive triumvirate of new tax legislation, persistent tariff volatility, and rising AI integration—while seeking meaningful, measurable outcomes. All at once, three things must be considered in a complex environment where transformational opportunity and uncertainty coexist. The takeaway is that holistic modeling is essential for businesses to determine the right tax strategy for their circumstances.

While many businesses are still maturing their sourcing strategies, several clear patterns have emerged amid a hybrid environment undergoing rapid change and strain. It’s a transformation that is playing out across five key areas: an evolving delivery ecosystem; a new partnership ethos; a shifting provider mindset; the growing role of procurement; and the rising complexity of deals as providers and buyers adapt to these fast-moving changes.

As regulatory complexity intensifies and business operations accelerate, legal departments face mounting pressure to deliver more—with greater speed, precision, and strategic insight—while managing costs and demonstrating value. Yet many remain constrained by traditional service models that struggle to scale with these evolving demands. This gap has created perfect conditions for innovation and unlocking efficiency and growth with legal managed services, which now represents a new paradigm on how legal work gets done in an increasingly complex business environment.

The One Big Beautiful Bill Act (OBBB) has spurred more interest among businesses that may qualify for the tax benefits associated with qualified small business stock (QSBS), including businesses that currently are classified as S corporations for federal income tax purposes. With the amendments made by the OBBB, shareholders of S corporations have new incentives to consider converting to a C corporation structure to the extent Code Section 1202 might apply.

Today’s multigenerational workforce challenges even the most well-designed benefits strategies. And while many employers believe they’re delivering value, there’s a small perception gap that reveals where smarter strategy can take benefits programs from good to great. It’s more than a human capital issue, it’s a business-wide challenge impacting retention, performance, and ultimately, profitability.

The evolution of tax leaders into strategists has reached a critical inflection point. In a year defined by heightened uncertainty and significant U.S. tax policy shifts, heads of tax are increasingly taking a seat center stage in decision making. With tax changes in the spotlight, this survey further reveals the expanding role of the tax strategists who can connect the dots and help the C-suite executives address the tax implications of their financial, operational, and business decisions.

At some point in every business owner’s journey, there will be a question about bringing in an outside investor or staying bootstrapped. The immediate benefits of taking chips off the table and accessing growth capital are always a top consideration. But looking past the capital infusion, there are many value-add capabilities an investor can provide to accelerate enterprise value in the next chapter of growth. This article outlines three types of those capabilities that business owners should consider, beginning with growth acceleration.

With the business environment undergoing continuous changes from the convergence of AI adoption and responsible implementation to market consolidation, see how CFOs are adapting their growth and business strategies to stay ahead. Gain a competitive edge by diving into this CFO Outlook Survey report that reveals how leading companies plan to drive growth through strategic investments in their workforce, technology, sustainability, and more.

Agentic artificial intelligence (AI) is more than a technological upgrade—it’s a fundamental shift in operations, with the potential to impact every facet of business, from customer interactions to internal workflows. Unlike traditional automation, agentic AI employs a more sophisticated “understand-decide-act” process, making autonomous decisions based on data analysis and defined objectives.