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Buy the Numbers

Buy the Numbers

著者： Mike Payne
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 A deep dive into the financials of running a Manufacturing business.2024 マネジメント マネジメント・リーダーシップ 経済学
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  • Legacy, Liquidity, and the Long Game: Building Value Before You Sell, Ep #24

    Legacy, Liquidity, and the Long Game: Building Value Before You Sell, Ep #24
    2025/07/24
    If you’ve ever thought, “I’ll sell when I’m ready”—you’re already behind. In this episode of Buy the Numbers, I sit down with three powerhouse advisors from CLA—Erin Mickels (owner transition expert), Mike Britten (tax wizard), and Mike Pohl (wealth whisperer)—to unpack what it really takes to set yourself up for a successful exit from your manufacturing business. We talk through the overlooked planning window between “someday I’ll sell” and “it’s time to list.” Whether you're ten years out or just three, this conversation will help you shift your mindset from just growing revenue to building transferable value. Because a higher top line doesn't always mean a bigger payday—and once you understand the levers that actually impact valuation, you can start pulling them now. We also hit some real talk about what happens after the wire hits your account. What are your personal goals? How much do you actually need to retire, launch your next thing, or leave a legacy? And how can you avoid giving too much to the IRS—or your kids, if that’s your preference? Bottom line: The best exits aren’t lucky. They’re engineered. And if you want to stack the odds in your favor, this episode will show you where to start. You will want to hear this episode if you are interested in... (0:12) Grow your top and bottom line with CLA(1:20) Meet the guests: CLA’s experts in wealth, tax, and transition(4:03) Start with the end in mind: How much do you really need to walk away?(8:10) Why personal financial clarity should come before valuation(11:37) Bridging the gap between what your business is worth and what you need(14:10) Growing value ≠ growing revenue—what actually drives multiples(15:32) The buyer’s perspective: asset sales, stock sales, and tax surprises(17:44) Market timing matters: Don't let ego miss the window(19:37) Check out Verdant Commercial Capital to get a true partner in your corner(20:17) Why it's normal to feel overwhelmed—and how to build the right team(22:30) The critical three-year window: Your numbers matter more than ever(27:00) From handwritten notes to a valuation nightmare(28:10) Here's why you need quality audited/reviewed financials(31:25) Quality of earnings reports: Not just validation, but storytelling(32:43) Building buyer confidence with customer profiles and payment history(35:24) Don’t ignore risk: succession, estate planning, and key-person exposure(38:10) Tax landmines: personal expenses, nexus issues, and employee bonuses(41:42) Top Shops 2025 preview—join us in Charlotte! Resources & People Mentioned Grow your top and bottom line with CLACheck out Verdant Commercial Capital to get a true partner in your cornerTop Shops 2025 preview—join us in Charlotte! Connect with CLA Connect with Erin Mickels, CPAConnect with Mike BrittenConnect with Michael Pohl, CPA, CFP® Connect With Buy the Numbers Follow on LinkedInConnect with Mike Payne on LinkedIn Subscribe to Buy the Numbers on Apple + Spotify
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    42 分
  • The One Big Beautiful Bill: What Manufacturers Need to Know Now, #23

    The One Big Beautiful Bill: What Manufacturers Need to Know Now, #23
    2025/07/17
    When I first heard about the “One Big Beautiful Bill,” I knew we had to break it down for the MakingChips audience. This isn’t just another tax update—it’s a massive, 900-page piece of legislation with real implications for manufacturers like us. Whether you're thinking about buying equipment, expanding your facility, hiring more people, or selling your business down the road, the OBBB touches nearly every part of the decision-making process. That’s why I called up my friends at CLA—Susan Roberts and Steve Combs—two tax pros who spend every day helping manufacturers figure out what’s changing, what’s staying the same, and what you need to do now. In this episode, we sort through what’s “informational” and what’s “actionable”—so you can stop guessing and start planning. We talk about everything from the return of 100% bonus depreciation, to how you can now expense R&D costs again (finally), to smart moves around entity selection and estate planning. There’s even a little salt cap drama in there. If you want to get ahead before year-end—or avoid getting caught off guard—this episode’s for you. Let’s get into it and talk about how this “big, beautiful” bill can work for you… not against you. Segments (0:18) Grow your top and bottom-line with CLA(1:33) Learn more about Susan Roberts and Steve Combs(4:05) What’s “informational” vs. “actionable” in the bill(7:42) Bonus depreciation is back—100% write-offs retroactive to Jan 19, 2025(10:01) How cost segregation studies unlock more depreciation for recent building purchases(12:20) Why you shouldn’t buy machines just for the deduction(13:45) QBI deduction (20%) made permanent (and what that means)(17:48) Entity selection: Is it time to consider a C Corp?(19:30) R&D can now be fully expensed—unlocking credits, cash flow, and retroactive deductions for everyday shop work(27:37) Why you should listen to Buy the Numbers(30:17) Interest expense deductions get easier for manufacturers in 2025(32:00) Limitations on capitalizing interest into inventory coming in 2026(33:21) Individual tax deductions: SALT cap increased from $10K to $40K (with phaseout)(38:02) Why PTET (pass-through entity tax) strategies still matter(40:39) Advanced manufacturing credit for semiconductors increased from 20% to 35%(42:09) Clarifying that buying tax credits is still an option for large C Corps(46:55) Estate exemption increased to $15M and indexed for inflation(48:02) Opportunity Zone deferral extended—now with rolling 10-year plan(50:10) Low-hanging fruit for 2025: R&D recapture, bonus depreciation, cost seg studies(53:40) The risk of unintended consequences without a tax advisor(55:01) Final verdict: Is the One Big Beautiful Bill actually beautiful for manufacturing?(1:01:16) Don’t get burned by recruiters who don’t understand manufacturing Resources mentioned on this episode CLA’s WebsiteSusan Roberts - Susan.Roberts@CLAConnect.comSteve Combs - Steve.Combs@CLAConnect.comTax Cuts and Jobs ActManufacturing Grants Made SimpleHire MFG Leaders Connect With MakingChips www.MakingChips.comOn FacebookOn LinkedInOn InstagramOn TwitterOn YouTube
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    1 時間 2 分
  • Smart Money Moves: How to Grow Your Shop Without Breaking the Bank, Ep #22

