When your advisors don’t talk to each other, you pay the price—literally.

We had a client come to us needing a document for a transaction. They were financing the purchase of some equipment for another company.

The default solution would have been a promissory note—quick, simple, and what most professionals would draft without a second thought.

Hey there medical entrepreneurs—this is Andrew Stubbs from Visibility CFO & Tax Advisors. Today, we want to talk about the Roman god Janus and how it pertains to your business. Most medical entrepreneurs and business owners are generally flying with one eye closed—reacting to what just happened in their business, or dreaming about the future of what their business could be. But rarely are they able to do both at the same time.

Today we’re diving into non-competes—but not the employment kind that may or may not be enforceable depending on your state. We’re talking about non-competes in the context of selling a business—a scenario where they’re still widely enforceable and too often overlooked.

Today, we’re diving into how  we generally avoid tax surprises. We’re talking about a SIMPLE, but SMART strategy that can save you money and help you avoid penalties and surprises.

Taking shares for your fee is an excellent way to create upside for your consulting work, but make sure you are being smart about the transaction.

On May 22, 2025, the U.S. House of Representatives passed the "One Big Beautiful Bill Act" (OBBB), which has now  moved to the Senate for consideration and includes a tax and spending package which will have a significant impact on tax liability and tax planning options for individual taxpayers and businesses. So what could it mean for you?