Business valuations are no simple task, there are lot of areas to cover and many aspects to consider. While some business owners try to take on this project themselves, we don’t recommend it. You may miss some important things that could end up costing you big. However, we do believe and encourage all of our clients […]
CFO’s make your company smarter, can help you grow faster, and provide you with an all-around solid strategy for achieving success. Even if you feel your business can’t bring on a CFO, hiring a CFO consultant is a great option—and can give your business valuable insight. With that being said, all CFO consultants aren’t the […]
2019 is just another chapter of the Digital Age we’re living in. And with this age of great technological breakthroughs and accessibility, it’s easy to forget just how big of a deal some of our devices really are. With online banking, cash apps, and notes that sometimes store passwords and important info at our fingertips, […]
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 […]
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 […]
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 […]
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 […]
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 […]
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. […]
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 […]