CTBK

04/02/2026

Your Business Is Your Biggest Asset. Are You Treating It That Way?

Most business owners focus on day-to-day operations, growth, and profitability. But there’s something just as important that often gets overlooked: understanding and building the value of your business.

Because your business isn’t just something you run—it’s likely your largest asset. Yet many owners don’t have a clear understanding of its current value, a plan to increase it, or how to prepare for an eventual transition.

That’s where the Value Acceleration Process comes in.

Start by focusing on:
• Understanding your company’s current value
• Identifying what your business could be worth
• Knowing what drives value from a buyer’s perspective
• Building a clearer path to financial freedom
• Ensuring your business is ready for any transition

You don’t need to wait for the “right” time—you just need to start.

Take control, build value intentionally, and design the future you want.

👉 Access our Value Acceleration white paper to learn how to get started:

A proven framework to help you strengthen performance, uncover value opportunities, and maximize your business before exit. one place.

03/30/2026

Not every business needs a full-time CFO—but every business needs strong financial leadership.

Through cfoSOLUTIONSplus, we offer a flexible, cost-effective way to access senior-level expertise exactly when you need it - delivering the same strategic insight as a full-time CFO, backed by experience across industries, company sizes, and growth stages.

We break down what that looks like—and when it makes sense—in our latest article:

https://bit.ly/4t9X0SB

03/26/2026

We’re thrilled to celebrate our Partner and Visionary, Jon Pellish, on being named to the Buffalo Business First Power 250 List! This recognition highlights Jon’s leadership and his deep commitment to both CTBK and the Western New York community.

Jon’s vision, expertise, and passion for driving growth - within our firm and beyond -continue to inspire our entire team. His leadership has played a key role in shaping who we are today, and we’re excited for what’s ahead.

Congratulations, Jon, on this well-deserved honor!

02/27/2026

Fraud risks aren’t slowing down—and your team is your first line of defense.
CTBK provides customized fraud awareness training to help organizations recognize red flags, strengthen internal controls, and reduce risk before an issue occurs. Practical, engaging, and tailored to your environment.

Take a moment to learn how our training can help protect your organization.

Fraud risks aren’t slowing down—and your team is your first line of defense.CTBK provides customized fraud awareness training to help organizations recognize...

02/26/2026

Independence isn’t just part of our strategy — it’s core to who we are. It reflects our commitment to our clients, our people, and our community. As the accounting landscape evolves, we’re investing in growth, innovation, and the personalized service our clients expect and deserve.

Appreciate Buffalo Business First for spotlighting our commitment to Independence.

Accounting firms nationwide are rapidly undergoing mergers and acquisitions. CTBK in Amherst is not interested in the trend.

02/17/2026

A Hidden Opportunity Sitting in Your Operations

R&D isn’t always obvious. It lives in process improvements, testing, and problem solving happening every day across your business.

Many companies already qualify for the R&D Tax Credit; they just don’t realize it. With recent Section 174 changes bringing more clarity and flexibility, now is the time to take a closer look.

Now is the time to recognize that value. Read more to understand where your opportunities may be.

Innovation has always been at the heart of American success. Yet over the past several years, businesses navigating the Research & Development (R&D) tax credit have faced shifting legislation, new IRS requirements, and a wave of court decisions. The landscape has not been simple—but recent develop...

01/26/2026

Are you or someone you know pursuing a degree in accounting? CTBK's L.E.A.D Summit is a great way to learn the essentials of the public accounting industry, ask questions, and develop skills with a close-knit group from our team. Learn more and apply today using the link below!

https://bit.ly/45wZLUV

01/19/2026

Human connection sits at the center of everything we do at CTBK—from how we serve our clients to how we show up in our community. Our winter interns experienced that firsthand while volunteering at the Ronald McDonald House of Buffalo. Giving back together is an important part of who we are.

12/18/2025

A successful exit isn’t the finish line—it’s the next phase. The fifth and final step in our 5 Steps of Value Management series is about managing what you’ve built, aligning your wealth with your goals, and setting up what comes next. The work doesn’t stop at exit—it evolves.

12/12/2025

Year-end is around the corner. Our latest Face Value video breaks down the key tax updates and planning opportunities to keep in mind for both individuals and businesses.

If you’d like help reviewing your specific situation or making a plan before the year ends, reach out to our team—we’re here to help.

As the year comes to a close, it’s a great time to make sure you’re in the best financial position possible—both personally and in your business. In this Fac...

12/01/2025

No better way to kick off the week than celebrating our people. 🌟 Congratulations to our newest promotions — thank you for the leadership and talent you bring to our team every day! 🎉🙌