Nobody said owning and running a business was easy. There are so many aspects involved – not only do you have to be an expert in whatever service your business provides. But, to be truly successful in the long term, you also have to be an expert in business itself. If this sounds like a...Read More

Most financially minded people would agree that planning for your financial future is extremely important – and it absolutely is. What sometimes gets overlooked, though, is planning for your business’s financial future. Many business owners have personal and family financial plans, but may have forgone, or put off, financial plans for their businesses. There are...Read More

Financial Planning and Analysis, or FP&A, is one of the most important components of a company’s financial health. There is a reason FP&A professionals are highly specialized and valued within organizations. The work they do, if done well, will drive almost every aspect of their company’s strategies, goals, and overall value. The power and capabilities...Read More

If there’s an aspect of financial planning that’s leading the pack in the running for Most Neglected, it’s probably tax planning. We all pay taxes, so it’s something we’ve all got to do to some extent, and many view it as a chore. This is unfortunate, as intelligent tax planning can potentially save you significant...Read More

For business owners and wealthy individuals alike, taxes play a major role in managing financial health. Whatever your financial situation, tax preparation is an important part of the picture. About a third of people choose to employ a tax advisor to help them file tax returns and assist in tax planning, and there’s no guessing...Read More

The world of finance and tax can be daunting to just about anyone who isn’t a professional in the field. Those who specialize in one or more areas of the field have usually spent years of dedicated study and practice before becoming competent at what they do. Even then, they are often specialized in one...Read More

At Saddock Advisory we love what we do. Yes, we’re financial advisors, but the truth is we can offer so much more than advice or tax preparation. We’ve been in business for nearly four decades, and in that time we’ve learned that our client relationships are the most important aspects of our business. We are...Read More

Every year around this time, business leaders across the U.S. are sweating thanks to Tax Day. Even if you have a professional who handles your finances and taxes, an audit is always possible. We even detailed some common mistakes that can trigger an audit in this February blog post. While the chances of an audit...Read More

Many great companies got their start with a hands-on approach. And business leaders are used to doing it all. Or at least they figure out how to do something if they didn’t already know how. But although hard work and passion will only carry your company so far, there will eventually come a point in...Read More

When seeking a financial advisor, you are essentially beginning a partnership. Even if you have some experience navigating finances, you are pretty much putting your business and its future in the hands of your new guide—which is why it’s crucial that you partner with an advisory team you trust. Cultivating trust is one of the...Read More