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Gross Mendelsohn Blog

A resource to help business owners, nonprofit executives and high net worth families preserve wealth, grow and thrive.

AI & Data Security: How to Protect Your Business In an AI Driven World

Artificial intelligence tools exploded into the workplace almost overnight. What started as a novelty — typing a question into a chatbot — has quickly evolved into something much bigger: employees using AI to draft client communications, summarize...
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Redefining Finance With AI: What CFOs Should Know

The role of today’s CFO looks very different than it did a decade ago. Finance leaders have moved beyond number crunching to help set strategy and guide organizational growth. Now, the rise of generative AI (GenAI) is taking that transformation to the...
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How to Build a Strong Exit Strategy for Your Business’s Future

You’ve poured years — maybe decades — into building your business. But what happens when you’re ready to step away? That question was the focus of our recent webinar, Is Your Business Ready for What’s Next? Exit Planning for Business Owners, where our...
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Why Reconciled Financials Matter In Exit Planning — Long Before Selling

When business owners think about selling or transitioning their company, they often focus on timing, buyers and price. What’s easy to overlook is something far more fundamental: the condition of the financials. Clean, credible financial information...
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Estate Planning After the One Big Beautiful Bill: What You Need to Know

The One Big Beautiful Bill (OBBB) Act, enacted on July 4, 2025, brought significant and welcome changes to federal estate and gift tax rules. For many families, business owners and investors, these changes provide greater certainty, but they also shift...
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What Your Business Is Really Worth — and Why It Matters Long Before You Sell

Many business owners assume they’ll figure out what their business is worth when they’re ready to sell or retire. In reality, waiting until the last minute often leads to surprises — and missed opportunities. Understanding your business’s value isn’t...
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