Whether your business is law, construction, manufacturing, retail, or government contracting, and you require exit planning, asset protection, or a tax planning solution, our business has been "solving clients' problems" since 1977.

Employee Fraud Is More Common Than You Think

Employee Fraud Is More Common Than You Think

Is someone at your business “cooking the books” behind your back? Don’t bet against it. According to the Association of Certified Fraud Examiners (ACFE), small businesses (with fewer than 100 employees) average 28 percent more fraud losses than large businesses....

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Don’t Be Fooled: How You Can Detect Business Fraud

Don’t Be Fooled: How You Can Detect Business Fraud

I’ve spent decades investigating business fraud as a forensic accountant and expert witness, often at the state and federal levels. The lessons I’ve learned about human behavior and motivation during this time have benefitted my clients in surprising ways. According...

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Exit Strategies: A Lesson From The Trenches

Exit Strategies: A Lesson From The Trenches

When Randy Smith started his own business at 28 years old, he truly set out on his own: with no partners and no investors. What he envisioned with his point-of-sale technology company, he achieved. Now, at 53, Smith has sold his company and successfully retired. We...

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How Much Is Your Business Really Worth?

How Much Is Your Business Really Worth?

While it may seem like it now, you won’t be running your business for all eternity. At some point, you’ll likely retire from or sell your company. To that end, you’ll need an exit strategy. When clients come to us without clear exit strategies, we often find that the...

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The Social Security Tax Trap

The Social Security Tax Trap

Taxes are behind one of the oldest business-owner curses: The more you pay yourself, the more it could cost you in the long run. A huge culprit in this scenario is the Social Security tax. Most often, what you put into Social Security is nowhere near what you get out...

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