News & Insights

Stay informed with the latest insights, analysis, and guidance from EHTC's team of accounting, tax, and advisory professionals.  

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2025 Year-End Tax Planning for Individuals and Businesses

With the passage of the OBBBA, shifting interest rates, and evolving policies, proactive tax planning is essential for both individuals and businesses. To help you navigate these changes, EHTC is proud to offer two year-end tax planning resources. These guides are designed to help you identify opportunities, mitigate risks, and make informed decisions as you prepare for 2026 and beyond.

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How EHTC Prepares Businesses for Transaction Success

Many business owners shy away from exit planning, especially if they’re not actively thinking about selling. Transaction readiness isn’t just about preparing for a sale, though. It’s a smart business strategy that adds value at every stage of ownership.

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Matt Fegan, ASA – Valuation Services Partner Matt Fegan, ASA – Valuation Services Partner

Using Valuation as a Strategic Tool: Not Just for Transactions

When most people think about business valuation, they immediately associate it with a specific transaction: a sale, a merger, a gift or estate transfer, or perhaps a legal dispute. And while these are certainly common triggers for a valuation engagement, they represent only a slice of the bigger picture.

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Advisory Services, Exit Planning, Business Tips Ryan McCaslin, CPA, CIA, CEPA – Transaction Advisory Partner Advisory Services, Exit Planning, Business Tips Ryan McCaslin, CPA, CIA, CEPA – Transaction Advisory Partner

The Essential Guide to Exit Planning: Maximizing Value from Day One

Exit planning is essential for business owners aiming for a seamless and valuable sale process. Engaging early and consistently reviewing value-adding initiatives can significantly enhance the outcome when it’s time to sell.

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Advisory Services, Business Tips, Tax Planning Ryan McCaslin, CPA, CIA, CEPA – Transaction Advisory Partner Advisory Services, Business Tips, Tax Planning Ryan McCaslin, CPA, CIA, CEPA – Transaction Advisory Partner

The Importance of the Working Capital Calculation in Mergers and Acquisitions

Working capital is an extremely important part of any transaction and often causes confusion. It is important buyers and sellers fully understand the importance of the working capital PEG and how it affects the business transaction.

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Company News Ryan McCaslin, CPA, CIA, CEPA – Transaction Advisory Partner Company News Ryan McCaslin, CPA, CIA, CEPA – Transaction Advisory Partner

Tailoring Due Diligence: Working with Business Founders and Established Strategies

Strategic buyers often purchase Companies from the business founders who are looking for an exit plan for a variety of reasons. The diligence performed in each transaction is similar, although there are some distinct differences that should be considered.

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