Insights

Our subject matter experts provide insights on a broad range of topics, including regulatory compliance updates, the impact of emerging technologies, transaction considerations, and more, helping you stay ahead in an evolving business landscape.

PE, Private Equity, Private Equity Services

6 Value Creation Trends in Middle Market Private Equity

Lower-middle market private equity firms are evolving their approach to value creation, shifting away from financial engineering toward operational excellence and targeted technology enablement. This Insight highlights how PE firms are driving sustainable returns by streamlining operations, adopting the right technologies, relying on value-creation partners, and strategically repositioning portfolio companies to maximize exit value in today’s competitive environment.

AI, Artificial Intelligence, Salesforce, Wealth Management

Demystifying AI for Wealth Management: From Talk to Action

AI is transforming wealth management, but getting started is the hardest part for many smaller firms. This Insight outlines a practical roadmap to AI readiness, focusing on data quality, executive buy-in, and smart governance. Learn why starting small with clear use cases, such as automating client summaries and advisor emails, can yield big impact. Discover how a rapid proof-of-value sprint can de-risk decisions and build confidence to scale AI strategically.

Accounts Receivable, Business Transformation, Order-to-Cash

6 Ways Companies Sabotage Their AR Efforts

Do you have a hidden cash problem? Regardless of size, many companies struggle with ineffective collections due to internal process breakdowns, not bad customers. From misaligned systems to invoice delivery failures, these problems can keep cash trapped in receivables. Learn how SolomonEdwards helped a global manufacturer recover over $80M by optimizing their OTC process—and how your organization can do the same.

Business Combinations, Lease Accounting, M&A, M&A Readiness, Private Equity Services

Understanding Treatment of Acquired Leases

Lease accounting can become a hidden complexity in M&A—particularly when acquirers and acquirees have differing lease policies under ASC 842. From policy misalignments to classification and component challenges, these discrepancies can delay reporting and compliance. This article outlines why lease due diligence should start early, and how SolomonEdwards helps organizations align practices and avoid surprises.

Banking & Financial, Governance Risk & Compliance (GRC), PMO Design & Deployment, Project Management Office (PMO)

Strengthening Governance & Change Management in ePMO and Technology Steering

As financial institutions embrace digital transformation, regulators are heightening expectations around governance frameworks—particularly for change management and enterprise project oversight. Discover how integrating change protocols into enterprise risk structures and aligning governance with business objectives can ensure regulatory compliance, enhance agility, and strengthen stakeholder confidence.

Debt Exchange, FASB, Private Equity Services, Technical Accounting

FASB Proposes Simpler Accounting for Debt Exchanges—What You Need to Know

Companies that routinely engage in debt refinancing should keep a close eye on a proposed update from FASB that could simplify the accounting treatment of debt exchanges. The update aims to reduce ambiguity around when to apply modification vs. extinguishment accounting, offering more clarity and potentially easing audit burdens. Learn what’s changing and how it could affect your refinancing strategy.