Financial Management Archives | Vistage Research Center

3 tax planning considerations for small and midsize businesses

Anne Petrik — Wed, 22 Nov 2023 21:15:00 +0000

With many small and midsize businesses paying taxes quarterly, last month may have been an unpleasant surprise, especially for those taking advantage of the R&D Tax Credit that has benefitted those in manufacturing or technology. After the tax credit expired...

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Banking crisis? Implications and actions for CEOs

Joe Galvin — Thu, 23 Mar 2023 17:50:00 +0000

Chairs Darrell Jackson and Aimee Daniels discuss the banking crisis. On top of the economic uncertainty for CEOs, last week’s collapse of Silicon Valley Bank (SVB) and Signature Bank created a lot of questions from small and midsized business leaders...

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UBS on ‘The New Paradigm’

Anne Petrik — Fri, 14 Oct 2022 08:10:00 +0000

This webinar from UBS discusses the ongoing challenges that business owners are facing in light of record-high inflation, supply chain issues, changing workplace dynamics and the state of M&A. About the presenter James is the Head of the Business Owner...

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How can you make your finances more resilient?

ubs-cio — Tue, 12 Apr 2022 15:14:00 +0000

Investing can sometimes seem like an exercise in crisis management. This has been especially so in recent years with threats to portfolios including the war in Ukraine, the COVID-19 pandemic, and the US-China trade dispute. Along with these external perils,...

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PPP forgiveness deep dive and preparing for what’s next

Joe Galvin — Wed, 10 Jun 2020 23:30:00 +0000

Download slides for “PPP forgiveness deep dive and preparing for what’s next” webinar The CARES Act and relief programs like the PPP (Payroll Protection Program) have provided a lifeline to help U.S. businesses manage through the disruption of COVID-19. For...

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8 tips on how to inform customers of a price increase

Joe Galvin — Mon, 03 Dec 2018 11:52:14 +0000

Data from Vistage research confirms that tariffs are taking a toll on many vertical markets like wholesale trade, manufacturing and construction. Strategically, CEOs need to reconsider their supply chain and/or the reshoring of production. Tactically, tariffs are forcing CEOs to...

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Top 8 things small and midsize businesses need to know about tax reform

Joe Galvin — Thu, 14 Jun 2018 08:00:55 +0000

Tax reform takes shape While some details of tax reform passed last year are still becoming clear, it is known that the changes present both serious implications and potential opportunities for small and midsize businesses. Business leaders should develop a...

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A key benefit of tax reform for SMBs

Anne Petrik — Mon, 19 Mar 2018 12:07:18 +0000

Tax reform and your business: The experts weigh in Since the passing of the tax reform last year, business leaders as well as tax and legal professionals have worked to understand the nuances of the new legislation. Some changes are...

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Measuring success: Key Performance Indicators to watch

Stephen King — Tue, 20 Sep 2016 19:00:07 +0000

Watch the Webinar: 5 Steps to a Profitable Business (above) No matter why you went into business, determining your company’s success comes down to one thing: money. Measuring financial success relies on Key Performance Indicators (KPIs), which give you the...

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10 ways to improve your budgeting and forecasting

Dennis Najjar — Fri, 02 Sep 2016 10:00:21 +0000

https://youtu.be/NrJ-yPBexmo Watch the webinar ‘How to get the right financial reports for your business’ and learn what reporting systems and formats best benefit your particular field. Budgeting and forecasting allow a business to plan accurately for its fiscal year. Below are...

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