Central banks aren’t cutting rates because inflation isn’t demand-driven. It’s being fueled by global supply shocks…
The Treasury ETF Tax Trap Most Investors Are Walking Right Into
Treasury ETFs may seem safe, but their tax treatment can reduce returns. Learn how hidden tax inefficiencies impact your portfolio.
Why Your Add-Backs Won’t Hold Up in Due Diligence
Add-backs can improve EBITDA on paper, but many fail during due diligence. Learn which adjustments buyers accept, what they challenge…
EBITDA, Multiples, and What Your Business Is Actually Worth to a Buyer
Many business owners assume revenue determines their company’s value, but buyers focus on EBITDA and risk.
BlackRock’s $12 Billion Bet on Retail Private Credit Is Hitting a Wall
BlackRock’s push to bring private credit to retail investors highlights the risks of illiquidity, valuation opacity, and fee drag.
The Hidden Financial Work That Happens Before You Ever Talk to a Buyer
Buyers evaluate your last three years, not just your growth story. Discover the structured financial preparation that builds credibility, increases multiples, and reduces friction during due diligence.
Why Buyers Don’t Care How Hard You Worked
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
Learn the key tax deductions, deadlines, and planning opportunities business owners should review before December 31.
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.