Insights & News.
Explore practical perspectives from Perrin & Co.’s advisory team and discover what external publications are reporting about our firm. Two distinct sources, one place to stay informed.
Follow Perrin & Co. on LinkedIn (opens in a new tab)In the News
External coverage of Perrin & Co. Read each story on the original publication’s website.
Perrin & Co. Launches Integrated Advisory Platform for Middle-Market Firms
Perrin & Co. Launches Integrated Advisory Platform for Middle-Market Companies
Perrin & Co. press release distributed by Business Wire, carried by Morningstar.
Perrin & Co. launches in Central California, bringing integrated financial advisory capabilities to middle-market companies
Branded content by Perrin & Co.
Subscription required on the publisher’s website.
Insights
Original thought leadership from Perrin & Co. on finance, accounting, capital, business performance, and technology—grounded in real-world executive experience.
Buying or Selling Middle-Market Commercial Real Estate in 2026
A more active transaction market is creating opportunity, but financing, cash flow and disciplined underwriting remain critical.
Middle-Market Financial Advisory: An Integrated Approach to Finance, Capital and Strategic Decisions
This article explains what that integrated approach looks like, why it matters specifically in the middle market, and how to tell whether your company needs it.
Middle-Market Credit Is Still Available. The Margin for Error Is Not.
Lending capacity is holding firm for quality collateral while defaults reach a record among smaller borrowers. What that divergence means for capital structure decisions heading into year-end.
What Lenders Evaluate When a Business Requests Additional Credit
A practical look at the financial performance, liquidity, reporting quality, collateral, and management considerations that influence a lender's decision.
How to Choose a Fractional CFO Firm: What Middle-Market Companies Should Evaluate
A practical framework for evaluating fractional CFO firms across mandate, operating experience, reporting, liquidity, technology, team depth, and commercial terms.
How to Choose an M&A and Transaction Advisory Firm
A practical framework for evaluating M&A and transaction advisors across diligence, modeling, deal readiness, financing, coordination, and integration.
How to Choose a Debt Advisory Firm: A Guide for Middle-Market Borrowers
A practical framework for evaluating borrower-side debt advisors across capital structure, lender process, credit analysis, conflicts, fees, and fit.
When Should a Company Engage a Financial Restructuring Advisor?
A practical guide to recognizing financial stress early, stabilizing liquidity, preparing for lender discussions, and selecting a restructuring advisor.
Preparing for a Productive Lender Negotiation
How organizations can improve reporting, clarify financing needs, anticipate lender concerns, and approach important credit discussions from a position of preparation.
When Growth Creates Financial Complexity
Rapid growth can strain liquidity, reporting, controls, staffing, and decision-making. This article explains the financial infrastructure organizations should strengthen as they scale.
Building Financial Reporting That Management and Lenders Can Trust
A practical framework for improving the timeliness, consistency, and usefulness of financial reporting.
Evaluating Expansion Beyond the Revenue Forecast
Market expansion requires more than projected sales. Leadership must also evaluate working capital, operating capacity, financing requirements, execution risk, and long-term returns.
Where Finance Teams Should Automate First
An overview of the repetitive reporting, reconciliation, data collection, and workflow processes that often present the strongest opportunities for automation.
Why Tax Planning Should Be Integrated With Business Strategy
Major decisions involving acquisitions, financing, ownership transitions, expansion, and capital investment should be evaluated with tax implications in mind from the beginning.
Month-End Close: Turning a Scramble Into a System
How a disciplined close calendar, standardized reconciliations, and clear ownership shorten the close and raise the reliability of every report that follows.
Internal Controls for Growing Companies: Where to Start
The handful of controls — segregation of duties, approval thresholds, and bank reconciliation discipline — that deliver the most protection for a growing private company.
Automation and the Finance Function: What Changes, What Doesn't
Automation is reshaping how finance teams collect, reconcile, and report — but judgment, controls, and the questions worth asking remain a human responsibility.
Building a Finance Technology Stack That Grows With the Business
A practical framework for sequencing finance technology decisions — core ledger first, integrations second, analytics last — so each investment compounds instead of competing.
Become a Subscriber.
Subscribing is complimentary — and unlocks the articles marked For Subscribers above, along with practical perspectives on financial leadership, lending, accounting, business performance, and technology.
Perrin & Co. will not sell or share subscriber information. Unsubscribe at any time.
Facing an Important Business Decision?
Connect with Perrin & Co. to discuss how experienced financial leadership can support your organization.