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Best-in-Class Advisory Born in the Manufacturing Industry

Powered by years of income tax planning experience in the manufacturing and distribution space, we understand what it takes to drive success.

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Strategic Tax & Wealth Guidance for Manufacturing Leaders

Multi-Year Tax Planning

Stay ahead of the curve not just for next April, but for the next several years.

Tax Strategy

Ensure your business is taking advantage of local/state/federal government credits and incentives.

Holistic Wealth Planning

Wealth management and estate/trust planning to protect your future.

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Why Compound?

Running a manufacturing business is challenging enough without factoring in the nuanced understanding of local, state, and federal tax credits needed to optimize your wealth journey.

Whether you're optimizing for the upcoming tax season or are taking a longer-term view of your finances, we're equipped to assist at every step of the way.

The Compound Process

Infinity loop showing Compound’s process: Discover, Plan, Execute, Review, with a central hub labeled Compound & Expand.

The Result: A synchronized flywheel of insight and execution—all coordinated by one partner.

  • Discover
    & Diagnose
  • Integrate
    & Plan
  • Execute
    & Automate
  • Review
    & Optimize
  • Compound
    & Expand
  • Discover
    & Diagnose

    • Deep-dive intake on goals, entities, cash flow, risk, and lifestyle priorities.
    • AI-powered bookkeeping clean-up so we’re working from accurate, near-real-time data.

  • Integrate
    & Plan

    • One interdisciplinary team (tax, wealth, accounting) builds a single, multi-year plan.
    • Entity structuring, tax maps, investment policy, estate roadmap—all aligned on day one.

  • Execute
    & Automate

    • AI handles reconciliations, data pulls, and rule-based alerts; experts oversee and adjust.
    • 48-hour close target gives the leadership team “live” numbers for faster decisions.

  • Review
    & Optimize

    • Quarterly strategy checkpoints + always-on chat/video access.
    • Scenario modeling for new ventures, liquidity events, or family changes.

  • Compound
    & Expand

    • Savings roll into investments; investments generate new planning opportunities.
    • Trust & estate, philanthropy, and advanced strategies layer in as wealth scales.

FAQs

We help manufacturing and distribution clients leverage expansion-related incentives, the R&D tax credit, and act as a strategic sounding board for growth.

Manufacturers benefit from a range of unique tax incentives and planning opportunities, including the Wisconsin Manufacturing and Agriculture Credit, state and local incentives tied to expansion and job creation, and specialized financing programs designed specifically for the manufacturing sector.

We speak from experience: our founder helped lead a 50-person manufacturing company that scaled to a nine-figure exit in just five years, and the remainder of our team has worked at both public and private manufacturing organizations.

Proactive tax planning is essential in manufacturing because it directly impacts cash flow: the lifeblood of any manufacturing operation. Without it, you're not fully accounting for one of the largest potential cash outflows: taxes.

Whether you're monitoring working capital, managing a 13-week cash flow forecast, or navigating growth investments, you need a clear understanding of your income tax exposure to avoid unexpected cash risks.

Manufacturing Leaders, Ready to Start Your Wealth Journey?

Reach out to our team today to take the first step.

Start Your Journey