Why Small and Mid-Sized Businesses Deserve Big-Company Strategies

January 3, 2025

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The SMB Disadvantage

It's no secret that Fortune 500 companies leverage advanced financial strategies to minimize taxes, optimize cash flow, and drive growth. But what about small and mid-sized businesses (SMBs)? Too often, they're told these tools are out of reach. Instead, they're handed basic tax filings and generic advice that fails to address their unique challenges.


The Real Cost of Settling for Less

  • Missed Opportunities: Many SMBs overpay in taxes because their CPA doesn't explore advanced deductions or credits.
  • Cash Flow Challenges: SMBs struggle to fund growth or reinvest in their operations without strategic planning.
  • Competitive Disadvantage: While large companies reinvest tax savings into R&D or expansion, SMBs are left playing catch-up.


How Nth Degree Levels the Playing Field

At Nth Degree, we bring the same strategies used by big corporations to SMBs, including:

  1. Advanced Tax Strategies: We identify and implement tools, such as cost segregation studies, R&D credits, and entity restructuring, to minimize tax burdens.
  2. Cash Flow Optimization: By analyzing spending and leveraging tax savings, we ensure SMBs have the liquidity to scale without unnecessary debt.
  3. Tailored Guidance: Our strategies are customized for SMBs, aligning with their industry, revenue, and growth goals.


Real-World Example

A $6M retail business worked with us to identify $150K in annual tax savings. These funds were reinvested into upgrading their supply chain, improving profitability by 20% within two years. The owner noted, "For the first time, I feel like I'm playing the same game as the big guys-and winning."



Key Takeaway

SMBs shouldn't have to settle for less. With the right financial partner, they can access world-class strategies that empower them to grow, compete, and thrive.

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