Samantha (Sam) Silberstein, CFP®, CSLP®, EA, is an experienced financial consultant. She has a demonstrated history of working in both institutional and retail environments, from broker-dealers to ...

James Chen, CMT is an expert trader, investment adviser, and global market strategist. Charlene Rhinehart is a CPA , CFE, chair of an Illinois CPA Society committee, and has a degree in accounting and ...

I have previously written about how to set your strategies around mergers and acquisitions, but I wanted to go into more detail about one type of M&A strategy: the roll-up. A roll-up is when you plan ...

Abraham Maslow is reported to have said, “In any given moment, we have two options: to step forward into growth or to step back into safety.” In business, stepping back into safety can spell disaster.

You need to figure out exactly what your goal is, much more than simply growing revenues and market share. For example, you may be rolling up geographies for an expanded footprint: taking you from, ...