Rose Financial Solutions

The strongest move in any M&A negotiation? Knowing when to walk away. ??♂? In this video, William Astore, Founder of Gateway Geospatial Group (G3), shares his firsthand experience navigating an acquisition—and why the ability to say "no" is one of the most powerful tools a business owner can have. Many sellers feel pressured to close a deal, fearing they've already invested too much time and effort to walk away. But the truth is, the right deal will protect your company's legacy, value your team, and align with your long-term vision. Anything less? It's not worth signing. A bad deal can cost you more than just money—it can impact your future for years to come. No deal is better than one you'll regret. Watch the video to hear Will's insights on M&A negotiations, and share in the comments if you've ever walked away from a deal that wasn't right. #MergersAndAcquisitions #MergersAndAcquisitionsStrategy #NegotiationPower #BusinessGrowth

The best time to plant a tree was 20 years ago. The second best time is now." ?? The same wisdom applies to preparing your business for sale. In this video, Robert Hoffman, Business Solutions Strategist at Truist, shares why even if an exit isn't on your immediate horizon, the time to start preparing is now. Here's the hard truth: If you're receiving offers without having done the groundwork, you're likely leaving serious money on the table. From cleaning up financials to documenting processes to strengthening your management team—these aren't overnight fixes. They take time. So when's the right time to start preparing? If the thought of selling has ever crossed your mind, the answer is today. Watch the video to hear Robert's insights, and let us know in the comments if you're building with the end in mind. #BusinessExitStrategy #MergersAndAcquisitions #BusinessValuation #ExitPlanning #SuccessionPlanning #PrivateEquity #CorporateFinance #GrowthStrategy #FinancialPlanning

The #1 M&A Preparation Mistake That Could Cost You Millions One of the biggest mistakes business owners make when preparing for an acquisition? Scrambling to organize financial data for each potential buyer. In this video, William Astore, Founder of Gateway Geospatial Group (G3), shares his firsthand experience navigating an acquisition—and why having your financials in order before entertaining offers is critical. Too often, sellers find themselves deep into negotiations, reformatting and repackaging the same data over and over. This not only wastes time but can also weaken your position at the table. ?? The solution? Prepare your financials early to ensure a smoother, more profitable sale. At ROSE, we guide business owners through the M&A process, helping them get their financial house in order to maximize valuation and streamline negotiations. Watch the video to hear William A.'s insights, and share in the comments if you've faced challenges in M&A preparation. #MergersAndAcquisitions #ExitStrategy #BusinessValuation #FinancialReadiness #SellYourBusiness #CorporateFinance

?? Major Update: BOI Reporting Now Limited to Foreign Entities Only ?? On Friday, the Treasury Department and FinCEN issued a game-changing interim final rule: ?? U.S. businesses and individuals are no longer required to file BOI reports under the Corporate Transparency Act (CTA). This change redefines “reporting companies” to include only foreign entities doing business in the U.S.—and exempts U.S. persons from reporting even if they are beneficial owners of those foreign entities. ?? Key Highlights: ? BOI reporting now applies ONLY to foreign entities registered to do business in the U.S. ? U.S. companies and citizens are exempt from BOI filing requirements ? No fines or penalties will be enforced on U.S. persons or domestic companies ? Foreign entities have 30 days to file their BOI reports once registered ?? If you're a U.S.-based business and already prepping for BOI compliance—this news may be a welcome relief. ?? But for foreign entities, the clock is still ticking. ?? Tired of chasing compliance headlines? You're not alone. With changes like this, it's never been more clear: staying ahead of the curve means staying connected. Join the ROSE Business Forum to keep up-to-date: https://lnkd.in/db-g_RRZ #BOI #CorporateTransparencyAct #FinCEN #ComplianceUpdate #BusinessLaw #RegulatoryNews #SmallBusiness #CTA2025 #FinancialCompliance

?? Government Shutdown: What It Means for Markets & the Economy ?? With a potential government shutdown looming on March 14th, many are wondering—how bad could it get? The good news: history suggests not as bad as the headlines might imply. ?? Market Impact: Shutdowns tend to create short-term volatility, but the S&P 500 has been flat on average during past shutdowns, with stocks rising 50% of the time. ?? Economic Effect: Each week of a shutdown shaves off 0.2% of GDP, mainly due to furloughed federal workers. The bigger hit? Contract workers lose about $2 billion per day, as they don’t receive retroactive pay. ?? Credit Rating Risk: Moody’s may downgrade U.S. debt due to ongoing political uncertainty, but the U.S. Treasury market remains the global benchmark for safe-haven assets. ?? Investor Takeaway: While a shutdown creates noise, markets have historically bounced back once the government reopens. Long-term economic fundamentals remain intact—but continued political dysfunction is something to watch. Let’s stay informed, not alarmed. Read the full assessment in the ROSE Business Forum - https://lnkd.in/db-g_RRZ #GovernmentShutdown #Markets #Economy #Investing

