Planning for your business is always an ongoing process.
Actionable and strategic planning is pivotal for the success of your business. It’s crucial for organizations to regularly employ planning sessions as operations evolve to incorporate new tax strategies, business insights, internal processes, and calculated goals to ensure they align with the overall mission. This systematic process allows an organization to articulate their objectives and develop a clear idea of intended direction. That means that there is never a wrong time to begin planning for the future of your business. CRI’s team of knowledgeable professionals offers multidimensional solutions in tax, accounting, IT, valuation, and other industry-specific services to help your business grow. From inception to legacy, our expertise allows you to effectively plan for the most important parts of your business’ journey.
Unlocking the Value of Your Business, Part I: Pre-Sale Considerations
Take a deep dive into the intricacies of priming your business for sale and discover strategies to elevate its value to potential buyers in this two-part webinar series from CRI and members of the CRI Family of Companies.REGISTER
2023 Year-End Tax Planning
CRI’s Year-End Tax Planning webinars provide valuable insights for taxpayers and businesses as they navigate the complexities, obstacles, and tax policy changes that the 2023 tax year brings to the table.VIEW RECORDING
Spring Cleaning Now Improves Business Performance All Year
As the spring season arrives, it presents an ideal opportunity for small business owners to prepare for filing their tax returns and adopt a proactive approach towards year-round business accounting.LEARN MORE
Unlocking the Value of Your Business, Part II: Post-Sale Considerations
Secure your spot for both sessions in this two-part series to help gain perspective on each side of the transaction process!REGISTER
Financial Institutions - Year-End Accounting and Risk Management Update
Join CRI’s financial services team for an in-depth discussion surrounding the accounting and risk management developments impacting financial institutions today.VIEW RECORDING
Learn more about where CRI professionals are speaking and sharing their expertise "Around Town."LEARN MORE
The Importance of Conducting a Valuation of Your Small Business
Whether you plan to pass it on to the next generation or sell it to the highest bidder, a thorough valuation might be in order. Learn about the types of valuations and how they vary.LEARN MORE
It Figures S3:E7 – The Transaction Timeline: The 5 Stages of Selling Your Business
Tune in as CRI Capital Advisors’ Partners discuss the five stages of selling a business for maximum value. Listeners will learn everything from the discovery of premarket company value to the due diligence and closing processes.LISTEN NOW
25 Years of Client-Service, Respect & Integrity
CRI celebrates 25 years of consistent growth since our formation and development into a Top 25 CPA firm nationally.LEARN MORE
The Global Internal Audit Standards Are Coming: Is Organization Ready?
The Internal Standards for the Professional Practice of Auditing and the IPPF are undergoing a significant transformation; clarity and change are needed in the face of unprecedented challenges.LEARN MORE
CRI & Xero
The Xero accounting platform takes you beyond bookkeeping by making your data accessible anytime, anywhere, on any device, giving you a cloud-based collaboration that provides relevant information for making real-time decisions to propel your business forward.LEARN MORE
GASB & FASB Lease Compliance Tool
Our easy to use, cloud-based software caters to those business professionals looking for a hassle-free and cost-effective lease compliance experience.MORE INFO
Business Planning Insights
Help Your Business Finish Strong with These 10 Year-End Tasks
Step by Step: Stay Resilient with a Crisis Planning Checklist
After the Transaction: Look Here to Unlock Value in Post-Merger Integration
Drafting a Business Continuity Plan (BCP)
It Figures Podcast: S4:E16 – What Talent Really Wants
It Figures Podcast: S4:E15 – Current Trends in Mergers and Acquisitions
It Figures Podcast: S4:E12 – Credit Risk Management in a Potential...
It Figures Podcast: S4:E7 – Cost Segregation and Other Engineered Tax...
It Figures Podcast: S4:E6 – The Ins and Outs of Airbnb...
It Figures Podcast: S4:E4 – The Art and Science of a...
It Figures Podcast: S4:E1 – Adding Value To Your Internal Audit
Five Things to Know About the New Accounting For Paid Leave
It Figures Podcast: S3:E12 – Lease Accounting is for EVERYONE
Key Takeaways From the Inflation Reduction Act of 2022
Keeping the Business in Family Business
It Figures Podcast: S3:E7 – The Transaction Timeline: The 5 Stages...
It Figures Podcast: S3:E6 – Common ACFR Errors
How Has COVID-19 Affected Business Valuations?
Boost Your Cash Flow with Net Operating Loss Carrybacks
What to Consider When Deciding Between a Calendar Year and a...
Small Business Compliance: Are You Sticking to the Law?
Travel Guide for Your Start-Up’s Journey to Success
The Importance of Diversifying Your Customer Base
How to Maximize Business Sale and Successfully Exit
- January 11
- January 17
- January 31