Case Study: Fair Market Value Analysis of Cardiology Practice Enables Successful PSA/PLA Renegotiation and Margin Improvement

By Whitney Irish

Learn how Withum helped a leading health system successfully implement updated professional service agreements, achieve a 35% margin improvement, and significantly improve alignment with organizational goals. Download a PDF of this case study Executive Summary Withum was engaged by the CFO of a leading health system in the northeast (the “System”) to provide insight and…

Valuing Data: Its Impact on M&A and Financial Statements

By Allison Katz

In the modern economy, data is often described as “the new oil,” but how do you measure the value of a digital asset that doesn’t appear on the balance sheet? From healthcare algorithms to customer behavior datasets, proprietary data is driving deal premiums and intellectual property strategies across sectors. However, many businesses struggle to articulate,…

Unlocking R&D Tax Credits

By Allison Katz

Unlocking R&D Tax Credits is a two-part mini series designed to help food, beverage and consumer product companies understand how the R&D tax credit works — and how to claim it with confidence.

Behind the Numbers: How Expert Due Diligence Drives Confident Decisions and Protects Your Interests

By Allison Katz

In today’s fast-paced and interconnected business environment, the greatest enemy of knowledge is not ignorance; it’s the illusion of knowledge. As an investigator with decades of experience in law enforcement, legal practice, and corporate investigations, I have seen firsthand how hidden risks can undermine even the most promising ventures. For attorneys and business leaders, the…

Navigating an IRS Audit: Preserving Attorney-Client Privilege and Ensuring Compliance 

By Ruby Castaneda

When an attorney’s client receives an IRS audit notice, the process can feel overwhelming. It is essential to act strategically to protect attorney-client privilege while meeting all compliance requirements. Failure to do so can result in serious legal and ethical consequences. Below are key considerations for navigating this process effectively. Key Considerations Start by supplying…

DCAA Audit Update: Key Insights and Developments

By Ruby Castaneda

In the ever-evolving landscape of government contracting, staying abreast of the latest trends and developments in DCAA audits is crucial for contractors. The key insights and changes in DCAA audit practices highlight the importance of understanding acceptable contractor business systems, the role of AI in audits, and best practices for ensuring compliance. By prioritizing documentation…

Withum’s 2026 State of the Firm Celebrates Growth

By Ruby Castaneda

In 2025, Withum strategically expanded into three new markets—Houston, Chicago and Western New York—deepening its regional presence, broadening its service offerings and strengthening team expertise across the Firm. “As we navigated a year defined by disruption from AI acceleration, evolving private equity landscapes and an ongoing war for talent, our growth has come from staying true to who…

Impact of the US 100% Tariff Threat on Canadian Imports Brings Increased Uncertainty for Middle-Market Industrial Companies

By Allison Katz

The recent warning that our U.S. Administration may impose a 100% tariff on all Canadian imports if Canada moves forward with its developing trade arrangement with China has put North American supply chains on alert. Though the situation is still unfolding, this is yet another reason for global trade uncertainty, with the implications for middle-market…

How to Prepare Your SportsTech Company for a Financial Audit

By Allison Katz

As your SportsTech business grows, financial transparency is key. Whether you’re getting ready for an audit, planning an acquisition, or considering an IPO, it’s important to have strong financial systems. We’ve created an Audit Readiness Checklist for SportsTech Finance Teams to help guide you through every stage of growth. Audit Readiness Checklist for SportsTech Finance…