Trends & insights

Business owner Michael Cohen was better prepared for the pandemic thanks to the work he'd already done to modernize his operation, build his business value, and map out his succession planning.

Rachel Hunter was a decade into her small business career when the pandemic hit. Faced with losing most of her events-based revenue, she invested in an expansion to fuel a new phase of growth.

Restaurants, the hardest-hit industry in the pandemic economy, are cultural hubs of business communities everywhere. Here’s how business leaders can help restaurants innovate and recover.

The PPP, was replenished and adjusted for 2021 to help direct funding streams to the businesses needing it most. We break down the big changes for your small business.

A father-son team of business owners and their financial professional walk you through a small-business succession.

We pick up our pre-pandemic conversation on how to “recession-proof” your business—comparing earlier expectations to the 2020 reality—and how businesses can prepare better for the new year.