Buyers don’t pay for effort. They pay for predictable cash flow and reduced risk. Learn what really drives enterprise value.
How a Weaker US Dollar Affects Small Businesses and What You Can Do About It
The dollar is weakening here’s what that means for your pricing, imports, cash flow, and how to protect your margins moving forward.
Gold and Silver Prices Are Rising: What Investors Should Know About Taxes, Fees, and How You Hold These Assets
With gold and silver prices reaching new highs, many investors are revisiting positions they may have held for years. Others are considering precious metals for the first time as a hedge against inflation, geopolitical risk, and market volatility. While gold and silver can play a role in a diversified portfolio, the tax treatment and cost structure of these assets are often misunderstood.
A Year End Tax Planning Perspective for Business Owners
As the year closes, the right tax planning can protect cash flow and reduce next year’s tax burden. This guide walks business owners through essential steps to take before December 31.
A Business Owner’s Guide to Working Capital
Understanding how working capital moves through your business is essential for maintaining cash flow, funding growth, and avoiding financial stress. Here’s how to manage it proactively.
When Profit Isn’t Cash: Understanding the Hidden Gaps in Your Financials
Understanding why profit and cash flow don’t match is essential for business owners. Learn how accounting methods, depreciation, and tax strategy create confusion — and how to plan with clarity.
How Banks Evaluate Your Business for a Loan (and How to Make Sure You’re Ready)
When a business owner goes to the bank for financing, it’s not just about having a good story or a long relationship with the institution. Banks follow specific frameworks when reviewing loan applications, and understanding those frameworks can make all the difference in getting approved and securing favorable terms.
How to Choose the Right Banker To Help You Sell Your Business
Choosing the right banker or broker is one of the most important steps when selling your business. Here’s how to find an advisor who understands your goals, your industry, and your future and can help you get the best outcome.
Selling Real Estate? Here’s What You Need to Know About Taxes Before You Close
Selling real estate can trigger a variety of taxes, from capital gains to depreciation recapture. Learn how primary residence exclusions, long-term rates, and smart planning can help you reduce the tax hit before you close.
1031 Exchanges Explained: How to Defer Taxes on Real Estate Sales
A 1031 exchange is one of the most powerful tax strategies for real estate investors. By reinvesting profits from a property sale into another like-kind property, you can defer capital gains taxes, preserve more capital, and grow your portfolio faster.
Bill Clement
Bill is a Managing Partner of the firm and began his career in public accounting providing audit, tax, consulting, and other key services to privately-held manufacturing, construction, technology, and industrial companies.