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April 22, 2025

Beyond the Bottom Line: Creating Wealth That Transcends Your Business

Planning for Success: Business Exit Strategies and Wealth Management The most successful business owners understand that every journey eventually comes to an end. Whether through retirement, family succession, or a lucrative sale, exiting your busi…

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April 8, 2025

Relationship Banking: The Key to Successful Business Acquisitions

Navigating the Complex World of Small Business Administration (SBA) Lending The process of acquiring a business through SBA lending can often feel like scaling a barbed wire fence—challenging, potentially painful, but ultimately rewarding whe…

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March 24, 2025

Preserving Business Legacies When the Kids Won't Take Over

The landscape of mergers and acquisitions is constantly evolving, but one area that remains underserved is the small to mid-sized business market. In a recent episode of "Mergers, She Wrote," Kazem Harfouche, Managing Partner of Cedar Crest Capital,…

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