No one knows what 2026 will bring for Middle Market M&A, but intentional exit planning, preparation, risk management, and governance produce successful transactions in any circumstances. Plans co-developed with a trusted team of advisors, including CPAs,...
In any business acquisition or sale, traditional financial statements—even audited ones—only provide a partial view. While an audit confirms compliance with accounting standards, it doesn’t assess the sustainability or quality of a company’s earnings. A Quality...
In today’s fast-paced and increasingly complex digital landscape, businesses of all sizes rely heavily on their technology infrastructure and the security measures protecting it. But what happens when a critical technology issue arises after hours? Or when a...
In today’s fast-paced, risk-laden business landscape, internal audit is no longer a once-a-year check-up. It’s a dynamic, evolving function that demands agility, foresight, and constant readiness. For Chief Audit Executives (CAEs), this translates to a...
Calvetti Ferguson is partnering with the Risk Management Association (RMA) Gulf Coast Chapter. This partnership creates opportunities for our risk advisory professionals, including enhanced networking, access to cutting-edge educational resources, and increased...
Key Highlights Mixed Bag for 2024: While overall M&A activity was down year-over-year, larger deals (over $25M) saw increased volume and value, signaling a potential turning point. Interest Rate Impact: Falling interest rates in late 2024 fueled the increase in...
Since the adoption of ASC 842 (Leases) by private companies, many have faced challenges in applying its principles to common control arrangements. A typical scenario involves a non-public company leasing facilities from an entity under common control. These leases...
Professional service firms have been facing a number of challenges in recent years, including talent shortages, keeping up with new technology, and staying ahead of the competition. These challenges necessitate that firms be agile, innovative, and proactive in their...
Internal auditors have always been invaluable consultants to management and oversight committees. They are at the forefront of risk assessment and risk management, identifying potential threats and solutions across financial, operational, and compliance areas. By...
The economic landscape has undergone significant evolution over the past several years, with a notable focus on mergers and acquisitions, innovation, technology, AI, and new and complex accounting standards for revenue recognition, leasing, and credit losses. Topics...
It was a tough year for most intermediaries, investment bankers, strategic buyers, and private equity in the 2023 US M&A market. The deal flow was way down. Though it had not fallen as low as it had during its lowest point in 2020, deal flow fell 34%...
Calvetti Ferguson is excited to introduce Jesi Manabat as their new advisory director. Jesi Manabat has been in the public accounting space for over 17 years, providing assurance, complex accounting, tax, and advisory support to clients across a multitude of...
