Description

Tax changes can quietly reshape your cash flow, planning options, and ultimately what your business is worth. In this session, Sam Brownell breaks down the recent tax law updates in plain language and connects the dots to business valuation—so you can make smarter decisions now, not after your next tax return or valuation event.

You’ll get a clear overview of key provisions and what they mean for LBM dealers, including income tax considerations, state and local tax deductions, estate and gift exemptions, the qualified business income deduction, bonus depreciation and expensing, low-income housing tax credits, and savings accounts for minors. You’ll also walk away with a ready-to-use checklist of actions you can implement immediately to help strengthen long-term value and support sustainable growth.

Who should attend
• Owners and principals of independent LBM businesses
• CFOs, controllers, and bookkeepers who want to understand how tax strategy impacts valuation
• Anyone responsible for long-term profitability, reinvestment decisions, and risk management

Key takeaways
• An understanding of the tax provisions most likely to affect your business
• How taxes influence cash flow, earnings, and the valuation story buyers (and lenders) care about
• A practical checklist of steps you can take now to improve long-term business value

Along with Q&A Time with Stratus Business Advisor's Founder & CEO, Sam Brownell.

Presenter Bio
Sam Brownell has nearly twenty years of experience as a financial professional, working in trading, valuation, succession planning and raising capital for private companies’ growth strategies. He formed Stratus to provide goals-based succession planning and financial management to independent business owners and their families. Sam and his colleagues at Stratus work with independent dealers across the country to understand the key performance indicators (KPIs) that drive valuation and growth, structure acquisition and succession planning strategies, protect their family’s net worth and build lasting legacies in their community.