Built to Scale

Strategic guidance that drives results

To support manufacturers and distributors in achieving sustainable growth, our team has developed a strategic framework focused on six core areas where we deliver measurable impact. From capital planning to compliance, each section offers practical guidance and proven methodologies tailored to the unique challenges of the industry. These insights are informed by professionals with deep sector experience and are designed to help business leaders make confident, well-informed decisions at every stage of growth.

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Most companies don't need a better budget. They need a planning systemMost companies don't need a better budget. They need a planning system

Most companies don't need a better budget. They need a planning system

Many companies outgrow traditional budgeting before they realize it. Learn how modern FP&A connects forecasting, scenario planning, operational drivers, and strategy.

Article
August 18, 2026
finance
technology
Your next CFO probably isn't looking for a jobYour next CFO probably isn't looking for a job

Your next CFO probably isn't looking for a job

Finding the right CFO is harder than ever. Learn why top candidates aren't applying, when to use executive search, and how to reduce hiring risk.

Article
August 11, 2026
org & talent
Build & Enhance
Managing state tax exposure for growing businesses: When to consider a voluntary disclosure agreement (VDA)Managing state tax exposure for growing businesses: When to consider a voluntary disclosure agreement (VDA)

Managing state tax exposure for growing businesses: When to consider a voluntary disclosure agreement (VDA)

Learn when a VDA may help reduce penalties, resolve historical tax liabilities, and strengthen multi-state tax compliance.

Article
July 28, 2026
regulatory compliance
CMMC phase II requirements suspended: Next steps for defense contractorsCMMC phase II requirements suspended: Next steps for defense contractors

CMMC phase II requirements suspended: Next steps for defense contractors

The DoD has suspended CMMC Phase II requirements. Learn what the pause means, ongoing compliance obligations, and key next steps for defense contractors.

Article
July 14, 2026
technology
regulatory compliance
A seller’s guide to integrated diligence: How financial, tax, and technology readiness drive valueA seller’s guide to integrated diligence: How financial, tax, and technology readiness drive value

A seller’s guide to integrated diligence: How financial, tax, and technology readiness drive value

Prepare your business for sale with integrated financial, tax, and technology diligence. Reduce risk, defend value, and strengthen buyer confidence.

Article
July 7, 2026
operations
finance
capital
Realize & Exit
U.S. tariffs in mid-2026: Key developments, current framework, and what importers should expectU.S. tariffs in mid-2026: Key developments, current framework, and what importers should expect

U.S. tariffs in mid-2026: Key developments, current framework, and what importers should expect

Practical 2026 tariff update for importers: IEEPA repeal, Section 122 timeline, 301 expansion, 232 changes, refunds, and rising customs enforcement risks.

Article
June 24, 2026
regulatory compliance
operations
Your first year-end after selling to an ESOP: Accounting, audit, and tax considerationsYour first year-end after selling to an ESOP: Accounting, audit, and tax considerations

Your first year-end after selling to an ESOP: Accounting, audit, and tax considerations

Learn how to properly approach the first year-end after an ESOP transaction with key accounting, audit, and tax considerations to improve reporting, manage risk, and support employee ownership success.

Article
June 11, 2026
capital
finance
CISA’s Microsoft 365 alert is a wake-up call: Are cloud misconfigurations exposing your organization to risk?CISA’s Microsoft 365 alert is a wake-up call: Are cloud misconfigurations exposing your organization to risk?

CISA’s Microsoft 365 alert is a wake-up call: Are cloud misconfigurations exposing your organization to risk?

CISA warns that Microsoft 365 misconfigurations are driving real-world cyberattacks. Learn how cloud security evaluations uncover hidden risk before incidents occur.

Article
April 22, 2026
technology
Understanding CMMC: What defense contractors need to knowUnderstanding CMMC: What defense contractors need to know

Understanding CMMC: What defense contractors need to know

Learn what CMMC 2.0 requirements mean for defense contractors, including certification levels, contract eligibility, and why early readiness matters.

Article
April 21, 2026
regulatory compliance
Leveraging AI in manufacturing: Exploring what’s possibleLeveraging AI in manufacturing: Exploring what’s possible

Leveraging AI in manufacturing: Exploring what’s possible

Leverage AI in manufacturing with practical use cases—quality control, predictive maintenance, digital twins—plus data and policy steps to reduce risk.

Article
March 26, 2026
technology
IEEPA tariff refunds: What importers should do nowIEEPA tariff refunds: What importers should do now

IEEPA tariff refunds: What importers should do now

Learn what’s next after the Supreme Court ruled against tariffs imposed under the IEEPA and how to best position your company for a refund.

Article
March 10, 2026
regulatory compliance
2026 Tax Alert: New IRS guidance allows immediate expensing of certain production facilities2026 Tax Alert: New IRS guidance allows immediate expensing of certain production facilities

2026 Tax Alert: New IRS guidance allows immediate expensing of certain production facilities

Manufacturers may claim 100% first-year depreciation for qualified production property under IRS Notice 2026-16 (IRC 168(n)). Learn about eligibility and rules.

Article
February 27, 2026
regulatory compliance
Manufacturing & Distribution
Is your business ready to sell? A comprehensive guide to strategic, financial, and operational readinessIs your business ready to sell? A comprehensive guide to strategic, financial, and operational readiness

Is your business ready to sell? A comprehensive guide to strategic, financial, and operational readiness

Learn how to prepare your business for sale by strengthening strategy, financial reporting, and operations to enhance valuation and attract buyers.

Article
February 25, 2026
operations
finance
capital
Realize & Exit
2026 Tax Alert: Supreme Court strikes down IEEPA tariffs2026 Tax Alert: Supreme Court strikes down IEEPA tariffs

2026 Tax Alert: Supreme Court strikes down IEEPA tariffs

Learn what’s next after the Supreme Court ruled against tariffs imposed under the IEEPA.

Article
February 20, 2026
regulatory compliance
How bridging finance and operations drives profitability and growth in manufacturingHow bridging finance and operations drives profitability and growth in manufacturing

How bridging finance and operations drives profitability and growth in manufacturing

Finance and operations alignment boosts agility, scalability, and profitability. Learn how collaboration, real-time data, and integrated KPIs transform manufacturing performance.

February 4, 2026
finance
operations
technology
Supply chain strategies and global trade: Tariffs, technology, and uncertaintySupply chain strategies and global trade: Tariffs, technology, and uncertainty

Supply chain strategies and global trade: Tariffs, technology, and uncertainty

Discover how tariffs, regulatory shifts, and technology are reshaping global trade and supply chains. Learn strategies for agility, fulfillment optimization, and tariff mitigation to stay competitive in an era of uncertainty.

January 14, 2026
operations
technology
regulatory compliance
Is your accounting software putting your business at risk?Is your accounting software putting your business at risk?

Is your accounting software putting your business at risk?

Invest in the right accounting and finance software to future-proof your business. Compare QuickBooks, NetSuite, and Sage Intacct for scalability and optimal fit.

Article
January 9, 2026
technology
Ready to sell? Positioning your manufacturing business for a profitable exitReady to sell? Positioning your manufacturing business for a profitable exit

Ready to sell? Positioning your manufacturing business for a profitable exit

Ready to sell your manufacturing business? Learn how to boost valuation, streamline financials, and attract buyers in Charlotte and across the Southeast. Elliott Davis guides manufacturers through due diligence, tax planning, and operational improvements for a profitable exit.

Article
January 5, 2026
finance
operations
Realize & Exit
capital
Tax implications of the AI workforce revolution: The next frontier of human capital planningTax implications of the AI workforce revolution: The next frontier of human capital planning

Tax implications of the AI workforce revolution: The next frontier of human capital planning

Explore how the AI workforce revolution reshapes tax strategy. Learn how OBBBA incentives, automation-driven deductions, and state tax rules impact planning for businesses adopting AI.

Article
December 8, 2025
technology
regulatory compliance
Manufacturing & Distribution
Healthcare
Financial Services
How a manufacturing company regained profitability through enhanced data visibilityHow a manufacturing company regained profitability through enhanced data visibility

How a manufacturing company regained profitability through enhanced data visibility

Discover how a North American manufacturer regained profitability by leveraging enhanced data visibility and dynamic product costing.

Case Study
October 6, 2025
finance
operations
Cybercriminals are targeting manufacturingCybercriminals are targeting manufacturing

Cybercriminals are targeting manufacturing

Cyberattacks are surging across U.S. manufacturing, with 317 breaches reported in 2024 alone. Learn why manufacturers are prime targets, what a breach can cost, and how proactive cybersecurity strategies can protect operations, data, and customer trust.

October 1, 2025
technology
One Big Beautiful Bill: International tax implications for global manufacturersOne Big Beautiful Bill: International tax implications for global manufacturers

One Big Beautiful Bill: International tax implications for global manufacturers

Explore strategic tax planning opportunities for global manufacturers under the One Big Beautiful Bill Act, including GILTI, NCTI, FDII, FDDEI, and R&D.

