The Bonadio Group

Gather around the table – it’s time for Friendsgiving! ?????? Our Advisory and Consulting service line and our offices in New York City, Dallas, and the Philippines held a range of Friendsgiving and potluck events, bringing us together to reflect on what we’re thankful for. As always, we enjoyed spending quality time together as a team over delicious food! #ToBeGrateful #Thanksgiving #Friendsgiving #TeamBonding

For the last year, private fund advisors registered with the SEC have begun complying with strict requirements on quarterly reporting to investors. A key piece of these regulations is fairness or valuation opinions by a third-party. While not required, providing valuation opinions can offer advisers a competitive advantage by delivering clear, reliable assessments that facilitate informed decision-making. Learn more about these regulations and the essential role of valuation services from our Director, Michael Henrickson, ASA, ABV, CVA, CEIV, and Consulting Manager, Jake O'Donnell, CVA: https://ow.ly/WFK850UbVuQ #Valuation #PrivateEquity #PrivateFundAdviser #SEC

Congratulations to our own Eric Wang, CPA on being selected as a member of the New York Financial Educators Council (NYFEC) Advisory Board! Eric is known for his passion for supporting his community and peers with personal finance and tax-related matters. He plans to use his position to advocate for financial literacy education in the school system. Join us in congratulating Eric on this honor and read about his personal journey from EIN Presswire here: https://ow.ly/XTBk50UbV7v #FinancialLiteracy #Education #Finance #Tax #NYS

At FoxPointe Solutions, we understand that effective cybersecurity is about more than technical solutions – it’s about integrating expertise, structured processes, and the right technology to build a truly resilient security environment. ?? To support your organization in creating a security framework that is robust and adaptable, we offer vCISO services powered by KnowBe4, Cynomi, and Cavelo. Our partnership with these platforms empowers our clients to meet today’s challenges and prepare for the future. Learn more about our vCISO offerings from our own Brendan Horton: https://lnkd.in/ezkUYUEM #vCISO #Cybersecurity #Security #Technology

Many organizations have begun initial accounting under the leases (ASC 842) standard, but the work doesn’t stop there. ?? After adoption, you must make judgments and perform analyses on new and existing leases. Our team knows that navigating continuing policy elections, reviewing potential leases, and preparing journal entries and reviewing adequate disclosures can be time-consuming. We’re here to help you with accounting for leased assets and liabilities. Our Partner, Matthew Jensen, details ongoing challenges with leases and how we can support you here: https://ow.ly/cKSx50UbUtG #Leases #Accounting

Are you doing enough to prevent #fraud in your organization? I’m counting down my top tips for prevention this week: #2??! Internal audits are the second most effective means of discovering fraud according to the ACFE. The Bonadio Group offers a wide range of internal audit services from small, focused control assessments to acting as a completely outsourced internal audit department. Contact me here or via our website for more info: https://lnkd.in/eg8cQKmX

PCA and our team of partners are proud to support FeedMore WNY with a donation to help fuel their mission of providing dignity, hope, and a brighter future to our neighbors in need across Western New York. ?? EnergyMark, LLC – Gas, electric, & solar ?? Gallagher – Business & cyber insurance ?? The Bonadio Group – Accounting ?? Hover Networks, Inc. – Business phone service ?? PCA Technology Group – IT/technology solutions ?? JC Marketing Group, LLC – SEO & marketing ?? The Plan Room – Co-working space for the construction industry ?? The Construction Exchange of Buffalo & WNY- The largest construction association in WNY Through nutritious food, meaningful connections, and valuable skills training, FeedMore is truly making a difference. Together, we can make a lasting impact on our community! #WNY #GiveBack #HappyHolidays ?? ?? There's also still time to get involved with?Operation: Rock Out Hunger! You can donate supplies here:?https://lnkd.in/eu7wsgGR ?? Learn more about this initiative on 97 Rock Radio: https://lnkd.in/gYgvHE_F

For business owners exploring the possibility of selling their business, there are several factors to consider. According to our Partner, Jeffrey G. Lewis, CPA, three of these key considerations are determining go-to-market readiness, maximizing top value drivers, and timing. Learn about the details of each of these considerations to begin planning your exit strategy, whether it's one year or several years away: https://ow.ly/baG650UbUgj #Business #MiddleMarket #ExitStrategy #StrategicPlanning

?? Join us for an insightful journey from strategy to success! I'm excited to share that Bonadio is hosting an upcoming webinar: "From Strategy to Success: Harnessing Scenario and Impact Analysis for Better Decision-Making" ?? Date: December 10, 2024 ?? Time: 2pm ?? Where: Online In today's rapidly changing environment, organizations need tools to navigate uncertainty and optimize decision-making. This webinar will dive into scenario and impact analysis – essential strategies for understanding risks, forecasting outcomes, and aligning actions with your organization's goals. Whether you're leading a business, managing a nonprofit, or advising stakeholders, you'll gain practical insights into: ? Developing actionable strategies ? Using KPIs to enhance and monitor your strategic plan ? Driving better outcomes with data-informed decisions Don't miss this opportunity to elevate your strategic toolkit! ?? Register here: https://lnkd.in/gpp62v9Z Looking forward to seeing many of you there – let’s explore how to turn challenges into opportunities together! #Webinar #Strategy #DecisionMaking #ScenarioAnalysis #ImpactAnalysis #BonadioGroup

At TBG, giving season is year-round! ?? As part of our commitment to live out our Bonadio Purpose, we empower our People to give back to our communities through a variety of service opportunities. We’re currently holding our third annual “The Big Give” event, which empowers our team to volunteer at nonprofits of their choice. For each hour of volunteer work completed, the nonprofit receives a cash grant from the Bonadio Foundation! Outside of this initiative, our Community Committee leads giving opportunities in each of our regions throughout the year. And we encourage our People to take advantage of our time-off policies to support the causes they’re passionate about. Learn more about our mission To Be Giving and our year-round impact in this blog: https://ow.ly/G5AP50UbTkM #ToBeGiving #ToBeGenerous #BonadioPurpose #Community #Volunteer