Insights

Practical reading for
owner decisions

Tax, accounting, and transition guidance written for owner-led companies in Idaho and Utah.

  • Business

    Buyer or Seller: The Question Every Utah Business Owner Must Answer Before 2027

    Utah is a land of builders—entrepreneurs who move fast, think sharp, and refuse to wait for permission. But here’s the truth the market doesn’t like to say out…

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  • Construction

    Contractors: How’s your succession plan coming along?

    A 2024 survey conducted by consultancy FMI in partnership with the Construction Financial Management Association found that 58% of contractors who responded didn’t have an “ownership transition plan”…

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  • Blog

    How to Value a Construction Company

    Valuing a construction company Valuing a construction company requires a careful look at its financial strength, business operations, and long-term potential. Because construction businesses often deal with fluctuating…

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  • Blog

    How to Value a Business for Divorce

    Valuing a business Divorce can be a complex and emotional process, especially when a business is involved. Determining the value of a business is essential for fairly dividing…

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  • Blog

    Cost Reporting in Construction

    Cost Reporting In the construction industry, keeping projects on budget is just as important as completing them on time. With multiple stakeholders, changing site conditions, and unexpected expenses,…

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  • Business

    What Are Fractional CFO Services?

    A fractional CFO is an experienced chief financial officer who works for your business part time, on a retainer or a set schedule, instead of as a full-time…

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  • Business

    A Guide to Real Estate Fund Accounting

    Real Estate Fund Accounting Real estate investing can be a lucrative opportunity for individuals and institutional investors alike. Whether it’s a private equity real estate fund, a real…

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  • Construction

    Construction businesses shouldn’t overlook the R+D credit

    Contractors: Don’t blame yourself if you’ve been running on the assumption that your company is ineligible for the federal research and development (R&D) tax credit. Many people believe…

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  • Construction

    9 Essential Types Of Insurance For Construction Companies

    Comprehensive insurance coverage might seem like a luxury for many contractors. After all, you’re likely dealing with rising costs from supply chain uncertainties, tariff-impacted materials prices and a…

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