Helping privately held business owners build companies worth keeping — or worth selling
Tax Strategy | Business Valuation | Exit Planning | Long-Term Ownership Success
Behind The Return explores what happens beyond filing the tax return.
We discuss the financial, strategic and ownership decisions that shape
successful privately held companies — from growth through transition.
Editor’s Pick
Choosing between cash and accrual accounting can have a big impact on how you view the health of your business. While cash basis is simple and tracks money as it comes in and goes out, accrual accounting provides a fuller picture by matching income and expenses to when they’re earned or incurred. In this article, we’ll explore the strengths and drawbacks of each method, how they affect financial decision-making, and what business owners should consider when deciding which approach fits their goals.
Tax Strategy
Choosing between cash and accrual accounting can have a big impact on how you view the health of your business. While cash basis is simple and tracks money as it comes in and goes out, accrual accounting provides a fuller picture by matching income and expenses to when they’re earned or incurred. In this article, we’ll explore the strengths and drawbacks of each method, how they affect financial decision-making, and what business owners should consider when deciding which approach fits their goals.
Business Value
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End of the $800 De Minimis Rule: What Small Businesses Need to Know About Taxes, Costs & Planning
The end of the U.S. $800 de minimis rule means higher duties, more paperwork, and tighter cash flow for small business owners who rely on imports. While the policy was pitched as leveling the playing field, many small retailers, e-commerce sellers, and U.S. consumers will feel the squeeze first. Here’s what you need to know about the tax, accounting, and planning strategies to stay ahead.
Exit Planning
Choosing between cash and accrual accounting can have a big impact on how you view the health of your business. While cash basis is simple and tracks money as it comes in and goes out, accrual accounting provides a fuller picture by matching income and expenses to when they’re earned or incurred. In this article, we’ll explore the strengths and drawbacks of each method, how they affect financial decision-making, and what business owners should consider when deciding which approach fits their goals.
Leadership & Ownership
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Choosing the Right Bank for Your Business: What to Look For Beyond Free Checking
Not all business bank accounts are created equal. Learn what to look for beyond free checking - like cash flow tools, customer support, and business lending options - so you can choose the right bank to support your growth.
Who I Work With
Choosing between cash and accrual accounting can have a big impact on how you view the health of your business. While cash basis is simple and tracks money as it comes in and goes out, accrual accounting provides a fuller picture by matching income and expenses to when they’re earned or incurred. In this article, we’ll explore the strengths and drawbacks of each method, how they affect financial decision-making, and what business owners should consider when deciding which approach fits their goals.