Managing Assets

Nonprofits are built on stories. Stories of impact, of change, of community. But did you know that we often overlook one of the most potent storytelling tools a nonprofit has?

"Nonprofits are the backbone of our communities, providing essential support and services. But in turbulent economic times, their resilience is put to the test. This paper offers a roadmap for navigating challenges and seizing opportunities in turbulent times."

Distributed generation (DG) developments and renewable energy projects, like community solar, have historically faced challenges in securing financing. Limited capital availability and complex regulations have created steep barriers to DG investment, even with demand. In fact, many communities and businesses appear to believe it is nearly impossible to secure capital for these projects — but expert capital markets advisors are finding unique pathways to securing financing.

Explore dealership acquisition strategies that align with current market trends. Whether you’re looking to expand or make a strategic exit, understanding the key factors associated with buy/sell transactions can help you capitalize on opportunities.

For multimillion-dollar endeavors, optimizing tax benefits is complicated and processing can be cumbersome. A Key sale-leaseback structure can be a powerful sales tool when you offer qualified clients access to all the resources they need under one roof. Working together, we can help you leverage this unique sales tool to close more deals with less effort. Here’s how.

Asset-based lending helps middle market and large companies meet a variety of ongoing and event-driven needs. From acquisitions and expansion to ownership succession, businesses continue to discover how asset-based lending can provide an attractive source of financing that enhances organizational growth and expansion efforts.

Unlike for-profit entities, foundations manage their investment portfolios with a distinct mission in mind – generating returns that support their charitable endeavors.

For foundation investment committees, selecting the right investment managers is paramount to achieving their financial objectives and maximizing their charitable mission. While fees are a consideration, prioritizing solely on underlying manager fees can be detrimental. This paper explores why a comprehensive approach that prioritizes value over cost is essential for foundation investment committees.

Pension plan sponsors have had a lot to deal with these past two years and continue to monitor their plans’ funded status. During 2022, plans saw a substantial decline in asset values, which were somewhat offset by the impact of significant increases in discount rates.

Employers that offer a 401(k) retirement plan to their employees take on significant fiduciary risk and responsibilities as well as administrative duties. These fiduciary responsibilities are often held personally by the senior executives/owners of an organization, so it is important for all involved to understand the roles and obligations in managing a single employer 401(k) plan.

AP automation can help keep a business moving by ensuring its AP department can continue to approve invoices and make payments securely and efficiently at any time, from any location.

Sustainability is important as the world approaches a record-high population of 10 billion. Farmers are seeking new avenues to meet increasing food demand responsibly, all while facing worldwide water shortages and climate change. Today, we see leading ag companies positively impacting the environment through conservation, creating efficiencies, and developing strategic sustainability plans for the future.