Visibility CPA

09/24/2026

We had a blast presenting alongside Jeremy Macliver at today’s One Million Dollar Day Workshop.

The room was full of founders asking the right questions:

What is my business actually worth today?
What would a buyer see as risk?
Which few moves could create the most enterprise value over the next three years?
How do I protect more of what I have built when it is time to exit?

The best part was not simply talking about valuation. It was watching owners connect the dots between the decisions they make now and the outcome they may one day take home.

That is the room where it happens: founders getting clear on what their business is worth, what is holding value back, and what to do next.

Thank you to everyone who showed up ready to think seriously about building a business buyers will pay a premium for.

09/17/2026

Your books can be accurate and still leave you unprepared for a sale.

Compliance reporting tells you what happened. Sale-ready reporting shows a buyer what is real, repeatable, and defensible before diligence starts.

A disability services provider we represented had books that were clean as a whistle. They had to undergo a state audit every quarter and they always passed. But the reporting was not built to show a buyer-grade earnings story, adequately support addbacks. We changed that.

The question is not only whether your financials are correct. It is whether they help a buyer believe your story.

09/14/2026

$𝟭𝗠 𝗗𝗮𝘆 𝗪𝗼𝗿𝗸𝘀𝗵𝗼𝗽

One day. One roadmap. One clear path to an extra $1M in enterprise value.

Presented by Visibility CFO Deal Advisors and Jeremy Macliver, this workshop is built for business owners who want their company to be the kind buyers fight over, not settle for.

You will leave with a prioritized roadmap to add or protect $1M+ in value, straight from people who help owners exit on their own terms every day.

📅 Wednesday, September 23rd
🕣 𝟴:𝟯𝟬 𝗮𝗺 – 𝟰:𝟬𝟬 𝗽𝗺

Speakers:
𝗝𝗲𝗿𝗲𝗺𝘆 𝗠𝗮𝗰𝗹𝗶𝘃𝗲𝗿, Be Worth Retelling, Expert EOS Implementer®
𝗘𝗺𝗶𝗹𝘆 𝗦𝘁𝘂𝗯𝗯𝘀, Visibility CFO
𝗔𝗻𝗱𝗿𝗲𝘄 𝗦𝘁𝘂𝗯𝗯𝘀, Visibility CFO

Spots are limited. Register to attend below.
👉 https://jeremymacliver.com/1m-day-workshop/

09/10/2026

Zero to $16M.
Under 5 years.
2 new locations, built to be sold.

Compliance reporting told this school network they followed the rules.

It never told them if growth would pay off.

We rebuilt the reporting around forecasting. Modeled the new locations. Then defended the valuation when it mattered most.

Compliant is not the same as investment ready.

09/10/2026

A private school network had multiple locations and a CFO on staff. What they did not have was a way to know if opening new locations made financial sense.

We rebuilt their reporting so growth decisions were based on real numbers, and modeled two new locations before they broke ground.

Those locations were part of a $16 million sale less than five years later. We stayed with the founders through the entire process, defending the valuation and handling the legal details, so they could stay focused on the students and staff who depended on them.

09/05/2026

Big moment for our team this week.

Emily Stubbs, Esq. sat down with Dr. Una on The EntreMD Podcast to talk about something most private practice owners put off until it's too late: getting ready to sell.

They covered the three things that make or break a practice's ability to sell (and for how much), a napkin breakdown of exactly what to do in the three years before an exit, and a story about a dental practice that saved $400,000 in taxes in one year and used it to double in size.

Whether you're planning to sell in 3 years or 30, this conversation gives you a real place to start.

Full episode link here: https://entremd.com/ep-548-prepare-your-private-practice-for-exit-with-emily-stubbs-esq/

Huge thanks to Dr. Una and the EntreMD Podcast community for the conversation.

08/21/2026

A business can look successful and still have hidden issues limiting what comes next.

A medical group came to us with two thriving locations, strong demand, and plans to expand. But cash was tighter than it should have been, and the partners did not have the financial clarity needed to make their next decisions confidently.

We uncovered the issues beneath the surface:

Informal partner agreements
An unresolved trade-secret matter
Incomplete visibility into cash and tax exposure
Capital being lost through missed tax strategy
Over the next 12 months, we helped formalize the partnerships, resolve the legal issue, structure a building acquisition, and support two new locations.

The result: more than $400,000 in tax savings recovered and a business that expanded from two locations to four.

When expansion feels harder than it should, the issue is often not demand.

It is the foundation underneath the business.

08/06/2026

Why Using 3 Separate Advisors to Sell Your Business is a Mistake

Your CPA, broker, and attorney are NOT talking to each other — and it's costing you the deal.

Most business sales break down during diligence not because the business isn't great, but because the advisors aren't aligned. Your CPA does your taxes. Your broker finds the buyer. Your attorney reviews the contract. But who's connecting all three?

When your financial story, legal structure, and deal negotiation come from one unified team, nothing gets lost in translation. That's how you protect your deal and your future.

https://youtube.com/shorts/kKQjHlrbFKM

Take a look at the video — if this sounds familiar, you're not alone. Happy to talk through what it looks like when your advisors are actually on the same page.

Your CPA, broker, and attorney are NOT talking to each other — and ...

07/28/2026

3 Hidden Factors That Are Quietly Destroying Your Business Value

Profit isn't everything when it comes to selling your business.

Buyers look at:

Customer concentration risk — if 1 client = 40% of revenue, that's a red flag.

Owner dependency — if the business can't run without you, it's not worth as much.

Transferability — leases, contracts, and key agreements need to transfer cleanly. Know your value drivers BEFORE you list.

Your business might be profitable but buyers could still walk away....

07/16/2026

What Actually Determines How Much Your Business is Worth?

Your business valuation isn't a guess — it's a multiple of your EBITDA (Earnings Before Interest, Taxes, Depreciation & Amortization). But that number only holds up when your books are closed on an accrual basis.

Cash-basis financials won't cut it with serious buyers. Clean books = higher multiple = more money in your pocket at closing.

https://youtube.com/shorts/N5JbAjsdCm0?feature=share

Your business valuation isn't a guess — it's a multiple of your EBI...