Withum Sounding Board

In this episode, Lena Combs and Joey Masters , Senior Partner at The Baldwin Group, discuss the evolving insurance market for hospitality businesses and strategies for managing its challenges and increasing expenses.

Liz Graham , CEO of Ada IQ, sits down with Cutty Thomas for a dynamic conversation on her unique career path from corporate law to the helm of an innovative tech company. Liz shares her personal insights on navigating leadership transformation, the realities of scaling in the startup world and how Ada IQ is embracing AI.

Host Cutty Thomas sits down with Juergen Horn , Founder and President of Invetx, a biotech company pioneering protein-based therapeutics for animal health. A former practicing veterinarian, Juergen shares lessons from his journey to biotech innovator, exploring the critical role finance plays in the fast-paced biotech sector. He discusses the financial decisions that shape early-stage growth, the...

Join Withum’s Cutty Thomas as he chats with Chris Pike , Special Partner at Advent International, about private equity’s role in driving business transformation. Chris shares how CFOs can align with investor goals and lead through change. This episode also dives into the personal side of leadership — the value of volunteering, giving back and building a culture within your organization. Tune in fo...

In this episode of Lodging Insights and Innovations, Lena Combs and Andrew Guy , CEO of FD Intelligence, discuss how hospitality companies can use automation to save time and resources, and increase profitability. 

Mike Troiano , Partner at G20 Ventures, joins Withum’s Cutty Thomas for our next episode. As a seasoned branding expert, Mike talks to the critical connection between finance and go-to-market (GTM) strategy in high-growth companies. He shares insights from his venture capital journey, offering practical advice on aligning financial strategy with GTM objectives – and leveraging storytelling to driv...

Join Withum’s Cutty Thomas as he speaks with Jeff Troderman , CFO at Invetx, an innovative company transforming biopharmaceuticals for animal health, about navigating the financial challenges of venture capital-backed companies. Jeff shares insights on balancing research investments with G&A expenses, maintaining accurate financial records and gaining investor trust. Tune in for practical advi...

Join Withum’s Cutty Thomas in the inaugural episode of our new podcast series. He welcomes Jim Kelliher, a seasoned CFO with over 25 years of experience in the startup world. As a current angel investor and financial consultant, Jim shares his journey and expertise on scaling businesses, financial strategies and the evolving role of CFOs.

In our latest episode, Aaron Slaughter sits down with Stephanie Fitzgerald and David Healy from Withum’s Systems and Process Assurance Services team. Join us as Stephanie and David explore the essentials of internal controls, their importance, and how to streamline manual processes. They also share client success stories that highlight the impact of efficient internal processes.

Real estate valuations and hotel businesses go hand in hand. Join Lena Combs and Zack Smith , Team Leader of Withum’s Real Estate Valuation Services Team as they discuss the nuances related to valuating a hotel business and how they are affected by changes in the market.

In this episode, Val Orekhov , Market Leader of Withum’s Digital Workplace and AI Solutions Team, and Ashleigh Hall , Partner in Withum’s Multiemployer Benefit Plans and Labor Unions Services Teams, delve into the captivating world of artificial intelligence. They demystify AI, explore its functionality, and share real-world examples of how AI can be used as a tool to improve productivity and not...

In this episode of Lodging Insights and Innovations, Lena Combs and Brian McIntyre , Market Leader of Corporate Valuation and SBA Loan Valuations, shed light on the importance of business valuations and the impact they can have in a unique industry like hospitality.

Join Lena Combs and Ken DeGraw , Partner in Withum's Forensic and Valuation Services Group as they discuss financially distressed properties and the strategic options for moving forward as the owner.

Join Lena Combs and Martin Harski , Principal and Group Leader of the Cost Segregation team as they dive into an invaluable tax savings tool known as a cost segregation study. Learn how these studies are used to increase cash flow, accelerate depreciation deductions, and defer federal and state income taxes.

Colleen Fay , tax partner at Withum, was invited to participate in a recent PEI Spotlight podcast, where she shared invaluable insights on the profound impact of artificial intelligence in finance. Tune in to listen how Colleen leverages AI to elevate productivity, precision, and strategic decision-making in the realm of alternative investments.

In episode 5 of Demystifying Private Equity and Transactions With Physician Practices, Steve and Sidney reflect on what they have each seen over the past year and their predictions for next year. They also discuss deal volume and if it is going to change, go away, or continue at the pace we've seen it happening.

Artificial intelligence is all the rage right now in business. In this episode, Lena Combs and Daniel Cohen-Dumani , Partner and Market Leader, Digital Workplace Solutions, discuss how AI has erupted onto the scene in many industries and how this advancement in technology can be applied in ways to benefit the hospitality industry.

In episode 4 of Demystifying Private Equity and Transactions With Physician Practices, Steve and Sidney take a deeper look into the financial aspects of a deal. take a deeper look into the financial aspects of a deal. Some discussion points include preparing your practice for a transaction and what to expect while going through the process.

Withum’s Jason Edwards joins the Union Ledger podcast to discuss all things 3rd party accounting. Tune in to hear about the benefits of 3rd party accounting experienced by our clients including increased efficiency, improved transparency, and potential cost savings.

In our third episode of Demystifying Private Equity Transactions With Physician Practices, Steve and Sidney dive into the impacts of operations on a deal.

New law firm partners are certainly well-prepared for this prestigious promotion in their careers; however, many are unaware of the impending changes to their financial lives due to new tax protocols for their earnings. Join Hal Margolit , Natalie Chance and Nisha Bhanushali of Withum’s Law Firm Services team as they discuss the tax and financial considerations for new law firm partners and shareh...

Steve Brady , Market Leader of Transaction Advisory at Withum and Sidney Welch , Partner in the Healthcare Practice at Bradley,  discuss the financial considerations of private equity deals that physician practices should think about.

Steve Brady , Market Leader of Transaction Advisory at Withum and Sidney Welch , Partner in the Healthcare Practice at Bradley,  weigh in on the issues that can go wrong with deals within physician practices and private equity investments.

The Philadelphia technology startup ecosystem is experiencing remarkable growth, fostering a vibrant community of innovative companies striving for success. To support these startups in achieving their goals, external services play a crucial role. In an enlightening conversation, Withum’s David Hansell and Cassie Tate , Founder of Way FWD Strategy, delve into Cassie's career in the tech and h...

In this episode, Lena Combs and Jeanette Jordan , Partner in Withum’s Transaction Advisory group, discuss the current hospitality M&A landscape and share their insights on best practices for due diligence and navigating the process to a successful deal.