Financial Education Center

Is Your Company Poised to be a Buyer or Seller?

Our guest speaker John Hull, Managing Director of The Fortune Group and guest speaker, discussed financial and non-financial factors to consider in an acquisition, such as deal structure aspects, ideal timing of an acquisition, and if your business is poised to be a buyer or seller.

Consolidated Appropriations Act Provides Relief to Individuals and Businesses

On Sunday, December 27, 2020, the Consolidated Appropriations Act, 2021 (CAA 2021) was signed into law. Major relief provisions are summarized here, as well as some additional tax provisions.

Clearing Obstacles to Sound Tax Policy

David Frederick, Director of Wealth Planning at First Bank, discusses some benefits and obstacles of using charitable strategies to sell a business.

Employersā€™ Considerations While Moving Forward

As businesses open or begin to open back up from the COVID-19 shutdown, here are some considerations for your business on moving forward.

Everyone Should Have a Fortress of Solitude

Whether you are a leader of a company, a parent, or both, here are some suggestions on how to preserve the legacy you are helping to create for the next generation.

Keeping Cash in Business with Proper Liquidity Management

Brett Tijanich, Commercial Team Leader and Senior Vice President at First Bank, discusses the importance of liquidity management for family-owned and privately-held businesses.