Software Matters: Make This the Year You Streamline Your Accounting Software

In this webinar, our SVA team shared what you should look for in financial reporting software.

Accuracy & Automation: Spend More Time Focused on Your Business & Less Time on Your Financial Reporting Processes

Our SVA team shared their experiences helping business owners analyze their needs and provided insightful recommendations so you can spend less time on your accounting processes.

Measuring Profitability Goals for a Strong Business Position

The SVA team discusses how income statements are the best tools to measure productivity, break-even points, and profitability.

Balancing the Viability of Your Business

The SVA team discusses how now is the time to be proactive and develop an action plan that will propel your business forward.

Critical Estate Planning Update

SVA's trust and estate planning experts covered what they know about potential tax changes and provide 4 reasons you should rethink your estate planning.

Estate Planning Basics: When, Why, and How

Building Business Value to Close the Gap

Our SVA experts shared how to assess and increase your business value, insights on the performance drivers you should focus on, the importance of a business continuity plan, and the role of EBITDA and cash flow in the sale.

Understanding the Role of Valuations and Due Diligence for a Successful Transition

Our SVA experts shared the changing landscape of mergers and acquisitions, preparing for the due diligence phase, how your business valuation can be impacted by changes in the business, and using valuation information to drive profitability.

Minimize Tax Implications with Estate and Tax Planning

Our SVA experts shared the role estate planning plays in your exit plan, tax implications of the sale or family transfer, and what to look for in an advisory team.

Tax Impacts for Business Owners: Inflation Reduction Act and More! 

The Inflation Reduction Act is the biggest climate package in U.S. history. The SVA team provided updates on the act and the provisions that will impact business owners. Additionally, our tax experts recapped expiring tax provisions and discussed current rules, opportunities, and limitations.

A View of the Economic Climate and How It Impacts Your Business

SVA’s experts discussed the economic challenges facing businesses and shared their insights on what business owners should watch and plan for in the coming months. 

Creating Agility with Key Indicators and Strategies

This is the time to be proactive, not reactive, with your business’s financial future. Being aware, monitoring, and agility will help you create the flexibility you will need as we progress into 2023.

Tax Update: New R&D Tax Credit Rules

There are significant impacts on how taxpayers claim and defend R&D credits. This presentation discussed the change in tax treatment of research and experimental (R&E) expenses as the result of the new tax regulations. 

Why Valuations Are an Important Tool Now

The valuation landscape is hot right now. Understanding the actual value is imperative when you want to sell, transfer, or gift part of your business. Our valuation experts shared their insights on what they are encountering in the valuation market.

Preparing for 2025: Your Guide to Year-End Tax Planning

As the year wraps up and we move beyond the election outcomes, it's time to focus on a vital aspect of your financial well-being: Year-End Tax Planning. We're here to guide you through the 2024 tax planning process with confidence, setting you up for a stress-free transition into 2025.

Stay Ahead of the Curve: Tax & Business Updates You Can’t Afford to Miss

Are you prepared for what’s next? The business and tax landscape is on the brink of significant changes, and staying informed is critical to protecting your bottom line and future growth. If your pulse isn’t on this, it needs to be!

Wisconsin Economic Outlook

From labor market trends and housing developments to broader national economic dynamics, don’t miss the insights you need to navigate the year ahead with confidence.

Myths and Facts on Health Insurance for Your Practice

An SVA panel of experts helped debunk the myths and gave you simple facts you needed to know about health insurance.

10 Ways to Improve Profitability and Drive Growth in Your Dental Practice

SVA's dental industry experts cover 10 things you need to know to improve profitability and drive growth in your dental practice.

Clarifying the Rules on Sales and Use Tax for Dentists

SVA's dental industry experts provide information to help practice owners understand the difference so you don’t pay too much or too little sales tax.

Hidden Tax Opportunities for Dental Professionals

SVA's dental industry experts cover some tax-saving tips for dental practices to help determine if you’re maximizing the options available to you.

Top 5 Things You Need to Know as a New Dental Practice Owner

SVA dental industry experts cover a few of the things you need to know in choosing the right entity to create a sound financial framework and minimize taxes.

Looking to Purchase a Dental Practice?

SVA’s Dental Industry experts advise starting the process early, as there are many considerations to ensure you achieve your financial goals and objectives.

Looking to Transition Out of Your Dental Practice?

From valuation to contract terms, SVA dental industry experts discuss the considerations to ensure you achieve your financial goals and objectives.

Employee Incentive Plans and Bonus Structures

SVA's dental industry experts discuss how practice owners need to know what your goals are, and the financial impact, before setting incentive and bonus plans in motion.

What is My Practice Worth? Valuations as Value Drivers Before a Transition

Listen while SVA's dental industry experts discuss the different types of valuation methods, how goodwill factors into value, and why an experienced valuation expert is required.

Implementing and Monitoring Dental Membership Plans

Dental membership plans provide an alternative to dental insurance and address the primary barrier to increasing new patient flow and practice growth. A membership plan can provide you with predictable recurring revenue. Learn how offering a plan can help your patients and your practice.

Current Trends for Dental Practices

How your peers are handling current trends can provide you great insights into ways for you to adjust for the current economic climate. Our team discussed trends and considerations for your practice as you wrap up 2022 and look forward to next year.

Get Ready for a Buy, Sell, or Owner Transition Scenario

A transition in your practice requires a lot of planning. Whether you are buying a new practice, selling an existing practice, or transitioning owners in or out of the practice, you need to plan ahead to achieve the best results.

Examining the Impact of Private Equity on Dental Practice Valuation

In recent years, private equity has emerged as a formidable player in the dental industry, bringing with it new dynamics and complexities when it comes to dental practice valuation and dental practice sales and acquisitions. Knowing the truth about private equity’s impact on the dental marketplace can empower you to make informed business decisions.

Drive Practice Growth with the Top KPIs You Need to Track

Tracking KPIs (Key Performance Indicators) is vital to accurately gauge the health of your dental practice. Watch and learn how using these metrics can increase your practice profitability, improve efficiency, and help you grow your practice.

Ensuring a Healthy Future: Strategies for Seamless Owner Recruitment and Retirement

Don't miss this chance to shape the future of your dental practice and take a proactive step towards unlocking the potential of successful owner recruitment and retirement.

Key Insights for Hiring an Associate in Your Practice

Hiring an associate is a pivotal decision that can shape the future of your practice. Before making this important move, it’s essential to thoroughly consider how an associate will integrate into your existing team, affect patient relationships, and impact your financial bottom line.

Optimize Your Practice's Retirement Plans

Setting up a retirement plan for your practice can be a significant advantage for both you and your employees. It not only facilitates future savings but also enhances your ability to attract and retain top talent.

SVA Nonprofit Business Briefing: Race in the Workplace

Listen in as attendees learn about racial socialization. tangible ways organizations can address race-related conversations, and how to address racism at the individual level.

SVA Nonprofit Business Briefing: Mental Well-Being in the Workplace 

Learn how nonprofit leaders can support the mental health of their workforce as well as how employees can get the help they need to thrive.

Cybersecurity for Nonprofits: How to Protect Your Data

Nonprofit organizations have an increased risk for cybersecurity attacks than other types of businesses, due to the sensitive information they possess on volunteers and donors – and a lack of cybersecurity measures in place. Don’t run the risk of your data falling into the wrong hands!

Leading With Intent: Your Board's Role in Planning for the Future 

The role of the board of directors is an important one. They should provide foresight, insight, and oversight – not manage the day-to-day operations of your organization. Whether you have new board members or many long-time members, taking the time to discuss their roles and responsibilities is imperative.

Myths and Facts on Health Insurance for Your Practice

An SVA panel of experts helped debunk the myths and gave you simple facts you needed to know about health insurance.

