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While the market for private sales has slowed, private equity companies have record amounts of dry powder they need to put to work—for the right companies, this may be the ideal time to explore a business sale or capital raise. In this podcast episode of Business Insights, Terry Hill, Partner in BPM’s Advisory Practice, is joined by Tara Smith Kacher, Managing Director at Cowen Inc. Together, they discuss what strategic buyers are looking for and how companies can best position themselves for M&A transactions.

From one family office to another, the ‘top spot’ or Family Office Leader will go by different titles that include Head of Family Office, Managing Director, and Chief Executive Officer. And while the position will never be the same with professionals adjusting to the Family Office it serves, there are ideal competencies, qualities, and even qualifications that you can look for in your search for the ideal Family Officer Leader.

In the world of Family Offices, anything is possible and the professionals hired to do the unthinkable have to be problem solvers, agile, and absolutely committed to the cause. Most importantly, they have to be the right Cultural Fit, which most Family Office professionals believe is more important than qualifications in the hiring process.

For foreign families and individuals who are interested in investing in the United States, there are key factors to consider. In this 10-minute interview, attorney Ruben Diaz of Foley & Lardner joins Brian Lucareli to discuss in-bound investing and top-of-mind issues when helping clients through the process of investing into the U.S. from Latin American countries. Ruben spoke about the information required in order to help clients properly structure their investments into the U.S. and the planning process for inbound investments.

The data from this year’s research by Grant Thornton indicates that the progress achieved so far on women in senior management is fragile. There has been a dramatic decrease in the percentage of female CEOs, including a 15pp drop in CEOs who are women in the United States, a 14pp drop in China, and an 8pp drop in the UK between 2023 and 2024. Without determination to change, then the progress made will be at risk of not just plateauing but slipping back. Businesses have a clear opportunity to take actionable, tangible steps, and follow the three pathways to accelerate towards parity.

In this podcast episode of "Corporate Transparency Talk," tax attorney Alan Granwell with Holland & Knight, offers a high-level overview of the Corporate Transparency Act (CTA), highlighting its aim to make companies disclose their real owners to fight illicit financial activities like money laundering and terrorism. Mr. Granwell explains how the act ensures that beneficial ownership information is reported to the federal government, under the threat of penalties for noncompliance.

Dive into Artificial Intelligence (AI) governance with Grant Thornton’s concise video series that are designed for board members and senior executives. The four short videos summarize insights on the challenges and opportunities of AI board governance. From understanding the need for “AI circuit breakers” to tracking risks and accountability, and finally embracing AI as a manageable challenge, this series addresses some of the key issues for staying on top of AI in your business.

Since 1986, Byron R. Wein gave his views on a number of economic, financial, and political surprises for the coming year. By “surprise,” Byron defined it as an event that the average investor would only assign a one out of three chances of taking place but which he believed had a better than 50% likelihood of happening. Paying homage to Byron’s annual “10 Surprises” in this video, NEPC’s Phillip Nelson and Tim McCusker discuss their own predictions for 2024—their five market themes for 2024: cost of capital, magnificent 7, U.S. fiscal debt, artificial intelligence, and geopolitics.

Managing multiple short- and long-term financial goals can feel overwhelming at times. With this guide by Vanguard, a three-step financial wellness framework is provided for determining the next best actions you can take to bring you closer to your goals and improve not only your financial situation but also your overall holistic well-being, no matter where you are on your financial journey.

For young adults learning to achieve their financial goals, it's essential to know where their money is going. This is why having a budget is important. And what's even more important is to find a budget that matches your personality. From the first video, it will help you discover the different types of budgets available to fit your personal budgeting style. For more on how to budget based on your ideal preference, watch the video on these budgeting styles: