Apple Growth Partners

Toby Kaye

Planning Ahead – Designing Your Succession Plan

Before you start, choose your destination Article #2 in the Succession Planning series By Toby Kaye, CPA/ABV | Manager, Tax I had discussed in the initial article about listing your desired exit outcomes in priority order during the planning phase. Any additional time spent on this phase clarifying your goals will pay dividends throughout the …

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Planning Ahead – Designing Your Succession Plan

Before You Start: Understand Yourself and Your Current Situation By Toby Kaye, CPA/ABV | Manager, Tax A mentor of mine would often tell me, “always keep the end in mind.” Proactive planning is a good recommendation. The stakes are much greater when it comes to succession planning. As soon as the entrepreneur starts a business, …

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New Business Owners: Steps to Keep in Mind

By Toby Kaye, CPA/ABV | Manager, Tax Congratulations! You have recently conceived your big idea to launch a new business and secured initial funding to get started.  You are excited to work hard to build your dream into reality.  Passionate in their mission. Taking risks. Resilience under pressure. I love listening to entrepreneurs talk about …

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Is Your Accountant Proactively Thinking of You? Here’s a Quick Test.

By Toby Kaye, CPA/ABV The top questions I hear from prospective business owner clients are: “Is your firm proactive in tax planning?” “Will you be thinking about me and how to capitalize on tax planning opportunities for my business?” Apple Growth Partners promotes a culture of continuously reviewing how to improve our client’s tax results, …

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