This company had an opportunity for his business to be acquired, and asked us to be a sounding board throughout this process. We held a meeting with the owner and his management team.

“I was able to state my specific vision for each team member in a way I was never able to before,” he says. We showed them that there were three sets of numbers: tax returns, financials, and the internal accounting records. We got everything to match and balance, which helped display the company’s true financial picture. “As a result,” the owner said, “we could then address – and solve – many of the long-standing issues that had frustrated me for a long time.”

Now this company’s books are in a place where we can help with benchmarking and Key Performance Indicators. “They were there to address our concerns – big and small – and fix them as they came up. On the tax strategy side, we now know what we can and can’t do!”