Susan Mangiero

Navigate the complexities of business exit planning. Explore strategies, valuation tips and expert advice to maximize your return and ensure a seamless transition for your customers, staff and yourself.

Judging by recent headlines about law firm mergers and acquisitions, legal consultants must be on speed dial.
In September, Ballard Spahr and Lane Powell announced their agreement to combine, effective Jan. 1. Troutman Pepper and Locke Lord also agreed to merge at the start of the new year. Lathrop GPM and Hopkins Carley combined in October. A July analysis done by Fairfax Associates, a professional services consulting firm, counted 29 mergers completed in the first six months of 2024.
The re...

Risk. It’s a tiny word for a critical investment concept, one that necessarily merits ample discussion by advisors with their clients. Unfortunately, evidence suggests this may not be happening evenly across the advisory industry. In this article, four experts offer actionable tips for financial advisors to talk about different kinds of risks more effectively with their clients.

A CFO’s motivation to depart from their leadership role varies, and leaves a void that can be difficult to fill. Adequate preparation is the answer.

The Mind Body Approach to Retirement: Determining when to retire and how to extend health span, once retired, requires careful planning and the ability to assess specific goals you want to achieve.

CFOs have dozens of issues to worry about, not the least of which is being able to project future earnings with confidence. Conducting this task is not simple since a key model input — taxes — is anyone’s guess right now in terms of rules, rates, and recissions. While it would be nice to avoid the garbage in, garbage out disaster of flawed assumptions, it is a veritable Rubik’s Cube to correctly forecast which political priorities will prevail in November.
Grappling with the uncertainty of fe...

CFOs understand the adage that the only constant is change. Taxes are no exception. Finance chiefs at companies of all sizes are fast realizing the need to allocate more resources to comply with efforts by policymakers and politicians to equalize worldwide tax rates and ensure that companies pay a minimum amount of taxes. CFOs will have to incorporate tax analysis as part of their strategic decision-making or find themselves dealing with unexpected financial and operational outcomes.
A spate ...

Investors have been losing their money to scammers since ancient times, but the scale and the cost of investment fraud has only grown in a digital age that has made it easier for fraudsters to steal hard-earned savings. In "A Bad Return On Your Money," published in the Nov/Dec 2023 issue of FRAUD Magazine, Dr. Susan Mangiero, CFA explores several types of investment fraud and cautionary red flags to consider. Susan is a Certified Fraud Examiner. She has provided expert witness testimony about multiple investment matters.

Nova Credit announced a partnership with HUGS that targets housing opportunities for students in San Diego. As is well known, consumers without a credit history often have to overcome a number of hurdles when it comes to finding housing. This article examines a financial technology solution to help students with no or little credit history.

"5 Tips for Creating Great Content from a Journalist-Turned-Marketer" offers best practices for creating effective marketing content.