    Smart Money Moves: How to Grow Your Shop Without Breaking the Bank, Ep #22
    2025/07/10
    I’m halfway through the year and, like many of you, I feel as if it’s still February. Orders are steady but not spectacular, and every headline seems designed to keep shop owners awake at night. That’s why I invited my friend and financing partner Ty Willis back on Buy the Numbers—because cautious optimism only works if your cash flow can keep up with your ambitions. Ty funds machine tools every day, from three-spindle startups to $40 million fab shops, so he sees the real score behind the press releases. In this conversation we pull the veil off equipment financing: when to borrow, when to walk away, and how to keep your banker, your line of credit, and your future robots playing nicely together. We also unpack why a “slow-and-steady foundation” beats any shiny new five-axis—unless that five-axis comes with the cash-flow runway to feed it. You’ll hear Ty’s three phases of lending wisdom, my own war stories of growing Hill Manufacturing (including a 24-spindle acquisition we’re closing in two weeks), and a practical playbook for calling your shot six months before you sign a PO. We even run a lightning round on interest rates, Section 179, and whether the latest “no payments for six months” gimmick is really a deal. If you’re tired of financing offers that treat every shop the same—or tired of hearing “rates are too high, maybe next year”—this episode gives you the numbers, questions, and mindset to finance growth without betting the farm. You will want to hear this episode if you are interested in... (0:00) Ty’s “run lean first” mantra and why slow & steady wins the race(0:25) Check out Verdant Commercial Capital to gain a partner in your corner(1:30) Ty’s path from tech to ten years in independent equipment finance(4:53) Job shops are softer, DOD/aerospace is humming, and diversification is critical(10:09) Using cash flow as the real growth lever; the 24-spindle acquisition example(11:49) Ty’s three phases of lending maturity (valuing consultative restraint over volume)(17:36) Case study: consolidating eight lenders into one partner to free a CFO’s week(22:33) Automation financing myths—why cobots and AGVs often outlive spindles and deserve funding(26:40) Sign up for updates about Modern Machine Shop’s Top Shops 2025(27:04) Breathing new life into 15-year-old machines with robots, bar feeders, better workholding(29:52) Pre-qualification and “calling your shot” before IMTS or FABTECH(33:27) South-Dakota-to-Florida move: financing a $500K 5-axis and hidden relocation costs(37:41) Chicago fab/machine shop’s methodical growth with bargain used five-axis machines(41:42) Ty’s four-step engagement playbook: 20-minute call, one-page soft-pull app, roadmap, relationship(44:19) Lightning round: rates, imperfect books, Section 179 reality, deferred-payment traps(55:28) Why you need to listen to the Lights Out podcast Resources & People Mentioned Smart Money Moves: Equipment Financing Tips with Ty Willis, Ep #5The Cashflow Advantage: Why the Right Banker Makes All the Difference, Ep #6Banking Secrets for Manufacturers: How to Secure the Cash You Need, Ep #12Sign up for updates about Modern Machine Shop’s Top Shops 2025Why we leverage the expertise of CliftonLarsonAllen Connect with Ty Willis Check out Verdant Commercial Capital to gain a partner in your cornerVerdant Commercial Capital on LinkedInConnect with Ty on LinkedIn Connect With Buy the Numbers Follow on LinkedInConnect with Mike Payne on LinkedIn Subscribe to Buy the Numbers on Apple + Spotify Audio Production and Show Notes by - PODCAST FAST TRACK
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    56 分

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