Written by Brian Keyser | Fractional CFO Most business owners start thinking about an exit too late. By the time you’re ready to sell, the window to maximize your sale price has already been closing for years. If you want to know how to sell your business for what it’s actually worth, the work starts […]
How to Build a Business That Sells Itself Read More »
If you missed our Exit & Profit: Silver Tsunami Seminar, here’s what was covered. Keep reading for some key takeaways from the event. Building a Business Buyers Actually Want Buyers and the banks behind them aren’t just looking at revenue. They want to see: The foundation of good business exit planning is making your business
What Business Owners Need to Know About Exit Planning (And Profit) Read More »
Written by Brian Keyser | Director of CFO Services What to Do When a Big Client Doesn’t Renew (Before It Happens) Most business owners know the feeling of being too dependent on one client. They just do not do anything about it until it is too late. Understanding what to do when you lose a
What to Do When a Big Client Doesn’t Renew (Before It Happens) Read More »
A recent federal court case may open the door for some taxpayers to recover IRS penalties and interest from the COVID-19 period—but time may be limited to act. What You Need to Know About Kwong v. United States During the COVID-19 pandemic, the federal government issued emergency declarations that postponed certain tax deadlines. However, how
New Court Case May Affect Certain Federal Tax Deadlines Read More »
Written by Brian Keyser | Director of CFO Services Here’s something I see all the time in construction: a company is growing, revenue is up, the backlog looks healthy, the owners are busy, and everyone assumes things are going well. But underneath that growth, money is quietly walking out the door. That’s exactly what was
When Growth Hides the Leak: What We Fixed For a Growing Contractor Read More »
Written by Andrew Bertz, CPA Most business owners love health savings accounts (HSAs) for the triple tax benefit: pre-tax contributions, tax-free growth, and tax-free withdrawals for qualified medical expenses. What almost no one talks about is what happens to that HSA when you die, and how it can quietly turn into a tax problem for your
The Hidden HSA “Tax Bomb” Your Heirs Could Inherit Read More »
There is a version of this story that plays out in banks constantly. A business owner walks in with revenue trending up, sales looking healthy, and walks out without the loan. Understanding revenue vs cash flow for business owners is not just an accounting lesson. It is the difference between getting funded and getting turned
Revenue vs. Cash Flow: Why Banks Care About One and Not the Other Read More »
“We need a CPA-prepared reviewed or audited financial statement.” That is the message many contractors are unexpectedly receiving from the Nevada State Contractors Board after already beginning the licensing process. And for some contractors, it is stopping projects, delaying approvals, and slowing expansion plans immediately. At Anthem, we are starting to see this become a
Nevada Contractor License Delays Are Catching Contractors Off Guard Read More »
Co-hosted by Anthem and People’s Bank, here’s what every business owner should know before walking into a bank. It’s not about revenue. It’s about readiness. The seminar opened with a provocative truth: revenue doesn’t get deals approved. Banks aren’t just asking how much you make. They’re asking whether your business can reliably service debt. That
Get Funded: Key Takeaways from the Bank Loan Readiness Seminar Read More »
Most business owners set their prices once and then defend them forever. Not because the pricing is right, but because raising prices feels risky and the business is still growing, so why mess with it? Here’s the uncomfortable truth: knowing how to know if you’re underpricing is something most business owners avoid precisely because they
You’re Probably Underpricing. Here’s the Exercise That Proves It. Read More »
