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Gross Mendelsohn Blog

A resource to help business owners, nonprofit executives and high net worth families preserve wealth, grow and thrive.

New SBA 8(a) Thresholds: Why Reviews May Now Make More Sense than Audits for Growing Government Contractors

If you lead a small or midsize government contracting firm, you’ve likely heard a familiar refrain over the years: “We need an audit.” For many 8(a) businesses, that was true — because the Small Business Administration’s (SBA) previous reporting...
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The Best Tax Planning Happens Long Before the Sale of Your Business

For many business owners, taxes are one of the biggest unknowns when thinking about exiting their business. Questions like How much will I owe? or What can I do to reduce taxes? often come up — sometimes too late in the process to make a meaningful...
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AI & Data Security: How to Protect Your Business In an AI Driven World

Artificial intelligence tools exploded into the workplace almost overnight. What started as a novelty — typing a question into a chatbot — has quickly evolved into something much bigger: employees using AI to draft client communications, summarize...
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Redefining Finance With AI: What CFOs Should Know

The role of today’s CFO looks very different than it did a decade ago. Finance leaders have moved beyond number crunching to help set strategy and guide organizational growth. Now, the rise of generative AI (GenAI) is taking that transformation to the...
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How to Build a Strong Exit Strategy for Your Business’s Future

You’ve poured years — maybe decades — into building your business. But what happens when you’re ready to step away? That question was the focus of our recent webinar, Is Your Business Ready for What’s Next? Exit Planning for Business Owners, where our...
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Why Reconciled Financials Matter In Exit Planning — Long Before Selling

When business owners think about selling or transitioning their company, they often focus on timing, buyers and price. What’s easy to overlook is something far more fundamental: the condition of the financials. Clean, credible financial information...
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