At some point, every growth-minded business owner hits a familiar crossroads. You’ve proven the model and the demand is there. You’ve outgrown your space, your systems, or even your leadership bench. You’re ready for the “next phase” of growth but growth takes capital, and capital decisions have consequences. I work with many of our clients engaged in acquiring or selling businesses, so I’ve had the […]
Auto-Enrollment and SECURE 2.0: What Business Owners Should Do Before Midyear
Written By: John Kemen If you sponsor a retirement plan for your employees, or you’ve been thinking about starting one, there’s a good chance you’ve heard the phrase “SECURE 2.0” more times than you can count. It’s one of those laws that brought a lot of change to the retirement plan world, and it can […]
Avoid These Common Tax Filing Mistakes Before You Hit Submit
By: Dylan Mosher Every tax season, we see the same trend: most filing issues aren’t caused by complicated tax law. They come from small, preventable mistakes. Unfortunately, small mistakes can lead to big inconveniences, such as delayed refunds, IRS letters, amended returns, or extra time spent tracking down documents after the fact. Here are the […]
Setting Up for Success: How to Choose the Right Business Structure in 2026
Choosing the proper business structure isn’t just a legal formality; it’s one of the most critical financial wellness decisions an entrepreneur can make. The structure you select determines how you’re taxed, what liability protection you have, how easily you can raise capital, and what compliance requirements you’ll face as your business grows. As 2026 approaches, […]
2025 Tax Review: What Changed & What Is Ahead
A Year of Shifting Tax Rules and New Planning Opportunities The 2025 tax year brought significant adjustments that affected individuals, business owners, and growing organizations alike. From evolving federal regulations to state-level incentives and changes stemming from past legislation like the SECURE 2.0 Act, taxpayers faced a landscape that was both challenging and full of […]
401(k) Auto-Enrollment: Turning compliance into a competitive edge
Starting in 2025, most new 401(k) plans will have a built-in feature: auto-enrollment. Thanks to the SECURE 2.0 Act, if you’re launching a retirement plan for your business, you’ll likely need to automatically enroll eligible employees, whether they ask for it or not. The goal is simple: help more people save for retirement. However, this […]
Navigating the Diverse World of Business Structures
Over my career, I’ve had the opportunity and pleasure of working with hundreds of businesses. What is no surprise is that no two businesses are the same. When our firm discusses with owners about their business and its unique needs, we often discuss the business structure to make sure that it is set up for […]
Countdown to College
“For many people, college sets the stage for life. Making sure your children have options when it comes to choosing a university can help shape their future. Work with them today to make goals and develop habits that will help ensure their success.” As a parent, you of course want to give your child the […]
Is It Time – When to Exit Your Business?
Have you been thinking about sitting on a beach in Cabo, or playing golf at Whistling Straits, or spending more time with family. Maybe all three. You invested substantial financial resources, including time away from your family building your business. Is it time to take that next step? Is it time to EXIT? Your family-owned […]
Help Wanted
It’s a challenging time to be an employer. It’s a challenging time to be an employer. That’s not a typo. That’s me anticipating all of you who just thought, ”You can say that again.” Here are some tips for small business owners who are facing these challenges: