What is Your Diversity Risk?
2025-01-21 17:24 Don't put all your business eggs in one basket! Make sure you have diversity of customers, suppliers, employees and platforms.
We are now Clarity Value Advisors!
2024-08-08 17:48 Roxanne Coffelt CPA, LLC is now Clarity Value Advisors LLC. 
New Beneficial Reporting Requirements Affect Small Business Owners and Landlords
2024-01-08 14:11 New Corporate Transparency Act Puts New Reporting Requirements on Business Owners and Landlords   On New Years Eve at midnight, maybe while you were toasting with family and friends, a new law quietly took effect.  It is a federal law that affects a lot of businesses, called the Corporate Transparency Act and the resulting Beneficial Ownership Reporting Requirements. We will explain what it is, ...
Coffelt Receives Certified Value Builder Designation
2022-10-12 10:19   Coffelt Receives Certified Value Builder Designation   News Release   WARSAW — Roxanne Coffelt recently completed an intensive training session to receive the designation of Certified Value Builder.     The Value Builder System is a statistically proven methodology designed to improve the value of a privately held business. At the core of the system is The Value Builder Score, an evalu...

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2025