Privately Owned Businesses

The "Privately Owned Businesses" category provides insights for owners navigating growth, succession, and financial strategy. Topics include tax planning, funding, and risk management. Our goal is to help entrepreneurs make informed decisions to strengthen and preserve their business.

Relocating? How to Avoid the Multi-State Tax Trap That Costs Business Owners Thousands

Thinking of relocating your business? Learn how to avoid the multi-state tax trap that can...

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Bill Clement

4 Tips for Navigating Earn-Outs in a Business Sale

Discover 4 essential tips for navigating earn-outs in a business sale. Learn how to structure...

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Bill Clement

5 Ways to Pay Less Taxes When Selling Your Business

Learn five tax-saving strategies to reduce your tax liability when selling your business. Discover how...

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Bill Clement

Symbolic image of the Scales of Justice balancing a military contract and a stopwatch, representing the impact of an executive order on DoD small business contractors.

Executive Order Impact: Key Concerns for Small Business DoD Contractors

President Trump signed a new executive order on February 26, 2025, implementing significant reforms to...

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Bill Clement

A financial advisor discussing tax planning strategies with a business owner in a modern office. A laptop screen displays tax reduction charts and financial growth projections.

Massive Tax Cuts Coming in 2025? What Business Owners and Investors Need to Know Now

Breaking Tax News: A new House budget plan could deliver the biggest tax breaks in...

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Bill Clement

The 6 Types of Buyers You Need to Know Before Selling Your Business

One of the most critical factors in achieving a successful sale is understanding who your...

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Bill Clement

How to Survive Due Diligence Without Breaking a Sweat

How to Survive Due Diligence Without Breaking a Sweat

Selling your business is an exciting journey, but there’s one phase that can make even...

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Bill Clement

Business owner reviewing financial reports and valuation charts on a laptop, with investment bankers and financial advisors discussing strategy in a modern office setting.

Become an Expert in Business Valuation in Less Than 10 Minutes

Selling your business is one of the most significant financial transactions of your life. Whether...

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Bill Clement

Cash Flow – Plan Ahead, Stay Informed!

For owners and entrepreneurs, careful business planning is a required skillset that takes repetition and...

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Bill Clement

March 15th Deadline and Deductibility of Accrued Compensation

As we approach the March 15th filing deadline for S Corporations and Partnerships, a friendly...

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Shaun DaCunha

The Role of a CPA in the Business Sale

Selling a business is a big deal, it's like getting married, you want to make...

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Bill Clement

The Importance of Tracking Cost Basis in Real Estate Investments

Real estate investing can be a great way to build wealth over time. Having accurate...

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Shaun DaCunha

The Benefits of Cloud-Based Accounting Systems

Given the pace at which business is moving in today’s world, it's more important than...

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Bill Clement

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Happy Veteran's Day and thank you to our brave servicemembers!

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Southcoast Financial Partners

Cash and Accrual Accounting – Which is right for you?

You may be surprised to learn that the language of accounting is diverse for small...

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Bill Clement

Defense Conference

2022 Defense Innovation Days

We are proud to be part of the 2022 Defense Innovation Days conference in Newport,...

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Bill Clement

Protect Yourself from Unpredictable Supply Chain

Global supply chain is rapidly changing - it is a very unusual time in history,...

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Southcoast Financial Partners

How is inflation impacting my business valuation? 3 Considerations for Business Owners

This year the U.S. is experiencing record-high inflation due to several significant global economic and...

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Southcoast Financial Partners

4 Considerations when Forecasting with Inflation

For most businesses, the process of creating a dynamic financial forecast is challenging and often...

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Southcoast Financial Partners