CJG_Admin, Author at CJG Partners LLP

Merger and Acquisition Strategic Roadmap for Mid-Market Businesses

by CJG_AdminAdvisory Services October 15, 2025September 29, 2025No Comments

For mid-market business owners considering an exit strategy, successful merger and acquisition (M&A) transactions require thoughtful planning, systematic improvements, and professional guidance, which should begin at least three to five years in advance. Here’s your roadmap for positioning your business for a successful sale. 3-5 Years Out: Foundation Building for Merger and Acquisition The most …

Tax Compliance Mistakes That Can Hurt Your Small Business

by CJG_AdminBusiness Tax October 8, 2025September 29, 2025No Comments

Running a small business comes with countless responsibilities, and tax compliance sits high on that list. Unfortunately, even well-intentioned business owners can make costly mistakes that result in penalties, interest, and unnecessary stress. Here are the most common tax compliance mistakes to avoid. Missed Filings: The Costliest Mistake One of the most expensive errors small …

Introducing Trump Accounts: A New Employee Benefit to Watch

by CJG_AdminLegislation October 1, 2025September 29, 2025No Comments

If you’re looking for new ways to support and retain your workforce, a brand-new benefit option is now available to you and your employees. The recently enacted One Big Beautiful Bill Act (OBBBA) creates a savings vehicle called a Trump account, designed to help families build financial resources for their children’s futures. While Trump accounts …

Business legacy planning mid-market owners CJG Partners

Business Legacy Planning for Mid-Market Business Owners

by CJG_AdminEstate Planning September 17, 2025September 25, 2025No Comments

Running a successful mid-market business takes vision, dedication, and years of hard work. But building something valuable is only half the equation—protecting and transferring that legacy requires just as much strategic thinking and preparation. Most mid-market business owners, whether they’re family-owned operations or privately-held companies, face unique challenges when it comes to preserving their business …

Why Personalized Financial Services Matter for Your Business Success

by CJG_AdminThe CJG Differenece September 10, 2025September 25, 2025No Comments

In a world where businesses increasingly rely on automated solutions and one-size-fits-all approaches, the financial services industry faces a critical choice: prioritize efficiency over relationships, or maintain the personal touch that builds lasting trust. At CJG Partners, we believe that personalized financial services foster lasting partnerships, providing the confidence and clarity you need to focus on …

Your First Financial Audit: What Small Business Owners Need to Know

by CJG_AdminAssurance Services September 3, 2025September 25, 2025No Comments

Your first financial audit can feel overwhelming—like that dentist appointment you’ve been putting off. The anticipation is often much worse than the actual experience, and understanding what to expect can help ease those pre-audit nerves. At CJG Partners, we guide small and mid-market businesses through audits regularly, and we’re here to help, not to catch …

Business valuation timing insights CJG Partners

When Is the Right Time to Get a Business Valuation?

by CJG_AdminAdvisory Services August 20, 2025September 25, 2025No Comments

Understanding your company’s true value is the foundation of every major business decision you’ll make. But when exactly should you invest in a professional business valuation? The timing can make all the difference in maximizing your business’s potential. It’s Never Too Early According to business valuation expert Hank Boone, there’s “never a wrong time” to …

Audit, Review, or Compilation: Which Assurance Service Does Your Business Need?

by CJG_AdminAssurance Services August 13, 2025September 25, 2025No Comments

For many small business owners, the need for assurance services is clear, but choosing the right option often feels like navigating a maze. Assurance services are independent professional services that enhance the reliability and credibility of information for decision-makers. These services, often provided by CPAs, assess the accuracy and effectiveness of financial information, internal controls, …

CJG Partners Business Tax Strategy Insights

From Real Estate to Startups: 5 Tax Strategies Your Business Needs to Know

by CJG_AdminBusiness Tax August 5, 2025September 25, 2025No Comments

Building on the foundational strategies from part one of our tax planning strategies series, let’s explore five additional tax planning strategies that can impact your bottom line. These strategies encompass a range of approaches, from real estate optimization to startup incentives and entity selection. Cost Segregation Study: Accelerating Real Estate Deductions If you own commercial …

4 tax strategies save business thousands

4 Tax Strategies That Could Save Your Business Thousands

by CJG_AdminBusiness Tax July 29, 2025September 25, 2025No Comments

Thoughtful tax planning can be the difference between keeping thousands in your pocket or sending them to the IRS. While many business owners focus on growing revenue, the most successful ones understand that strategic tax planning is equally important for building wealth. Here are four powerful strategies that can significantly reduce your tax burden. Cash …