Herbein + Company, Inc.

In M&A, certainty is an illusion. No matter how thorough the due diligence, the true success of a deal isn’t known until integration begins. In this blog, Gary Kustis shares actionable strategies to navigate the M&A paradox, including: - Accepting uncertainty—overconfidence can be costly. - Prioritizing post-merger integration. - Monitoring employee and customer sentiment. The best leaders prepare for both outcomes. Are you ready to open the box? Read more: https://hubs.ly/Q03fKKbs0

We're #hiring a new Business Enterprise (Small Business) Supervisor in Greater Pittsburgh Region. Apply today or share this post with your network.

We are pleased to share the Q1 2025 Market Update, prepared by Herbein Financial Group investment advisor Matthew Kline. This edition covers key market developments, including: -Market volatility driven by geopolitical events, new tariffs, and shifting economic policies -A projected GDP contraction for Q1 2025, rising layoffs, and fiscal policy impacts on market confidence -Portfolio strategies focused on diversification, buffered equity, and enhanced dividend income to navigate uncertainty Stay informed on these critical trends and learn how strategic adjustments can help mitigate risks. Download the full report today. https://hubs.ly/Q03fxSwh0 #MarketUpdate #Investing #WealthManagement #FinancialPlanning #HerbeinFinancialGroup

Ashley Blessing, CPA, Gary Kustis, Corey Robinson, CVA®, and Kristin Smith, recently attended the National Association of Residential Property Managers (NARPM) Broker/Owner Conference in Colorado Springs where they presented on Key Elements for a Successful Business Exit. It was a great week of powerful education and meaningingful networking opportunities. Thank you to everyone who attended and everyone who stopped by our booth! If you would like to learn more about our our exiting planning, business valuation, or talent solution services, contact us today.

We pride ourselves on providing accessible, expert financial services tailored to businesses of all sizes. As Irish Creek shares, our team’s expertise and commitment to provide support ensure that we can help companies grow with confidence, both now and in the future. 👉 To learn more about Irish Creek's services and how they grew their business, head to their website: https://hubs.ly/Q03dtfhl0 #BusinessEnterprise #ClientSuccess

Our advisory team members, Phillip Wholaver and Jack Kostrab enjoyed their time at the The Pennsylvania / Delaware Chapter of The ESOP Association 2025 Spring Conference! Two days full of educational sessions and meaningful networking opportunities. It was great connecting with everyone who stopped by the booth!

New update on the Corporate Transparency Act: FinCEN has issued an interim rule removing BOI reporting requirements for U.S. companies, while foreign entities must still comply with reporting deadlines. Read the full update in detail here: https://hubs.ly/Q03dz7lb0 #CorporateTransparencyAct #FinCEN

In today’s fast-paced business climate, financial leadership is key to navigating growth and uncertainty. However, a full-time CFO isn’t always necessary. Outsourced CFO services offer a cost-effective solution with expert guidance without the overhead of a permanent hire—but how do you know if it's right for your company? Check out our newest edition of our Herbein Insights Newsletter to explore the dynamics, benefits, and insights of hiring an Outsourced CFO. #OnDemandServices #OutsourcedCFOs #CFOs

Pleased to announce that Linda Himeback has been named to the prestigious 2025 Lehigh Valley Business Power 100 list! This exclusive annual recognition highlights the most influential leaders shaping our communities and enhancing quality of life in the Lehigh Valley region. The list features prominent figures from law, finance, education, government, healthcare, business, and nonprofit sectors. Linda's dedication and expertise truly exemplifies the highest standards of professionalism and community involvement. Her influence and unwavering commitment to the Lehigh Valley continue to make a meaningful difference every day. Please join us in congratulating Linda on this well-deserved honor! #herbein #lehighvalleybusiness #power100

Cybercriminals are getting smarter—are you prepared? In this episode of The Herbein Conversation's Fraud Fighters series, host Debbi Fetter Partner and Managing Director, and Jeff Johns Jr., CISA, CRISC, CDPSE, Partner, break down the growing threat of Business Email Compromise (BEC). They uncover how scammers manipulate employees, real-world cases with staggering financial losses, and key strategies to protect your business. Listen now: https://hubs.ly/Q03dj1KD0 #FraudFighters #BEC #TheHerbeinConversationPodcast #FraudPrevention #RiskMitigation