Exemplar Appoints Key New Addition to the Firm - David Loughran joining as Senior B2B Strategic Partnership Consultant Boston, MA | January 2023: Exemplar Companies, PBC, an integrated tax, law, strategy, and capital professional services firm, is pleased to announce...
NEWS
Social Commerce Platform Sagoon Engages Exemplar Companies as Strategic Partner to Raise Capital
Boston, MA | July 21, 2021: Exemplar Companies, PBC is proud to announce that Sagoon has engaged Exemplar Consulting, LLC as a strategic partner for their next phase of growth. Exemplar will serve as an exclusive partner for capital injection for Sagoon. Initial...
Exemplar Companies Launches Debt Capital Advisory Group, Continues to Expand Service Offerings
Boston, MA | February 2021: Exemplar Companies, PBC, an integrated tax, law, strategy, and capital professional services firm, announced that it has launched a Debt Capital Advisory Group which will be led by Katherine Brand, Managing Director of Strategy in Boston,...
Publications
5 Tax Planning Tips To Consider in 2023
Taxes are an important consideration when it comes to managing your finances. Being proactive with your tax planning can help you manage your obligation and put you in a better financial position for the future. Here are some tax planning tips you may be able to take...
Aligning Your Investments with Your Values
Are your investments aligned with your values? If not, you have the opportunity to join an increasing number of investors who are putting their money where their minds are. A recent study from Charles Schwab found that when making a financial decision, 69% of...
FTC Proposes Rule to Ban Non Compete Clauses: What Does This Mean for Employees and Employers?
FTC proposes a new rule that would ban non-competes in most situations; brings enforcement actions challenging non-competes as unfair methods of competition. On January 5, 2023 the Federal Trade Commission (FTC) proposed a new rule that would abolish employee...
2023 Inflation Adjustments: What Changes is the IRS Making?
2023 Inflation Adjustments: What Changes is the IRS Making? It’s no secret that Americans have been squeezed by the rising costs associated with high inflation for the better part of a year. The effects of persistent volatility and declining purchasing power can be...
An Introduction to Private Markets
An Introduction to Private Markets Retail investors often focus on more conventional asset classes like stocks, bonds, ETFs, and mutual funds, each of which is readily accessible to the public and considered highly liquid. However, the last few years have seen more...
Is Crypto Boosting the Rise of Renewable Energy?
Is Crypto Boosting the Rise of Renewable Energy? It may come as a surprise to some, but cryptocurrency, one of the most controversial energy consumers, is actually a key accelerator in the adoption of renewable energy. Crypto’s high demand for power has stimulated the...
2022: The Tax Tornado is Coming
2022: The Tax Tornado Is Coming From a financial/estate planner’s and estate attorneys’ point of view, Happy New Year and glad 2021 is behind us. While 2021 was a great year for consulting revenue, it left everybody paralyzed by the wealth destroying proposed...
4 Blockchain Trends for 2022
Few technologies have attracted more buzz and controversy than blockchain. The past year proved to transformative and booming with new trends and inventions in the blockchain world. Blockchain has taken over many industries and will likely continue to transform...
Let’s Explore Leadership Through the Dreaded “T” Word
“You manage machines and lead people.” Impacting words spoken to a doctoral student who was loving her organizational developmental course, and grateful it wasn’t stats. I carry those words close to me as I transitioned from a doctoral candidate, to graduate, to...
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