Insights | Blog
IMF Economic Outlook for the U.S.
Recently, the International Monetary Fund (IMF) released its preliminary findings regarding its economic outlook for the U.S.1 The IMF notes that the unprecedented fiscal and monetary support, combined with the receding COVID-19 case numbers, should provide a substantial boost to… Continue Reading
Forefront 2020 – Issue 2
COVID-19. The ability to achieve success is the ability to timely act in a changing environment. Many crises create opportunity. While those opportunities are not easily seen by people that focus solely on the crisis, those entrepreneurs who critically think… Continue Reading
Gifting shares of privately-held stock
The U.S. economy officially entered into a recession in February. The unemployment rate is the highest that we have seen since the Great Depression, and the Federal Reserve has warned of an “extraordinarily uncertain path to recovery” with a fragile… Continue Reading
To be forewarned is to be forearmed
Forefront 2020 – Issue 1
“To be, or not to be; that is the question. Whether ’tis nobler in the mind to suffer the slings and arrows of outrageous fortune or to take arms against a sea of troubles.” While Shakespeare’s soliloquy wasn’t thinking of… Continue Reading
20 Years in 2020
O’Keefe is thankful to be celebrating 20 years in 2020. 20 years and counting of complete dedication and providing hope ans strategies to the business community when outcomes are uncertain and problems seem insurmountable. We thank our many clients and… Continue Reading
Forefront 2019 – Issue 3
We live in the age of disruption. How we acquire goods and services, communicate with others and how we live changes every day. Millenials have figured out utility is more important than ownership. The largest retailer owns very little brick… Continue Reading
Navigating Technology Disruptors – A Forum Discussion
Entrepreneurs face many technological challenges including managing proprietary data, implementing best practices for cybersecurity, and positioning corporate strategy for industry disruptors. Please join O’Keefe and our panel of dynamic entrepreneurs as they discuss Navigating Technology Disruptors. Lori Blaker – President… Continue Reading
Forefront 2019 – Issue 2
There are many disruptors in our lives which we witness every day. The way goods and services are delivered to consumers in addition to the value of gathering information to make decisions are a few of the phenomenons in today’s… Continue Reading
4 Key Points from our 7th Annual Middle Market Forum
The middle market remains active and (relatively) optimistic. 57% of respondents expected modest growth in the Middle Market in the year to come, while 32% believed in a neutral outcome. Consistent with 2018, 80% of responded their company or their… Continue Reading