Free tools, federal references, and industry-specific resources for current clients and for owners researching what a decision-ready accounting relationship looks like.
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A practical diagnostic for business owners who want a clear picture before sitting down with an advisor.
Industry diagnostic
ABA and pediatric therapy
A diagnostic built for ABA and pediatric therapy clinic owners. Answer a few questions about your practice finances and get a clear picture of where you stand: billing mix, cash flow, staffing costs, and owner pay.
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Free, authoritative resources worth keeping on hand.
A broad starting point for federal small-business tax questions, including EINs, employment taxes, business structures, recordkeeping, and the IRS tax calendar.
For sole proprietors and Schedule C filers. Covers estimated tax (Form 1040-ES), self-employment tax, and what changes when self-employment income shows up for the first time.
Quarterly estimated tax dates, payroll deposit deadlines, and information return filings, all in one place. Bookmark it.
Direct lookup for W-9, 1099-NEC, Schedule C, and every other form you'll touch. Skip the third-party copies and pull from the source.
Stage-based navigation: plan, launch, manage, grow, expand. If you're not sure what stage of the question you're in, start here.
Both traditional and lean templates. Useful even for established businesses that have never written one down.
Free one-on-one mentoring from retired executives, plus a deep template library. SBA resource partner.
Local, in-person small business advising funded through the SBA. Useful when you want a second voice or aren't ready for a paid engagement yet.
General guidance. Every business is different. Talk to a CPA or advisor about your specifics.
The free, official way to get an Employer Identification Number. Apply directly through the IRS at no charge; third-party filing services are not required.
IRS Direct Pay for business tax payments. No registration required.
For businesses scheduling payroll taxes and estimated payments. The standard system for corporations, LLCs, and partnerships.
A clean overview of sole proprietor, partnership, LLC, S-corp, and C-corp. Whether an S-election actually saves you money is a different conversation, but this is the right place to start the structure question.
Worker classification carries significant payroll, tax, and legal consequences and is best addressed before the working relationship begins. Read this before you write your first contractor agreement, not after.
General guidance. Entity choice, worker classification, and tax payments have real legal and tax consequences. Work through these with a licensed CPA or attorney, not just a website.
Log in to your QuickBooks Online account.
Official support and how-to articles from Intuit.
Generic small business resources do not get into payor mix, authorization gates, RBT certification, or the things that make practice finance different. These do.
Applied Behavior Analysis
A major industry association for autism service providers, with practice guidance, advocacy, and industry resources.
The ABA-specific accreditation body. BHCOE's standards shape what payors and acquirers consider quality.
The credentialing body for BCBA, BCaBA, and RBT. A key reference when staff are renewing certifications or moving between states.
The professional membership and advocacy organization for behavior analysts. Strong on policy, ethics, and practitioner-side issues.
Trade publication covering M&A activity, reimbursement changes, and policy developments across behavioral health.
Pediatric Therapy
The OT professional association. Practice-management, reimbursement, and advocacy resources for pediatric OT practice owners.
The pediatric academy of the American Physical Therapy Association. Practice resources specific to pediatric PT.
The SLP professional association. Reimbursement guidance, school-based practice resources, and clinical standards.
Practice management software (CentralReach, Rethink, AlohaABA, Theralytics, WebABA/Ensora, Lumary, TheraNest, Fusion Web Clinic, and others) sits outside this list intentionally. We work in all of these systems. The right choice depends on caseload, payor mix, and how you want to handle billing.
If you operate a multi-center practice and are starting to think about exit: M&A activity in this niche has its own dynamics — payor concentration, BCBA retention, multi-state nexus, and quality-of-earnings expectations specific to behavioral health. Behavioral Health Business is one useful source for tracking transactions and market developments in the sector. When you're ready to talk about what an acquirer would actually look at, that's an Advisory Project conversation.
Whether you are five years out, ten years out, or just want to know what your business is worth right now. These are the places to start. A real exit plan answers three questions: what is the business worth today, what would it take to make it worth more, and who is the right buyer.
Planning frameworks
Frameworks turn exit timing into a process. Reading any one of these gives you a structured way to think about value, readiness, and the right buyer.
The trade body that trains Certified Exit Planning Advisors (CEPAs). Their public content covers the Value Acceleration Methodology and is genuinely useful even if you never hire a CEPA.
BEI's Seven Step Exit Planning Process gives you a concrete framework rather than abstract advice.
A clear, plain-language overview of the major exit options (internal sale, external sale, family succession, ESOP) and what each one trades off. A good first read.
A neutral, curated reading list with no vendor pitch attached. Strong if you want to go deep without sales pressure.
What the IRS actually does when you sell
Tax treatment is where exit deals get expensive. Knowing the basics before you negotiate purchase price allocation matters a lot.
Explains why the IRS treats a business sale as a sale of each individual asset rather than one big transaction, and what that means for buyer and seller.
The reference document. How to figure gain or loss, when it is ordinary versus capital, and how to report it.
The form you will file when business property changes hands. Sellers and CPAs end up here together more often than anyone expects.
Plain-English overview of long-term versus short-term capital gains, holding periods, and the rate categories. Useful background before any sale conversation.
General guidance. Exit planning, business valuation, and tax treatment of a sale are areas where the right answer depends heavily on your specific facts. Treat these resources as background reading, not a substitute for working with a CPA, attorney, and exit planning advisor before any sale.
Plain-language definitions of fractional CFO, controller, fixed-fee accounting, and more. 75 terms organized by topic.
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