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Kyle Jensen

Kyle Jensen

Tax Planning Priorities for Trades and Service Business Owners

Many trades and service business owners run operations with real complexity: payroll across crews, seasonal cash flow, equipment cycles, and subcontractor relationships that shift by job. Tax planning, by comparison,…
Kyle Jensen
Kyle JensenSeptember 18, 2026
Kyle Jensen

The Buy-Sell Agreement Sitting in Your File Cabinet

Many multi-owner businesses have a buy-sell agreement in place. It may have been drafted years ago, reviewed by everyone at the table, signed, and filed away. Ask many owners what…
Kyle Jensen
Kyle JensenAugust 28, 2026
Kyle Jensen

Three Questions to Ask Before You Sign a Letter of Intent

A letter of intent feels like the finish line. After years of positioning the business for transition, it is the first piece of paper that makes a sale feel real.…
Kyle Jensen
Kyle JensenAugust 19, 2026
Kyle Jensen

Cash & Liquidity Management in the Construction Business

In recent news across the construction industry, a handful of established construction firms with decades of history and tens of millions in annual revenue ended up in bankruptcy court. This…
Kyle Jensen
Kyle JensenAugust 19, 2026

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Latest Research and Insights

  • Eric Sterner on Schwab Network: Cautious Optimism Despite Geopolitical Concerns
  • Market Commentary – Back to the Narrow Breadth
  • Apollon Named on Barron’s Advisor’s 2026 Top 100 RIA Firms for Third Consecutive Year
  • Kassi Hyde in Kiplinger: Steps to Managing Inheritances
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