Insights
Practical reading for
owner decisions
Tax, accounting, and transition guidance written for owner-led companies in Idaho and Utah.
Tax Advice for Selling a Business
Selling a Business After years, or perhaps even decades of work, you’re getting ready to sell your business. Most people zero in on the final sale price and…
View DetailsHow to Value a Family Business
Valuing a Family Business Valuing a family business can be one of the most important financial steps an owner will ever take. No matter whether you are planning…
View DetailsContractors: 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”…
View DetailsHow 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…
View DetailsHow 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…
View DetailsCost 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,…
View DetailsWhat Are Fractional CFO Services?
What Are Fractional CFO Services? For many growing businesses, managing finances can become complex and time-consuming. Companies often need strategic financial guidance to make informed decisions, improve profitability,…
View DetailsA 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…
View DetailsConstruction 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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