August 26, 2025
Manufacturing & Distribution
regulatory compliance
From data to dollars: Connecting profitability, sales enablement, and value creationFrom data to dollars: Connecting profitability, sales enablement, and value creation

From data to dollars: Connecting profitability, sales enablement, and value creation

Learn how companies in manufacturing, construction, and service industries can unlock profitability and growth through data-driven sales enablement.

Case Study
August 25, 2025
finance
technology
Build & Enhance
One Big Beautiful Bill: Strategic tax planning opportunities for most US manufacturersOne Big Beautiful Bill: Strategic tax planning opportunities for most US manufacturers

One Big Beautiful Bill: Strategic tax planning opportunities for most US manufacturers

Explore strategic tax planning opportunities for U.S. manufacturers under the One Big Beautiful Bill Act, including deductions, QSBS gains, and R&D expensing.

August 18, 2025
Manufacturing & Distribution
regulatory compliance
What employers need to know about ‘no tax on tips’ and ‘no tax on overtime’What employers need to know about ‘no tax on tips’ and ‘no tax on overtime’

What employers need to know about ‘no tax on tips’ and ‘no tax on overtime’

The One Big Beautiful Bill introduces new deductions for employees regarding qualified tip income and qualified overtime pay. Discover the key takeaways every employer should know.

Article
August 15, 2025
High Net Worth
regulatory compliance
How a complex family-owned business unified its financial strategy with a holistic approachHow a complex family-owned business unified its financial strategy with a holistic approach

How a complex family-owned business unified its financial strategy with a holistic approach

Learn how a multigenerational family-owned manufacturing business unified its financial strategy with Elliott Davis through a holistic, relationship-led approach.

Case Study
August 14, 2025
org & talent
regulatory compliance
Avoiding post-close M&A disputes: Practical strategies to reduce risk and preserve valueAvoiding post-close M&A disputes: Practical strategies to reduce risk and preserve value

Avoiding post-close M&A disputes: Practical strategies to reduce risk and preserve value

Discover practical strategies to prevent post-close M&A disputes. Learn how to reduce risk, align expectations, and preserve deal value through proactive planning and clear documentation.

Article
August 13, 2025
capital
Invest & Acquire
Succession planning – Building a business transition roadmapSuccession planning – Building a business transition roadmap

Succession planning – Building a business transition roadmap

Discover how to build a strategic business transition roadmap with our succession planning framework. Learn how to align personal, financial, operational, and governance priorities to protect your legacy and prepare for a successful exit.

Article
July 1, 2025
org & talent
Sell-side advisory checklist: What to do before you go to marketSell-side advisory checklist: What to do before you go to market

Sell-side advisory checklist: What to do before you go to market

Discover how to get your closely held business ready for sale with our strategic checklist, designed for high-net-worth owners without a clear successor. Learn how to attract the right buyer.

Article
May 28, 2025
capital
How a specialty retailer streamlined a complex add-on acquisitionHow a specialty retailer streamlined a complex add-on acquisition

How a specialty retailer streamlined a complex add-on acquisition

Discover how Elliott Davis helped a specialty retailer successfully acquire a power sports business through strategic planning, sales alignment, and smooth integration.

Case Study
May 13, 2025
operations
org & talent
finance
technology
Build & Enhance
How a portfolio company achieved operational excellence & expansionHow a portfolio company achieved operational excellence & expansion

How a portfolio company achieved operational excellence & expansion

Discover how an expanding portfolio company built a structured approach to facility design, staffing, and inventory flow with the help of Elliott Davis.

May 8, 2025
operations
org & talent
technology
Build & Enhance
How a global e-commerce company revealed $1.2 million in savingsHow a global e-commerce company revealed $1.2 million in savings

How a global e-commerce company revealed $1.2 million in savings

The Elliott Davis team installed Power BI to transform raw data into actionable insights and identify $1.2 million in cost-saving opportunities.

Case Study
April 24, 2025
operations
finance
technology
How tariffs impact sales and use tax across statesHow tariffs impact sales and use tax across states

How tariffs impact sales and use tax across states

Understand the difference between tariffs and tariff-related fees, how they impact sales prices and gross proceeds, and what manufacturers and contractors should consider when managing costs and compliance.

April 17, 2025
regulatory compliance
Key steps for private equity portfolio companies to drive audit efficiencyKey steps for private equity portfolio companies to drive audit efficiency

Key steps for private equity portfolio companies to drive audit efficiency

Private equity firms benefit from audit-ready financial to reduce delays, lower costs, and improve their overall audit experience.

