Insights
Practical reading for
owner decisions
Tax, accounting, and transition guidance written for owner-led companies in Idaho and Utah.
Ready to Hire? Make Sure Your Monthly Numbers Can Answer These Questions
A healthy profit does not answer every hiring question. Connect the current books, cash calendar, and assumptions behind the new role before making an offer.
View DetailsYear-End Tax Planning Ideas for Contractors
Contractors: starting year-end tax planning now leaves time to act. Bonus depreciation, Sec. 179, the QBI deduction, and R&E expensing for 2026.
View DetailsWorking Capital Adjustments in Manufacturing M&A Deals
Working capital pegs can swing a manufacturing sale by seven figures. Learn how the calculation works and where value quietly disappears.
View DetailsWhen to Outsource Medical Billing: A Financial Breakeven
In-house or outsourced billing? The answer depends on volume, denial rate, and the real cost stack. Here is how to run the breakeven.
View DetailsWeather-Related Livestock Sale Deferrals: What Idaho and Utah Ranchers Need to Know
Drought forced you to sell cattle earlier than planned. Or a wet spring collapsed pasture and you moved animals off the ranch to protect the ones you...
View DetailsPost-Wayfair Sales Tax Compliance for E-Commerce Retailers
Wayfair created economic nexus in 45 states. See the thresholds, marketplace rules, and when e-commerce retailers must register.
View DetailsValuing a Retail Business: Beyond Revenue Multiples
Retail valuation needs SDE, EBITDA, and lease-value adjustments. Learn the methods and the levers that raise or lower a retail sale price.
View DetailsValuing an Operating Farm vs. Bare Farmland
The same 640 acres can be worth two very different numbers. Here's the difference between valuing the dirt and valuing the whole operation running on it.
View DetailsHow to Value a Manufacturing Business: EBITDA Multiples
EBITDA multiples set the price on most manufacturing deals. Learn current bands, add-back adjustments, and what a quality of earnings will find.
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