A financial bench for
the decisions growth creates

With the decision, not the paperwork. Tell us what you are weighing: a hire, a second state, an acquisition, a loan, a new partner, an eventual sale. We put numbers in front of it before you commit.

The gap. A cash forecast that shows how long the new payroll runs before the revenue it was hired to produce arrives, and what happens to that runway if the revenue is late.

Registration, payroll withholding, and income and sales tax filings in the new state, each on its own calendar. Our tax team keeps multi-state registrations and filings current, and our own offices already run across Idaho and Utah as one connected team.

Yes. Valuation support from team members holding CVA and ABV credentials, a hard look at the quality of the target's numbers, and modeling of how entity and tax structure change what the deal is worth to you.

Statements they can question: compiled, reviewed, or audited as the loan requires, plus projections whose assumptions you can defend line by line. We prepare both and sit with you when the questions come.

Client Accounting Services rebuilds the close: monthly statements on an accrual basis, the handful of metrics leadership actually decides from, and books kept ready for the lender or buyer who eventually reads them.

A valuation of the interest changing hands, the buy-in structure, and the tax consequences for everyone at the table, documented in numbers your attorney can draft the agreement from.

Before you need to. Business Transition Planning starts with a valuation and a clear read on how earnings, structure, and owner dependence would look to a buyer, while there is still time to change the answer.