April 14, 2025
regulatory compliance
Build & Enhance
Don’t panic. Prepare—with supply chain resilienceDon’t panic. Prepare—with supply chain resilience

Don’t panic. Prepare—with supply chain resilience

Explore short, medium, and long-term tariff strategies to help businesses with global supply chains manage uncertainty, reduce risk, and respond effectively to shifting trade policies.

April 9, 2025
operations
regulatory compliance
Transitioning a family-owned business? Avoid these costly valuation mistakesTransitioning a family-owned business? Avoid these costly valuation mistakes

Transitioning a family-owned business? Avoid these costly valuation mistakes

A well-executed valuation is necessary for estate planning, gifting, and tax compliance. Without one, you risk audits and penalties from the IRS.

Article
April 4, 2025
org & talent
capital
How a company mastered its first strategic acquisitionHow a company mastered its first strategic acquisition

How a company mastered its first strategic acquisition

Elliott Davis worked with a client on its first technology firm acquisition to integrate with the leadership’s vision, encourage rapid progress post-close, and provide visibility into the integration process.

Case Study
March 27, 2025
org & talent
finance
operations
Don’t be fooled by sales tax assumptions in manufacturingDon’t be fooled by sales tax assumptions in manufacturing

Don’t be fooled by sales tax assumptions in manufacturing

A common misconception in the manufacturing industry is that most transactions are exempt from sales tax. While sales to distributors or wholesalers are typically tax-exempt, failing to comply with proper documentation requirements can lead to significant financial risks.

March 26, 2025
regulatory compliance
How tariffs can trigger surprise tax bills for manufacturers and distributorsHow tariffs can trigger surprise tax bills for manufacturers and distributors

How tariffs can trigger surprise tax bills for manufacturers and distributors

New tariffs on imports could raise costs and taxes for manufacturers and distributors, depending on how tariffs are reported in financials and tax filings.

Article
March 25, 2025
regulatory compliance
Turn your ERP into a next-level command center for your businessTurn your ERP into a next-level command center for your business

Turn your ERP into a next-level command center for your business

Transform your ERP into a dynamic control center that streamlines operations and drives business growth. Discover actionable strategies to optimize your ERP system for seamless decision-making and next-level efficiency.

Article
March 3, 2025
technology
operations
finance
Top 10 cybersecurity trends for 2025Top 10 cybersecurity trends for 2025

Top 10 cybersecurity trends for 2025

Discover the top 10 cybersecurity trends for 2025, including AI-driven threats, Zero Trust security, ransomware evolution, and how businesses can stay ahead of emerging cyber risks.

February 19, 2025
technology
The growing demand for sustainable supply chainsThe growing demand for sustainable supply chains

The growing demand for sustainable supply chains

Suppliers in consumer goods, manufacturing, and retail sectors should meet rising buyer demands for sustainable supply chains. Buyers now rely on standardized frameworks to evaluate suppliers' sustainability efforts.

February 10, 2025
operations
A guide to the South Carolina New Jobs CreditA guide to the South Carolina New Jobs Credit

A guide to the South Carolina New Jobs Credit

Discover how the South Carolina New Jobs Credit works, eligibility requirements, and additional opportunities, such as bonuses for Brownfield sites.

January 30, 2025
regulatory compliance
Succession planning – Tax implications of buying or selling in a partnershipSuccession planning – Tax implications of buying or selling in a partnership

Succession planning – Tax implications of buying or selling in a partnership

Understand the tax implications of buying or selling a partnership or LLC. Learn how ownership unit sales, asset transactions, and purchase price allocations impact taxes for both buyers and sellers. Explore key planning considerations to optimize tax outcomes.

Article
June 23, 2025
org & talent
regulatory compliance
Inventory held by third party marketplace facilities and its impact on nexusInventory held by third party marketplace facilities and its impact on nexus

Inventory held by third party marketplace facilities and its impact on nexus

How Wayfair and marketplace facilitator law affect sales tax nexus, marketplace inventory exposure from third-party warehouses, and income tax filing obligations for remote sellers. Learn how states are enforcing rules for remote sellers.

September 13, 2023
regulatory compliance
Succession planning - Tax implications of buying or selling an S corporationSuccession planning - Tax implications of buying or selling an S corporation

Succession planning - Tax implications of buying or selling an S corporation

Explore the tax implications of buying or selling an S corporation, including key differences between stock and asset sales, deal structuring strategies, and how each option impacts buyers and sellers.

Article
May 15, 2025
org & talent
regulatory compliance

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