SolomonEdwards

Introducing PULSE: your monthly source for expert insights and solutions For 25 years, SolomonEdwards has been solving common and complex business problems for some of the world’s most prestigious companies. Now, we’re bringing that same depth of expertise straight to your inbox. Subscribe now to stay informed: https://bit.ly/3YJ3RpF #B2BInsights #SolomonEdwardsPulse

Need to restore finance stability after leadership turnover? Read the full success story to learn how we helped this private equity-backed company find better ways to work and rebuild accounting operations: https://bit.ly/40LucEq #PrivateEquity #FinanceTransformation #InterimLeadership #AccountingSupport #OperationalStability

“It will take investment advisors some time to catch up.” Financial Crimes Partner, Jon Glass, shares his insights on the GENIUS Act in The Daily Upside, spotlighting how this new stablecoin legislation is pushing advisors to quickly get up to speed on what’s regulated and what isn’t. #Stablecoins #GENIUSAct

Our Private Equity Services team is looking forward to representing us at ACG Philadelphia’s #MAEast2025 Matt Pencek Zach Baumstein

After a quiet stretch, the IPO market is heating up, with listings up 80% year-over-year. But a successful IPO doesn’t start with filing an S-1. It starts with a clear-eyed look at your people, processes and financial infrastructure. If going public is on your radar, John A. Schroeder outlines 7 critical questions CFOs and controllers should be asking now to avoid delays and prepare for success. From audit-ready financials to talent gaps and governance readiness, read the full checklist here: https://lnkd.in/eWEDTWV6 #IPO #IPOReadiness #CFO #Controllers

We rebuilt a claims platform in just five months—half the cost, full scale. Read the full success story to learn how we helped this healthcare company find better ways to work and drive 25X profitability: https://bit.ly/4kYlzxk #ClaimsTransformation #Salesforce #HealthcareTech #OperationalScalability #FinancialEnablement

AR is always directly impacted by the quality of your customer master data. That’s why it’s one of the first areas we evaluate in a portfolio diagnostic, as gaps upstream often create significant downstream issues in cash flow and accounting. Once you identify the root cause, you can properly remediate with processes that create sustainable results. To learn more, download the recap from Caroline Sherman Perez’s recent session on “The Domino Effect: How Poor Customer Setup Derails AR Operations”: https://lnkd.in/dAzZhSZZ #AR #AccountsReceivable #MasterData #ARPortfolio

The GENIUS Act just reshaped the regulatory landscape for crypto, opening new doors for innovation. While large institutions face hurdles to adoption, those same factors give community and midsized banks a natural advantage. Explore the key steps that will allow smaller banks to lead the next phase of digital asset adoption in this Insight from Meredith Rousseau: https://lnkd.in/dWPZJPXF #Crypto #Cryptocurrency #Banking #Compliance #GENIUSAct #CommunityBanks #Stablecoin

With ever-evolving regulations and a growing need to modernize, banks and financial institutions need more than just advice—they need trusted partners who deliver strategy, execution and advocate for the technologies that will drive growth. That’s why we’re enhancing our BFS leadership with the promotion of Carissa Robb to Managing Partner! Since joining SolomonEdwards, Carissa has been a catalyst for change, playing a key role in integrating key acquisitions and building deep subject-matter expertise across the firm. In her new role, she’ll help shape our vision for the future and continue enhancing the innovative solutions that meet our client’s ongoing needs. Learn more about this exciting promotion: https://lnkd.in/etEv6YJc

ICYMI: The Treasury Department has delayed the AML rule for Registered Investment Advisors by two years, pushing the deadline to January 1, 2028. While the extension gives RIAs more time, the risks and vulnerabilities to the wealth management industry remain high. In Citywire RIA, our BFS partner Carissa Robb called the move “the right one” but warned that firms can’t afford to wait: “The extension doesn’t surprise me at all…but it’s critical that RIAs don’t take their foot off the gas. Education, training, leadership, and data governance remain heavy lifts that require proactive attention today.” At SolomonEdwards, we work with wealth managers and financial institutions to strengthen AML frameworks, assess exposure, and build scalable programs that go beyond regulatory checklists. Read more from Carissa in the full article: https://lnkd.in/gn4Np4CG #FinancialCrimes #AML #Compliance #RIA #WealthManagement