Value Builder Ready to Sell Evaluation

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Research shows that companies achieving a score of 80+ out of a possible 100 on our Value Builder™ business evaluation receive offers that are 71% higher than the average company.

Maybe you’re looking to sell your business in the near future. Or perhaps you want to ensure that your business is optimized for long-terms success. Whatever your goals, achieving a high Value Builder™ Score is crucial for maximizing your business’ value.

But how do you know where you stand?

Get your free Ready to Sell Evaluation, Value Builder™ Score, and personalized recommendations for improvements to increase the value of your business.

So what are you waiting for? Take the first step towards maximizing your business value and securing your financial future. Fill in the form or contact us today at 1-833-VFO-0330 to schedule your free Ready to Sell Evaluation!

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How Many KPIs Should You Have For Your Cleveland Business?

Key TakeawaysYou only need 5–9 true KPIs for effective 2026 planning. KPIs should connect directly to a specific financial or strategic goal. Too many KPIs dilute focus and slow decision-making. The right KPIs help you act earlier, not just analyze...

Season’s Greetings From Inner Circle Advisors

Merry Christmas (we believe in the 12 Days of Christmas!) and Happy New Year from the Inner Circle Advisors team! We wish you peace and prosperity in 2026.For you and me both, this week can feel like a blur – trying to finish out last-minute year-end tax moves...

What Are The Year-End Tax Moves to Make Now For Cleveland Business Owners?

Key TakeawaysIt is not too late to create meaningful tax savings before December 31, but the remaining moves are very timing-sensitive. Low-cost, in-stock equipment and supplies are the most realistic last-minute purchases that can still be deducted this...

Big Beautiful Bill Details Cleveland Business Owners Might Have Missed

Key Takeaways The more favorable EBITDA-based business interest deduction limit is back for your 2025 tax year. (New restrictions are coming in 2026.) New R&E rules aren’t automatic. Retroactive benefits for 2022–2024 require elections, deadlines, and...

What Payroll Checklist Steps Do Cleveland Business Owners Need to Complete Before December 31?

Key TakeawaysVerify all business and employee information early. Even small errors in EINs, addresses, or Social Security numbers can create big filing issues. Review 2026 compensation rules now. State and local minimum wage increases and the Social Security wage...

Cleveland Small Business Holiday Expenses: What Can I Deduct On Taxes?

Key TakeawaysCompany-wide holiday parties for employees are generally 100% deductible, as long as they’re not exclusive to owners or managers. Meals with clients are typically only 50% deductible, and entertainment remains 0% deductible. Employee gifts can...

Greg Hostelley’s Perspective: What Are The Most Important Cybersecurity Measures for Small Businesses?

Key Takeaways Create a written data protection policy. Every employee should know the rules for handling sensitive data. Back up data regularly with secure cloud services or encrypted physical backups. Encrypt everything so stolen data is useless to...

Can Cleveland Investors Use Losses To Lower Capital Gains Federal Tax?

Key TakeawaysYou can sell losing investments to realize a capital loss that offsets taxable gains. If your losses exceed gains, you can deduct up to $3,000 against ordinary income ($1,500 if married filing separately). Unused losses carry forward...

The Work Opportunity Tax Credit: Year-End Hiring Benefit for Cleveland Businesses

Key TakeawaysYes, the WOTC applies if you hire someone before December 31, 2025. You must submit IRS Form 8850 to your State Workforce Agency (SWA) within 28 days of the new employee’s start date. The credit can be worth up to $2,400 per eligible...

Why Cash Flow Management Is Important At Year-End in Your Cleveland Business

Key Takeaways Profit doesn’t equal liquidity: You can look great on paper (i.e., profitable) and still run out of cash. Year-end cash flow management is about accelerating what comes in and strategically optimizing (delaying) what goes out (legally, of...

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