Corporate Programs

  • Tax Planning For the Self-Employed

    Self-employment is the opportunity to be your own boss, to come and go as you please, and oh yes, to establish a lifelong bond with your accountant. If you’re self-employed, you’ll need to pay your own FICA taxes and take… Read More

  • Caring for Your Aging Parents

    By Chris Kelly CPA, CFP®, M. ACCY   Financial Advisor and Portfolio Manager Caring for your aging parents is something you hope you can handle when the timecomes, but it’s the last thing you want tothink about. Whether the time… Read More

  • Starting or Buying a Business

    By:  Brian MacMillan | Managing Director, Mergers and Acquisitions Start-ups If you are planning on building your business from the ground up, you are taking a bigger risk than if you were buying an existing business or a franchise. Existing… Read More

  • Preparing For The Due Diligence Process

    By: Brian Macmillan | Managing Director Mergers & Acquisitions When selling a business, the due diligence process can be long and tedious. In some cases, the amount of time involved and the amount of information requested by a buyer and its advisors can cause… Read More

  • Corporate Report Card: Reviewing a 10-K

    By early March, most public companies have to file their 10-Ks. (For those who are unfamiliar with the term, a 10-K is an annual report required by the U.S. Securities and Exchange Commission (SEC) that gives a comprehensive summary of a company’s… Read More

  • Selling an SBA 8(A) Government Contractor

    By:  Brian MacMilllan | Managing Director Mergers & Aquisitions While the Small Business Administration 8(a) Program can provide business owners with numerous benefits, selling an 8(a) contractor can be difficult. However, the notion that an 8(a) contractor cannot be sold… Read More

  • Growing Your Business Through Acquisitions

    By:  Brian MacMillan | Managing Director Mergers & Acquisitions There are two main ways to grow a business: organically (increasing your customer base, obtaining new contracts, growing current client relationships, etc.) and through acquisitions. Growing a business organically is commonplace… Read More

  • APL FCU and BWFA Team Up

    BWFA is happy to announce a co-marketing agreement and service collaboration with the APL Federal Credit Union to begin immediately. APL FCU’s expanded charter makes credit union membership available to anyone who lives, works, worships or goes to school in… Read More