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Recent Articles

Getting Married? A Simple Tax Guide for Your First Year Filing Together
At a Glance Marriage brings meaningful personal change, but it also creates a new financial landscape—especially at tax time. Once you are married, the IRS

What Business Owners Should Understand About Fraud Risk
At a Glance Fraud risk is rising as businesses adopt new systems, expand digital payments, outsource functions, and operate with remote or hybrid workforces. While

Dealing with Complex Co-Ownership Setups
Co-owned businesses come with numerous complexities. One of the biggest challenges for co-owners is determining how to approach the exit of another co-owner, especially when

2026 Business Outlook: Key Economic, Tax, and Strategic Trends Impacting Owners, Employers, and Investors
At a Glance After several years of economic shifts and rapid innovation, 2026 is shaping up to be a year of recalibration and opportunity across

New England Auto Dealerships 2025 Year in Review
At a Glance For auto dealerships across New England, 2025 was a year of recalibration. The pace of change in vehicle technology, consumer expectations, and

Business Value Is More Than a Measuring Stick
Is it possible for a $5 million business to be more valuable than a $15 million business? Let’s look at a fictional but representative story

Exit Planning: Building Your Mastermind Group of Business Owners
In a recent article, we discussed how working with an Advisor Team can help you find answers to challenging business questions. In addition to your

Exit Planning: You Don’t Need to Do It Alone
There’s a mythology that business owners have all the answers all the time. Many business owners hold themselves up to this unachievable standard. Yet, nearly

Why Aren’t You Using a Rolling Forecast?
Originally published in Manufacturer, ARB’s Manufacturing Industry newsletter. Economic volatility and supply chain disruptions during the COVID-19 pandemic strained the usefulness of traditional budgeting and

6 Inventory Strategies for Boosting Working Capital
Originally published in Manufacturer, ARB’s Manufacturing Industry newsletter. Many businesses tie up working capital in inventory. Fortunately, there are inventory management and optimization strategies manufacturers

How to Exit Your Business on a High Note
Originally published in Manufacturer, ARB’s Manufacturing Industry newsletter. Many people spend long hours starting their business. But what about exiting a successful business? Creating a