Top 5 Things You Need to Know as a New Vet Practice Owner

SVA vet industry experts cover a few of the things you need to know in choosing the right entity to create a sound financial framework and minimize taxes.

Hidden Tax Opportunities for Vet Professionals

SVA's vet industry experts cover some tax-saving tips for vet practices to help determine if you’re maximizing the options available to you.

Clarifying the Rules on Sales and Use Tax

Understanding what is taxable can be complicated. Do you know when you need to collect and pay sales and use tax? Make sure you understand the difference so you don’t pay too much or too little sales tax.

Tax-Advantaged Retirement Planning Options for Veterinary Practices

As your veterinary practice grows so do the opportunities to update/create your retirement plans. No matter the size of your practice, some options can be customized to fit both your personal and practice goals. An integrated strategy will help you reduce taxes while saving for the future.

8 Ways to Improve Profitability and Drive Growth in Your Veterinary Practice

Profitability is the critical success factor for every practice. Productivity is important, but profitability is the accurate measure of your practice’s financial health. Implementing and aligning strategies to measure profitability and growth in your practice doesn’t have to be complicated. 

Get Ready to Buy or Sell Your Vet Practice

Veterinary practice sales are a very hot commodity right now, so if you are thinking of buying or selling, it’s time to prepare. There are a lot of considerations and understanding the process will help you achieve the best results.

Veterinary Practice Valuations

Having a current valuation will help you negotiate from a position of strength. The second of our 4-part series focused on the practice valuation process. Our team walked through the valuation process from start to finish.

Developing Your Strategy

Now that you have the valuation information, what’s the next step? This is where the analysis and preparation become essential. Our team will guide you through the process once a sales price is determined.

Understanding the Sales Process

You have identified the buyer, so what’s next? The final webinar in our Veterinary Buy/Sell Series will take you through the in-depth sales process.

Money Matters in the Animal Kingdom: Unleashing Veterinary Practice Accounting Excellence

In the fast-paced world of animal care, a properly managed accounting department plays a crucial role in maintaining financial stability, optimizing profitability, and ensuring regulatory compliance. Watch to learn the essential strategies and insights necessary to optimize the financial health of your practice.

Drive Practice Growth with the Top KPIs You Need to Track

Tracking KPIs (Key Performance Indicators) is vital to accurately gauge the health of your veterinary practice. Watch and learn how using these metrics can increase your practice profitability, improve efficiency, and help you grow your practice.

Gear Up for Stress-Free Year-End Tax Planning

We understand that tax planning can be daunting, but worry not! Our tax experts provided the most up-to-date information to help guide you through the 2023 tax planning process and help you look forward to 2024.

Avoiding Pitfalls: DVM Contracts and Non-Competes in a Nutshell

In the ever-evolving veterinary industry, staying informed about the legal nuances of employment contracts and non-compete agreements is crucial. Understanding these complexities is essential to ensure compliance and protect your interests.

Risky Business: Avoid Legal Traps in Vet Clinic Handbooks & Terminations

Creating a cohesive, legally compliant work environment in your veterinary clinic starts with well-crafted employee handbooks and expertly managed separation processes. Make sure you are equipped with the essential knowledge to develop, refine, and implement effective policies. 

Salary Hikes & Contractor Chaos: Impacts on Your Vet Clinic

Designed specifically for veterinary professionals, watch as we present practical information on the latest on the FLSA salary threshold and independent contractor classification, and the status of court challenges to those federal regulations.

Mastering QuickBooks Bank Feeds & Auto-Categorization

Learn how to reduce manual entry, streamline reconciliations, and handle even the trickiest transactions – all while saving time and improving accuracy.

QuickBooks Recurring Transactions: Your Secret Weapon

Recurring transactions in QuickBooks Online can save you time – if you know how to use them. Learn how each one works, when to use them, and how to avoid common mistakes.