Tax season is upon us. And while crunching numbers and sitting down to prepare your tax return can be stressful, we’ve come to find that most people are actually worried about mistakes that could trigger an audit. However, we have a few items to keep in mind to keep your IRS anxiety at bay. Before...Read More

Many business leaders think they only need a business valuation if they’re looking to sell their business, but if you ask us we say it’s a good idea to have one handy at all times. In fact, if you want to cover all your bases, we recommend an annual business valuation. Knowing what your business...Read More

Here at Saddock Advisory, we are well practiced in M&A issues, and we provide advice through the valuation process. Through aligning company financials, setting an exit target, and assisting in tax implications of sale, we can help you maximize the biggest move of your life. Mergers and acquisitions are not cut and dry processes. There’s...Read More

All business leaders know that growth requires capital. And when you’re looking to take your company to the next level, it can be daunting to decide what you really need to make that step. Last week, we talked about being aware of scams related to lending to businesses. If you did not get a chance...Read More

Finding the right loan to secure the capital you need for business growth can be challenging – and dangerous – if you don’t know what to look out for. It can be easy to be blinded by the promise of future success when trying to grow your company. But as you embark on your growth...Read More

Your life’s work deserves asset protection and a well-thought-out strategy. Therefore, to keep your estate plan safe, here at Saddock Advisory, we’ll reduce your exposure to income taxes and steer you clear of unforeseen pitfalls. Although we can handle the heavy lifting, we always like for our clients to have the opportunity to be informed....Read More

It’s not unusual for high-net worth investors to pass on their Social Security. It seems to be especially commonplace to believe these benefits are insignificant when compared to other assets. However, the truth is that when done correctly, Social Security payments could be an integral tool in retirement and estate planning.   What’s the Big...Read More

It’s the Season of Giving, and chances are your mailbox has piled up with requests from various charity organizations for a donation. Arts, community, education, animals, global needs…there are endless possibilities when it comes to choosing a cause to support. The end of the year is an expensive time, but it’s also a time to...Read More

Size doesn’t matter. Small business or a major corporation, the success of your company may be missing a key part if you don’t have a Chief Financial Officer (CFO).   Has your business has recently grown? Or maybe you’ve been approached for an acquisition or merger? Or do you need an expert’s guidance for financial...Read More

In December 2017, the most sweeping tax reform since 1986 was passed into law.  While we believe this reform is a win for most business owners, taxpayers should be mindful about the impacts these reforms can have on their businesses, as taxes represent a large % of expenditure.  As savvy business owners know, proper tax planning translates...Read More