If you are an accountant or financial advisor, it’s a busy time of year for you as clients work on filing their tax returns. While this makes for good accounts receivable for the next few months, what are you doing to provide year-round value to your clients? For accountants and CPAs, as well as bankers and financial planners, one area...

One of the fascinating things about working for Vertical IQ is learning about the structures of industries and why they have evolved that way. At the heart of what we analyze are the numerous facets that drive revenue—and factors that make businesses within that sector succeed or fail. Indeed, it’s every advisor’s job to understand how...