Latest Posts

July 5, 2017

Small Business Retirement

We have worked with several business owners and have noticed one thing many of them have in common. Many business owners do not plan early enough for retirement.

March 5, 2016

Are Your Finances In Order?

Small business owners wear many hats and often times the accounting hat is neglected. The results can be horrific. This can negatively impact small businesses regarding tax filings, loss of contracts, state and federal penalties and many others.

November 16, 2014

2014 Small Business Tax: Health Care

Small Business Health Care Tax Credit: If you’re a small employer with fewer than 25 full-time equivalents, pay an average wage of less than $50,000 (as adjusted for inflation beginning in 2014) a year, and pay at least half of employee health insurance premiums you may be eligible for the Small Business Health Care Tax [...]

September 25, 2014

Financing: Debt or Equity

Is debt the optimal way to access capital or should privately held companies consider accessing the equity markets. Companies can spend several months analyzing and negotiating deals to access capital whether private placement or an initial public offering (IPO). IPOs are certainly the most complex and difficult to accomplish. Avoiding financial markets and finding private (or angel) investors may allow for a lot less regulatory scrutiny, though come with potential headaches as well.

In this article we only discuss a few cost / cash flow considerations when financing with debt or equity.

September 9, 2014

Growth Opportunities

Whether you are an executive at a stock company or privately held organization, many challenges of creating business value through strategic partnerships are prevalent.