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SVA Certified Public Accountants eGuides

Exit Planning and Business Valuations


Exit Paths for Business Owners

As business owners start to think about exiting their companies, a decision on what exit path is the best option needs to be made. This eGuide will equip you with the knowledge you need to get started.

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Successful Transfer of Family Business

There are a number of factors that go into how to execute on a successful business transfer. This eGuide will provide the insights to assist you in making a successful transfer.

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Transferring Your Company to Key Employees

Download this eGuide to educate yourself on how to navigate the risks surrounding the transfer of your company to key employees.

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Advantages and Challenges of a Third-Party Sale

Do you know the pros and cons of selling to a third party? This eGuide will ensure you are informed about the variables to consider.

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Company Valuations - Understanding Valuation Methods

This eGuide will help you understand the types of valuation methods, as well as understanding the marketability of your business.

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Reducing Risk: Business Acquisition Advisory eGuide

Having a proper M&A strategy is an important factor in reducing your exposure to risk. Download this eGuide to establish yours.

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Dental and Veterinary Practices


Is Your Practice Ready to Hire an Associate?

As you continue to grow your dental practice, are you wondering how you will know when you are ready to hire an associate? Check out our eGuide for some guidelines.

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Ready to Grow Your Dental Practice?

Check out our Top 10 List on ways to grow your dental practice, including ways to increase revenue, referrals and productivity.

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Due Diligence Checklists for Practice Buyers/Sellers

Are you preparing to buy or sell a practice? Start with our checklists so you don’t forget important factors to consider during the process.

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Due Diligence Checklists for Practice Buyers/Sellers (Veterinary)

Are you preparing to buy or sell a practice? Start with our checklists so you don’t forget important factors to consider during the process.

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Nonprofit Audit Checklist

Do you know how to prepare for an audit? Start with our checklist of over 35 items that your auditor will need.

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What Are the Roles and Responsibilities of Your Board Members?

If your organizational structure includes a board of directors, you may be wondering “What are the roles and responsibilities of our board members?”  Your questions are answered in this eGuide!

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Protecting and Growing Your Business


Getting Back to Business: Strategies to Focus on Now

Review the Top 10 things you need to know regarding your retirement plans to take advantage of time-sensitive unique opportunities.

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2021 Planning Tips for the Hospitality Industry

The hospitality industry has been hit hard by the pandemic. Now it is time to ask, "How Can I Prepare My Hospitality-based Business for 2021?"

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The Importance of Internal Controls

Do you know how your internal control system rates? Check out the defining features of internal controls with this eGuide.

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Monthly Closing Procedures Checklist

Do you need help with your monthly closing checklist? Check out our 6 quick tips to help you manage your procedures and review this list to see how yours compares.

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How to Shift Business Growth Planning Into Actionable Steps

Are you planning on executing a growth initiative within your business? Check out this eGuide that gives you actionable steps to implement growth in your company.

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Using Value Drivers to Increase Business Value

In this eGuide, you will find ways to understand and implement key value drivers for your business. Start now to determine your company’s overall health.

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The Business Owner's Guide to R&D Tax Credits

There is a misconception that R&D tax credits are reserved for companies that have a dedicated R&D staff. The truth is any business can qualify as long as they adhere to a few simple guidelines outlined in this eGuide.

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Overcoming Obstacles to Growth

Business owners often see growth as linear. They have necessary products and/or services, they sell them to clients and, with good customer service and sound accounting practices, they can steadily grow the business. However, the reality is much messier as growth takes many turns. Check out the 7 Elements to Business Growth in this eGuide.

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Profitability Review: Using Ratios as a Scorecard For Your Business

The volatility of pricing in the restaurant and hospitality industry makes it vital for business owners to monitor key ratios and compare them to industry standards. Your ratios become the scorecard for your business. This eGuide showcases ratios calculations and how those ratios can be used to measure performance.

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Are You Ready for Your Financial Statement Audit?

There are many things to consider when preparing for a financial statement audit. Make sure you are ready by first reviewing this eGuide.

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Understanding When and Why You Should Outsource Your Accounting

Take the first step in understanding if your business is ready to outsource its accounting by downloading this eGuide.

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ACFE Fraud Prevention Check-Up

Fraud is something that has to be proactively managed. Start with this 7 question fraud assessment to gauge if your business may be at risk.

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The Qualified Business Income Deduction eGuide

Are you a small business owner? Learn how you can take full advantage of the Qualified Business Income (QBI) deduction by downloading this eGuide.

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Business Start-Up


Business Start-Up eGuide

This eGuide outlines the areas you need to focus on when starting a business. From proper entity structure to hiring employees, it’s all discussed in this easy-to-read eGuide.

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