July 14th, 2026
After the Ceasefire: Cyber Threats from Nation-State Actors Persist, but Security Basics can Help Protect Your Business
During my years in the FBI’s Cyber Division, we had a mantra that we repeated hundreds if not thousands of times, “Cybersecurity is national security.” At this point it is […]
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After the Ceasefire: Cyber Threats from Nation-State Actors Persist, but Security Basics can Help Protect Your Business
During my years in the FBI’s Cyber Division, we had a mantra that we repeated hundreds if not thousands of times, “Cybersecurity is national security.” At this point it is […]
Privacy Pays: How Small Businesses Benefit from Data Protection
While many small businesses are not subject to state data laws, implementing data privacy practices can provide significant benefits regardless of a business’s size or legal obligations. As customers become […]
Common Succession Planning Mistakes
There comes a day when every business will transition to the next generation of leadership, whether externally via a sale, or internally via a succession plan. If you are a […]
The 10 Best Practices of Successful Family and Private Businesses
Family-owned and privately held businesses are the backbone of the American economy, known for innovation, resilience, and long-term community investment. Across industries, the most successful organizations share common practices—regardless of size or market. While each business faces unique challenges, the…
Family Meetings: A Competitive Advantage for Family and Private Businesses
The hard part isn’t sustaining the business. It’s keeping the family connected as the business and the wealth grow.I’ve spent decades working with family and private businesses—helping them plan, grow, and transition leadership and ownership from one generation to the…
Ohio’s New Construction E‑Verify Law and Significant Updates to ICE’s I-9 Review
Earlier this year, Ohio enacted a new employment verification law that will significantly affect much of Ohio’s construction industry. Ohio House Bill 246, the E‑Verify Workforce Integrity Act (E-Verify Act) requires many construction employers to implement E‑Verify on certain projects.…
From Household Help to Operational Excellence: Structuring and Managing Domestic Staff
High-net-worth families often face a familiar challenge: what starts as “hiring help” gradually turns into managing a complex household operation. In many cases, responsibilities accumulate around a trusted, long-tenured employee who has taken on more duties over time, often well…
Building Cash Reserves to Navigate Economic Uncertainty
Economic uncertainty continues to shape today’s decision-making for business owners. While businesses may remain confident in their own outlooks, concerns about broader economic conditions persist, reinforcing the importance of strong liquidity planning.Cash reserves are a critical tool for helping businesses…
2026 State & Local Tax Update
The importance of monitoring state and local tax updates is vital for family and private businesses - they may directly impact cash flow, operational costs, and long-term survival. Here are a few updates in 2026. Indiana Tax Amnesty 2026There’s a…
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