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The Infrastructure Challenge For ambitious law firms, expanding into new practice areas or cities is rarely the hard part. The challenge is ensuring your infrastructure keeps pace. The firms that scale successfully don’t add lawyers or offices without modernizing the financial and operational infrastructure to ensure speed, safety, and control keep up with growth. Complexity […]
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Today’s finance practices position valuation as a strategic management tool—one that converts performance, risk, capital structure, and future potential into actionable insights. Yet many finance leaders still treat valuation as a compliance exercise or transactional requirement, used only for ownership changes, tax events, or when external stakeholders demand it. A well‑supported valuation can strengthen decision‑making […]
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Happy New Year As we usher in the new year, global financial markets have no shortage of geopolitical issues to contend with in 2026. Before we look ahead, let’s look back at 2025. The geopolitical laundry list of significant events in 2025 included the Russia–Ukraine conflict in its fourth year and Donald Trump returning to […]
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Creating a robust security and awareness plan to protect your company. Cyber-enabled fraud is no longer a distant threat — it’s a daily business risk. According to the FBI’s Internet Crime Complaint Center, reported cybercrime losses reached $20.9 billion in 2025, a 26% increase from 2024.1 Today’s attacks are often orchestrated by organized criminal groups […]
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Use this checklist as a guide to protect your business: Check before you click—be on the alert for business email compromise or malware Reconcile accounts frequently (preferably daily). Ensure that adequate procedures are defined and followed for all types of payments (paper, electronic, and digital). Provide ongoing training to employees on detecting and preventing electronic […]
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Our Cyber Fraud Index Score reflects executives’ insecurities. During an era of rising cybercrime, we asked C-Suite executives how confident they are in their organization’s ability to protect itself from cyber fraud. Our Cyber Fraud Index Score represents the percentages who answered “Very Confident” or “Confident”. We took the elevator up to the c-suite for […]
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No matter how successful or well-run a business is, every owner will eventually leave it—voluntarily or not. The timing and terms of that exit are often dictated by unpredictable or unavoidable events: Death, Divorce, Disability, Distress, Departure, and Disagreement, among owners. Without a formal business exit plan, these events can erode value, create personal and […]
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Financial news in the first half of 2025 has been dominated by uncertainty over President Trump’s ongoing tariff negotiations with US global trade partners. Our friends at Capital Group define a tariff as a tax on goods imported from other countries. In their excellent “Guide to Tariffs” they detail various motivations for implementing tariffs on […]
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For more than 35 years, Charles Lefkowitz has helped transform real estate in New York. While managing multiple real estate and property management businesses, Lefkowitz uses technology and a focus on quality to improve value in his business.
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Imagine an online marketplace where consumers could immediately sell unwanted gift cards and buy others at a discounted rate. That's exactly what two businessmen created.