Northeast Ohio Archives - Page 8 of 63

Feature Stories

How Jorge Garcia-Zuazaga expands Apex Dermatology with a focus on efficient care

Northeast Ohio Deal Activity: Leveraging earnouts and seller notes

Insights

Embrace a digital-first banking approach to running your business

Your business banker is there to identify your business’s pain points and then present you with options to make running your company more efficient in the long run.

Accounting

Considering the other side in an M&A deal can lead to tax benefits for both

Further, because of the complexity in an M&A transaction, both buyers and sellers should be thinking about the tax ramifications of a deal very early on, well before they plan to sell or acquire a company.

Technology

Fax technology will soon lose support. Here are some alternatives.

Organizations should talk with their technology provider and ask them to look at their current fax usage to find an alternative method before the analog lines are no longer supported. There are several faxing alternatives that can be put in place and their technology partner can help them make that transition.

Insurance

How annuities can fit within a personal investment portfolio

Those who purchase a deferred annuity should know liquidity is limited. The company may let you access a small portion of your money penalty free but any withdrawals above the penalty-free amount will be subject to surrender charges.