Other people's research, our take.
We state the finding, explain what it means for an owner and link the original. These are third-party studies, not our client results.
- Lending
Online lenders keep gaining applicants, and borrowers keep noticing the fine print
The Federal Reserve's 2026 small business credit report shows full approvals at 42 percent and more applicants going to online lenders. Here is what it means for lenders and brokers.
Source: Federal Reserve Banks, March 3, 2026
- Finance professionals
Accountants want more advisory work. Data cleanup and staffing stand in the way
A 2026 Intuit survey of 725 accounting professionals, reported by CPA Practice Advisor, finds manual data cleanup is the top barrier to advisory work. Here is what it means for firm owners.
Source: CPA Practice Advisor, reporting on the Intuit QuickBooks survey, July 2, 2026
- Private equity
Private equity moves AI from pilots to the value creation plan
KPMG describes private equity firms moving AI from testing into operations and tying it to value creation plans. Here is what it means for sponsors and operating partners.
Source: KPMG LLP, from an interview in Private Equity International, 2026
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