Haefele Flanagan

Double congratulations to Jeffrey Bacon on achieving his Enrolled Agent certification and his well-earned promotion to Tax Manager! Client service is always top-of-mind for Jeff and as an EA, he can now represent clients before the IRS and provide additional tax guidance. Well deserved, Jeff! Your #hfco team is very proud!???? #EnrolledAgent #TaxManager #Success

Have you read our Newsletter with Important Updates? James R. Haefele named Leading Partner * Pennsylvania Annual Reporting Requirements * Blog: Resisting the Pressure: Managing Family Requests to Join the Business * And more! https://bit.ly/43e9Vcr

At Haefele Flanagan, we pride ourselves on being more than just your accounting firm—we’re your partners in success. ?? In today’s fast-paced world, it’s easy to feel like relationships are transactional. That’s why we take the time to truly understand our clients, their goals, and their challenges. Whether it’s navigating complex financial decisions or planning for the future, we’re committed to sitting with you every step of the way. Our approach is rooted in: ? Personalized attention ? Clear communication ? A genuine commitment to your success By fostering these deeper connections, we aim to make an impact not just on your bottom line but on your peace of mind. Because to us, your success isn’t just business—it’s personal. ?? We’d love to hear: What’s a quality you value most in a trusted partner? Share your thoughts below! #ClientFocused #AccountingFirm #BuildingPartnerships #HaefeleFlanagan

Why does a #valuation expert care so much about human capital? Watch Dave Bookbinder explain here: https://lnkd.in/eWapGshg Dave will also be a speaker at the #FinExAmeriEuro 2025, visit Finexsummit.com to learn more. And for the record, it's pronounced "Hay-flee" Flanagan??

Are you part of a #familyowned business looking to connect with other like-minded entrepreneurs? Our monthly Virtual Mastermind is the perfect platform for you! This exclusive series is designed to foster collaboration, share insights, and provide actionable strategies tailored specifically to the unique challenges and opportunities faced by family-owned businesses. Learn more and register here: https://bit.ly/41thSJy

Beneficial Ownership reporting injunction lifted - Tentative Due date for filing now March 21st FinCEN said in its alert that it would use the 30 days to "assess its options to further modify deadlines, while prioritizing reporting for those entities that pose the most significant national security risks. FinCEN also intends to initiate a process this year to revise the #BOI reporting rule to reduce burden for lower-risk entities, including many U.S. small businesses." Our team is monitoring the (BOI) updates and will make you aware of any changes to the filing requirements and/or due dates.

Exciting news! We’re thrilled to announce Jim Haefele as our new Leading Partner at Haefele Flanagan. This transition marks a new chapter in HFCO’s ongoing commitment to excellence, innovation, and client success. https://bwnews.pr/4k1KKzT

Don’t miss your chance to hear #valuation expert, Dave Bookbinder, alongside other business leaders as they talk about the future of #finance.

**Guiding Businesses Through M&A—On Both Sides of the Table** Mergers and acquisitions (M&A) can be complex, especially for privately-held businesses where the stakes are more than just financial—they’re personal. At Haefele Flanagan, we specialize in helping businesses navigate M&A on both the buy side and sell side, ensuring a smooth and strategic transition. ?? **Buy-Side Advisory** – Whether you're expanding through acquisition or seeking strategic growth opportunities, we help identify the right targets, conduct due diligence, and structure deals that align with your long-term vision. ?? **Sell-Side Advisory** – When it’s time to transition, whether to the next generation, an external buyer, or a strategic partner, we guide businesses through valuation, negotiation, and closing to maximize value. With decades of experience, we understand the unique challenges and emotional considerations that come with M&A. Our goal is to make the process seamless—so you can focus on what matters most. Thinking about an M&A move? Let’s talk. #MergersAndAcquisitions #BuySide #SellSide #BusinessGrowth

No matter our role, we are all in sales—whether we're building client relationships, delivering exceptional service, or advocating for new ideas within our teams. Every interaction is an opportunity to create value, build trust, and positively influence outcomes. Dave Bookbinder's recent episode of #BehindtheNumbers explores this further. #ListenNow