Insights
Practical reading for
owner decisions
Tax, accounting, and transition guidance written for owner-led companies in Idaho and Utah.
Occupational Fraud Can Impact a Manufacturer’s Bottom Line
Occupational fraud in manufacturing: what the ACFE's 2026 study found, where billing, inventory and kickback schemes start, and controls tied to lower losses.
View DetailsPEO for Manufacturers: When It Makes Sense (and Doesn’t)
PEOs bundle HR, payroll, and workers comp under co-employment. Learn the break-even math for manufacturers and when in-house HR wins.
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 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 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.
View DetailsUNICAP §263A Rules: What Costs Get Capitalized Into Inventory
UNICAP forces manufacturers to capitalize certain overhead into inventory. Learn which costs, common mistakes, and the small business exemption.
View DetailsThroughput Accounting for Constraint-Limited Manufacturers
Throughput accounting reveals product-mix decisions that standard costing hides. Learn TOC metrics and how to apply them without replacing your ERP.
View DetailsTariff Accounting: How Manufacturers Track and Recover Duty
Section 301 and 232 tariffs hit manufacturer P&Ls hard. Learn how to book them, when duty drawback recovers cash, and what documentation is required.
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