Bader Martin professionals Haiying Wang, Allan Steinman, and Alvin Martin
Distribution + Light Manufacturing

As a distributor or manufacturer, you're part of the backbone of American industry—and a source of well paying jobs when they're desperately needed. But you face increasing costs, as well as increased national and international competition that makes it more and more challenging to stay in business and turn a profit. 

At a time when every business, financial or tax advantage can make the difference, we can help.

Maybe you're not taking maximum advantage of available federal and state tax deductions, exemptions and credits—such as the Domestic Production Activities Deduction, R&D credit, jobs credit and employment tax credit. Or you need advice in determining the optimal location for a planned move or expansion, including an analysis of state tax nexus considerations. 

Perhaps you'd benefit from establishing an advisory board of skilled professionals and experienced executives, or an IC-DISC to maximize profits on foreign sales. Or maybe you'd just like a knowledgeable, independent perspective on streamlining your business processes or maximizing your cash flow.

Here, you'll find experienced professionals with an appreciation for the specialized nature of your business and the focused expertise to enhance your financial, tax and business operations.  

Our clients include manufacturers and distributors in the homebuilding, restaurant supply and industrial products sectors, as well as various specialty manufacturers and distributors.
Distribution and Manufacturing Services
As a client of our distribution and manufacturing practice group, you'll benefit from services in the following categories:
Advisory Services for Distributors and Manufacturers
  • Choice-of-entity consulting to minimize tax consequences and personal liability, and maximize personal compensation
  • Accounting policies, including choice of inventory method 
  • Inventory costing 
  • Location consulting
  • Compensation and fringe benefits consulting and modeling
  • Retirement planning
  • Succession planning, business continuation and buy/sell agreements
  • Expenditure planning, including budgeting and cash flow analysis, lease/buy consulting, major transactions planning
  • Real estate consulting, including lease analysis and cost segregation studies
  • Governance consulting
Capitalization and Financing
  • Equity structuring and classes of equity
  • Debt versus equity decisions
  • Recapitalization and reorganization consulting
  • Loan negotiations, loan reviews and analysis of loan alternatives
  • Lease versus purchase decisions
Succession Planning, Exit Planning and Transitions
  • Goal setting and evaluation of alternatives, including consideration of familial and cultural issues
  • Mergers, acquisitions and dispositions
  • Buy/sell agreements
  • Liquidity analysis
  • Insurance planning
  • Negotiations and implementation assistance
  • Due diligence
Tax Compliance and Consulting
  • Tax return preparation for federal, state and multi-state, local and international jurisdictions—including income, excise, sales and payroll tax returns 
  • Tax minimization strategies that encompass both income and self-employment taxes, as well as estimated tax planning and retirement plan structuring
  • State and multi-state consulting, including tax nexus issues
  • Uniform capitalization rules and UNICAP analysis
  • Federal tax credits and incentives, including R&D credit, jobs credit, employment tax credit and Domestic Production Activities Deduction
  • Federal excise taxes
  • Research and development expenditures and deductions consulting
  • State tax incentives and exemptions, including manufacturing exemptions 
  • Inventory methods consulting
  • IC-DISC consulting
  • Consulting with regard to the tax implications of investment strategies
  • Representation in connection with IRS and state and local tax examinations
Accounting and Assurance
  • Financial statement audits, reviews and compilations
  • Inventory methods consulting
  • Accounting and bookkeeping services, including data entry and troubleshooting
  • Online accounting for QuickBooks® and Peachtree® systems
  • Training on accounting-related topics
  • Forensic accounting and fraud audits
  • Internal control studies
Advisory Services for Business Owners and Executives
  • Wealth planning, including retirement planning, portfolio and investment monitoring, real estate transactions, education funding
  • Estate planning
  • Charitable giving and private foundations
  • Expenditure planning, including budgeting and cash flow analysis, lease/buy consulting, major transactions planning
  • Financial reporting, including personal and family financial statements
  • Asset protection, including personal liability protection, disability and health care planning, divorce consulting and pre- and post-nuptial agreements, bankruptcy consulting
Bader Martin, P.S. Certified Public Accountants + Business Advisors