When and why to consider an individual private family trust company for estate planning
CM Wealth Advisors’ Douglas McCreery on trust oversight for longer planning horizons.
Why sell-side diligence is increasingly popular in M&A processes
Clark Schaefer Hackett’s Nick Scharfeld on sell-side due diligence, what it entails and why it’s an exercise that greatly benefits sellers.
What users can expect after the NetDocuments, Worldox acquisition
Blue Technologies’ David Cramer on the NetDocuments acquisition of Worldox and what the change means for current customers.
What medical professionals need to know about acquiring a practice
First Federal Lakewood’s Eric Jones on what medical professionals need to know when acquiring a practice.
How Tri-C’s new president is aligning academic programs and economic opportunities
Here are the three themes new Tri-C President Michael A. Baston culled from his 2,000-person listening process, and how these informed his new vision for the college.
Northeast Ohio Deal Activity: Estate tax planning considerations for contemplated M&A transactions
Similar to the overall U.S., the Northeast Ohio M&A market experienced a decline in deal volume in April, but did see several noteworthy transactions.
Empathy, entrepreneurship & AI
AI’s version of empathy alone is not likely to carry the day — human empathy will still have a major role to play.
Don’t let your interns get lost in your remote-work world
In a remote work situation, I don’t believe students will have access to as much mentorship as once was possible.
Changing our way of changing things
Change is something you can get done right if your culture is safe enough for people to be honest about what doesn’t work.
Investors are reaching further to find deals
With record amounts of VC dollars available outside Ohio, we all need to work together to draw those dollars here.