Business Advisors

Congratulations to our friends at Athelas: Celebrating their $6B Merger with Commure

October 30, 2023

Congratulations are in order for our friends at Athelas, Inc., a forerunner in enterprise healthcare software, who have completed their merger with Commure, Inc. This marks a pivotal milestone in the healthcare sector, and Percipio Business Advisors is proud to have contributed to this transformative journey. Our Role Under the leadership of Justin Niederklein, CPA, Percipio Business Advisors worked […]

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IRS Pauses Processing of New ERC Claims Until 2024

September 19, 2023

ON SEPTEMBER 14, 2023, THE IRS ANNOUNCED A MORATORIUM ON PROCESSING NEW EMPLOYEE RETENTION CREDIT (ERC) REFUND CLAIMS THROUGH THE END OF THE YEAR. The move is to address the large backlog of claims already filed as well as to protect consumers and business owners from the notable cases of misuse and fraudulent schemes targeting […]

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Avoid Fraud by Seeking Employee Retention Credit (ERC) Experts

August 31, 2023

THE EMPLOYEE RETENTION CREDIT (ERC) HAS BECOME A VITAL FINANCIAL LIFELINE FOR SMALL TO MEDIUM-SIZED BUSINESSES, OFFERING CRUCIAL SUPPORT IN THE WAKE OF ECONOMIC CHALLENGES. Designed to encourage employers to keep employees on the payroll, the ERC can make a substantial difference in a company’s fiscal health. However, this very importance has attracted the attention […]

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Maximizing Business Profits Through Tax Efficient Corporate Structuring

July 14, 2023

In today’s complex business landscape, tax efficiency has become a critical consideration for companies and individuals to optimize their financial strategies. The art of corporate structuring has evolved into a sophisticated discipline aimed at minimizing tax liabilities and maximizing profits. By carefully crafting the right organizational framework, businesses can leverage legal and financial tools to […]

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Percipio Business Advisors Holds Ribbon Cutting, Celebrates Business Launch

May 22, 2023

FOR IMMEDIATE RELEASE OMAHA, Nebr. – MAY 22, 2023 – Percipio Business Advisors, joined by the Greater Omaha Chamber, celebrated their grand opening of business operations with a ribbon-cutting ceremony on Thursday, May 18th. More than 50 clients, employees, Chamber members, and community leaders were present to celebrate the launch and ribbon cutting at the […]

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Mergers & Acquisitions Activity in 2023

April 25, 2023

While recession fears linger and interest rates continue to increase, many corporations are shy of risks and large capital investments. Combine this with persisting supply chain issues, geopolitical tensions, and extra regulatory and compliance scrutiny, attempts to retain talent, grow revenue, and maintain the minimum status quo remain at the forefront of executives’ minds. These […]

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Why Outsourcing your CFO and Controller Duties is the Right Move

March 21, 2023

During times of economic uncertainty, companies turn to drastic measures to maintain their bottom line. Such measures include laying off staff, closing brick-and-mortar storefronts, cutting entire business lines, and downsizing office space. Operating lean during times of both economic uncertainty and prosperity is imperative for businesses to maintain their status quo (and to grow their […]

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Maximize Your Employee Retention Credit

March 13, 2023

Beginning in 2020, the federal government implemented the Employee Retention Credit (ERC) in order to incentivize businesses to retain employees by offsetting costs in the form of a tax credit. Recent extensions and changes allow for more businesses to qualify for and take advantage of the credit.   What is the ERC program? First implemented […]

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