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Are You Prepared? Financial Access Checklist for Spouses

Share this checklist with your spouse to assure you each have access to manage important financial tasks independently.

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What is a Comprehensive Risk Assessment?

To start managing your business's risk, you will need to conduct a comprehensive risk assessment.

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Top 3 Financial KPIs Every Business Owner Should Track

Key Performance Indicators (KPIs) can help illustrate your business’s financial health and show whether your business will turn a profit.

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7 Factors to Consider Before Selling Your Business

We give you exclusive insights on the business sale transaction process to help you answer seven important questions.

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Key Items to Review During Financial Due Diligence
The due diligence phase is critical for a Buyer to better understand the Target’s business operations and the overall quality of the financial information.
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5 Benefits of Using Gallup's CliftonStrengths in Your Company

Gallup’s CliftonStrengths assessment can help you identify the strengths of the people working in your teams.

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Introducing Data Analytics into Your Business

Integrating data analytics into your business can help your revenue grow, the organization mitigate risk, or gain insight into your business operations.

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17 Tech Tips & Tricks

We’ve listed 17 shortcuts and hacks that will help you use tech to your advantage and make your daily life a little easier.

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Risk Assessment

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Proactively Address + Manage Your Organization's Risk

We often see security measures put in place or disaster planning happen after a tragedy has already occurred. Our comprehensive risk assessment is the first step in proactively identifying any deficiencies or threats your business is susceptible to. We'll look deep into your organization's operations, physical security, technology, and fraud risk to identify weak spots, provide valuable insights, recommend updates, and help you make informed decisions to enhance your company's security measures.

Solutions

  • Operational Risk Assessment

    + Organizational Structure & Resources 
    + Complete Risk Compliance
    + Policies & Procedures
    + Training
    + Legal

  • Physical Security Assessment

    + Employee Safety
    + Physical Security Policy Review 
    + Access Controls
    + Emergency Communication
    + Rapid Response Notification Systems 

  • Technology Assessment

    + Business Continuity & Disaster
    + Data Backup 
    + Cybersecurity
    + Multi-Factor Authentication
    + Security Awareness Training (SAT) 
    + Secure Online Documentation
    + Internet Redundancy
    + Defined Response Process
    + Advanced Endpoint Protection 

  • Fraud Risk Assessment

    + Diligence Procedures
    + Protection & Implementation Plans
    + Employee Threats
    + Ineffective or Non-Existent Controls

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An Overview of the Business Valuation Process
Have you ever wondered about the value of your business? How is that value determined? In ...
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5 Excel Functions You Probably Didn't Know About
Excel is an excellent tool for data analysis and manipulation. It allows you to create charts, ...
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Consulting
Third-Party Risks and How to Manage Them
Since the onset of COVID, an emerging trend in many businesses has been outsourcing to third ...
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Risk Assessment
3 Common Business Fraud Risks and How to Mitigate Them
According to a recent survey, businesses lose about 5% of their revenue due to fraud. The ...
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