?? Want to grow your GovCon business? Master these financial disciplines. Scaling isn't just about winning contracts—it's about managing them effectively. If you don't track the numbers, growth can quickly turn into chaos. Here's your GovCon Growth Checklist to stay ahead: ?? Daily: ? Review labor charges – keep payroll & project costs in check ? Track project alignment – ensure work matches contract scope ?? Weekly: ? Monitor expenses – control costs before they spiral ? Check cash flow – avoid surprises and keep operations running ? Review budgets – stay on track with spending ?? Monthly: ? Analyze financial statements – get a clear picture of performance ? Evaluate project profitability – double down on what's working ? Perform reconciliations – catch and correct errors early ?? Yearly: ? Prepare for audits – stay compliant and avoid headaches ? Conduct financial assessments – set data-driven goals for growth ?? Pro tip: Small, consistent financial habits drive BIG business success. Save this checklist—your future self (and your bottom line) will thank you! What's your go-to financial discipline for keeping your GovCon business strong? Drop it in the comments! ?? #GovCon #Finance #BusinessGrowth

?? Attention GovCons: DCAA Releases 37 New or Revised Audit Programs?? While many government contractors have been focused on shifting regulations, frozen funds, and stop work orders, another critical update has flown under the radar—the Defense Contract Audit Agency (DCAA) has quietly released 37 new or revised audit programs since the start of the year. These updates impact key areas such as: ? Accounting, Estimating, and Material Management & Accounting Systems (MMAS) ? Home Office Costs & CAS Compliance Audits ? Labor Floor Checks & Pre-Award SF 1408 Accounting System Audits If you have an upcoming audit, now’s the time to get up to speed on the latest requirements! ?? Review the full library of audit programs in the ROSE Business Forum: https://lnkd.in/db-g_RRZ

?? 7 Federal Agencies on the Chopping Block ?? A major shift is underway—seven federal agencies are being eliminated by Executive Order, impacting labor relations, global media, research, libraries, homelessness prevention, economic development, and minority-owned businesses. Who’s affected? ?? Federal Mediation and Conciliation Service – Prevents and resolves labor disputes and strikes. ?? U.S. Agency for Global Media – Oversees Voice of America and international broadcasting. ?? Woodrow Wilson International Center for Scholars – A nonpartisan think tank focused on policy and global issues. ?? Institute of Museum and Library Services – Provides funding to libraries, archives, and museums across the U.S. ?? U.S. Interagency Council on Homelessness – Coordinates national efforts to prevent and reduce homelessness. ?? Community Development Financial Institutions (CDFI) Fund – Expands economic opportunities in underserved communities. ?? Minority Business Development Agency (MBDA) – Promotes the growth of minority-owned businesses. These cuts could reshape industries, communities, and economic mobility. ?? What do you think? How will these eliminations impact businesses and communities? Let’s discuss. ?? #Policy #Economy #Business #Leadership #EconomicDevelopment #Government

?? Government Shutdown: What It Means for Markets & the Economy ?? With a potential government shutdown looming on March 14th, many are wondering—how bad could it get? The good news: history suggests not as bad as the headlines might imply. ?? Market Impact: Shutdowns tend to create short-term volatility, but the S&P 500 has been flat on average during past shutdowns, with stocks rising 50% of the time. ?? Economic Effect: Each week of a shutdown shaves off 0.2% of GDP, mainly due to furloughed federal workers. The bigger hit? Contract workers lose about $2 billion per day, as they don’t receive retroactive pay. ?? Credit Rating Risk: Moody’s may downgrade U.S. debt due to ongoing political uncertainty, but the U.S. Treasury market remains the global benchmark for safe-haven assets. ?? Investor Takeaway: While a shutdown creates noise, markets have historically bounced back once the government reopens. Long-term economic fundamentals remain intact—but continued political dysfunction is something to watch. Let’s stay informed, not alarmed. Read the full assessment in the ROSE Business Forum - https://lnkd.in/db-g_RRZ #GovernmentShutdown #Markets #Economy #Investing

?? The CPA "Shortage" Isn't What You Think ?? Over the past two decades, many of the biggest names in accounting have been quietly offshoring key roles — and now even mid-sized and smaller firms are following suit. Why? To cut costs. But here's the cost no one is talking about: ? Stagnant salaries for early-career professionals ? A shrinking pipeline of future CPAs ? Eroding trust in the U.S. financial system America’s financial infrastructure is critical infrastructure. Trust in our financial reports and business advisory services is part of what makes the U.S. market the most respected in the world. At ROSE Financial Solutions, we’re taking a different approach: ? Investing in automation to keep accounting cost-effective while keeping sensitive financial work in the U.S. ?? Building a pipeline of future of trusted advisors who know how to guide U.S. businesses to success By 2030, most accounting processes will be automated. But the role of the trusted advisor? That’s not going offshore. Some things are too important to outsource — and America’s financial future is one of them. #Accounting #CPA #Finance #Automation #TrustedAdvisor #Leadership #FutureOfWork #USBusiness #ROSEFinancialSolutions