Apple Growth Partners

Brandon Fredericks

AGP Tax Advisory: Cash Waterfall Planning

By Brandon Fredericks, CPA | AGP Advisory, Leader Pass-through entities possess many important tax advantages, which include the ability to avoid double taxation and the Qualified Business Income deduction. However, the tax code contains several added complexities and potential tax pitfalls for ill-planned pass-through transactions. One such scenario involves “cash waterfalls” where distributions deviate from the proportion of equity contributed …

AGP Tax Advisory: Cash Waterfall Planning Read More »

AGP Tax Advisory: Debt vs. Equity Financing

By Brandon Fredericks, CPA | AGP Advisory, Leader A prospective buyer faces many important decisions when contemplating purchasing or expanding a business. First and foremost, the target acquisition must provide adequate return potential within an acceptable level of risk. Once this has been determined, the buyer has likely already spent significant time finding the right acquisition and feels anxious to close the transaction. However, more can be done …

AGP Tax Advisory: Debt vs. Equity Financing Read More »

AGP Advisory: Financial Due Diligence is Just as Important

By Brandon Fredericks, CPA | AGP Advisory, Leader Our series has touched on many important topics through the financial due diligence process. As we think of the “typical” due diligence process, we sometimes get locked into this preconceived notion that due diligence only being after a qualified buyer is identified, after a letter of intent is signed, after …

AGP Advisory: Financial Due Diligence is Just as Important Read More »

Quality of Earnings Report - Two men in warehouse

AGP Advisory: A Quality of Earnings (QofE) is Not an Audit

By Brandon Fredericks, CPA | AGP Advisory, Leader Welcome to our series on financial due diligence. Over the next several segments, we would like to provide you with key aspects within the financial due diligence process, and how you can better prepare yourself, and business, for a transaction.  The financial due diligence process is comprised of many parts, the focus being centered around the quality of …

AGP Advisory: A Quality of Earnings (QofE) is Not an Audit Read More »

Are You Managing Cash Strategically through COVID-19? Let’s Find Out.

NEW: AGP’s Crisis Cash Management Tool Wednesday, April 15, 2020 To those affected by COVID-19, The events that have unfolded over the last month continue to resonate and impact us in many ways. Our daily lives have been turned upside down, and normalcy, and daily routines have been redefined. However, what we have seen is …

Are You Managing Cash Strategically through COVID-19? Let’s Find Out. Read More »

Free CLE Webinar: How to Prepare for the New Revenue Recognition & Leasing Standards

Register for our free Apple Talks Webinar – Free CLE Credit Available Topic: How to Prepare for the New Revenue Recognition & Leading Standards Date: Tuesday, December 11, 2018 Time: 11:30 a.m – 12:30 p.m. EST Presenters: Sheila Beck, CPA – Senior Manager, Audit & Assurance Brandon Fredericks, CPA – Senior Manager, Audit & Assurance January …

Free CLE Webinar: How to Prepare for the New Revenue Recognition & Leasing Standards Read More »