Growing from $2M to $20M changes everything about your tax exposure, and most companies' tax infrastructure doesn't keep up. What worked at one entity, one state, one market tends to break after you expand, acquire, take on investors, or cross state lines. Most companies your size don't need a full-time tax executive. But you do need to know whether your tax function can support the business you're becoming.
A clear-eyed read across the parts that actually decide whether your tax function can scale with the business.
Five deliverables, written in plain English, built so a founder can read them and make a decision.
A clear read on the findings, risks, and opportunities.
Where your tax function actually stands today.
What needs attention, ranked by what matters.
Immediate, medium-term, and strategic moves.
Practical next steps to strengthen the function.
No pressure to buy more. The assessment gives you the clarity to pick the right one, even if that turns out to be "we're fine."
No significant issues. You get a clean bill of health and the documentation to back it up.
We implement the governance, processes, controls, and infrastructure your tax function needs to scale.
Ongoing strategic tax leadership and oversight. The executive seat, without the full-time hire.
Find the gaps, risks, and opportunities.
Design and implement scalable processes and governance.
Ongoing leadership, oversight, and strategic guidance.
A 20-minute conversation to see whether the Tax Operating Model Assessment is the right fit for your company. No pitch, no pressure. Just a clear read on whether it's worth your time.
20 minutes