Transitioning AI from pilot to production to drive legal efficiency
Blue Technologies’ David Cramer on how firms can better ensure that their AI investments generate tangible improvements in efficiency and service quality.
Why fraud prevention matters more than ever
First Federal Lakewood’s Kari Deeks on why even well-run businesses underestimate risk, and why prevention strategies should part of daily operations rather than emergency responses.
How aligning investment growth with tax efficiency and legacy protection could secure long-term stability
The 4:8 Group’s Bob Bove on how the ultra-wealthy framework can help families better manage their wealth.
Northeast Ohio Deal Activity, June 2026: Why owners remain involved after a sale
The Cleveland M&A market experienced strong activity in April 2026, with several noteworthy transactions completed by both strategic acquirers and private equity firms.
How Oswald Companies keeps protecting client relationships for 133 years and growing
As one of the largest independent brokerages in Ohio, with a footprint quickly expanding across the country, Oswald Companies is looking ahead to the future, taking steps to preserve its legacy through strong partnerships and sustained growth.
Leveraging annual business valuations as a strategic growth tool
Corrigan Krause’s Brent Michalak on key value drivers, the diagnostic role of a formal business valuation and why these assessments are critical long before a sale is on the horizon.
How modern payment strategies can optimize working capital
S&T Bank’s Josh Fogle on how organizations can rethink payment acceptance to strengthen working capital without running afoul of card network rules.
Proactive tax planning as a core business strategy
Buckingham, Doolittle & Burroughs’ Steven Dimengo and Oliver Thomas on how treating tax risk as a foundational element of business operations can prevent manageable issues from becoming major assessments.
Navigating high-impact disruptions in the middle market
Our Lady of the Wayside’s Terry Davis on the critical steps required to navigate professional turbulence and emerge with a more robust, streamlined operation.
Why strategy must precede investment
Glenmede’s Robert M. Siewert on the advantages of a planning-led approach and why building a portfolio without a roadmap can lead to misaligned outcomes.