Aldrich West Coast Private Company Report 2025

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WEST COAST PRIVATE COMPANY REPORT

California | San Diego Metro + Orange County Oregon | Portland Metro + Salem Washington | Spokane + Inland Northwest

2025

TITLE TRANSITION The outlook for West Coast private companies 2025 PRIVATE COMPANY REPORT As a West Coast business leader, you know firsthand that navigating the challenges and opportunities of an evolving economic landscape requires insight, adaptability, and foresight. At Aldrich, we’re committed to equipping leaders like you with the tools and information necessary to make confident decisions that drive success. With this in mind, I’m proud to present our 2025 West Coast Private Company Report. Insights from private company leaders This report is based on exclusive insights from more than 100 owners and executives of private companies in California, Oregon, and Washington. The findings offer an understanding of the opportunities and challenges facing private companies on the West Coast. We are part of a vibrant and resilient business community, and the voices represented in this report reflect the diversity and strength of our region. Uncertainty and operational excellence When responding to our survey in Q4 of 2024, business leaders expressed a cautiously optimistic outlook. There’s obviously been a significant amount of change impacting private companies during Q1 of 2025, driven by concerns about the economy, supply chain disruptions, tariffs, and potential regulatory shifts. Operational excellence is viewed as the most important area of focus by private company leaders. Confidence in uncertain times can come from taking a paced approach to operational excellence, combined with strong strategic planning and financial management. Every phase of your life cycle Aldrich’s 50 -year history of partnering with businesses, their owners, and their employees has shown us that success is not achieved in isolation. It requires collaboration, innovation, and a clear alignment of business goals with actionable strategies. From tax planning and accounting to business transitions and wealth management, we’re here to help you navigate every phase of your business and personal life cycle.

About Aldrich

For more than 50 years, Aldrich has helped businesses, their owners, and their employees achieve their professional and personal financial goals. We pair deep industry experience with a full suite of integrated financial, tax, accounting, wealth, corporate retirement, and business transition services to help bring clarity to every phase of our clients’ personal and professional life cycles. The Aldrich group of companies is composed of: • Aldrich CPAs + Advisors LLP, one of the top 70 accounting firms in the US • Aldrich Wealth LP , a Registered Investment Advisory firm with over $6.5B in assets under advisement • Aldrich Capital Advisors LP , which provides advisory services for business transactions Based in Oregon since our founding in 1973, Aldrich now serves clients across the country from our eight offices throughout the Western US.

Learn more at: www.aldrichadvisors.com/about

John Lauseng CEO + Partner Aldrich

TITLE TRANSITION

PRIVATE COMPANY REPORT | Key Findings

The Aldrich 2025 Private Company Report presents findings based on original survey data collected from 108 business leaders from private companies in California, Oregon, and Washington. As business owners and executives provided insights about growth, operations, and managing uncertainty, they identified five key areas:

Focus on operational excellence Operational excellence was identified as a top focus area by 85% of respondents, even ahead of talent strategies (70%). In a competitive market, a focus on operations can help achieve other priorities identified, such as increasing profitability (75%), cost control (42%), and cash flow management (41%). Developing an effective talent strategy Finding qualified/top talent (70%) was easily the highest staffing concern for leaders. Ways to become an employer of choice, from increasing pay and benefits for top employees to developing clear opportunities to advance within the organization, should all be considered by private companies. Accounting and finance at the center Tax optimization strategies should be on every private company’s radar. Areas of low implementation include cost segregation studies (10%), income deferral (15%), cash flow management (30%), and R&D tax credits (43%). Identifying complex but high-impact areas for outsourcing (tax planning, internal audits, cash flow, and financial statements) can also have a positive effect. Access to data that can drive decisions Only 7% of respondents felt their access to data to drive decisions was excellent. Leaders are often awash in financial, operational, market, and industry data, so pairing AI-enabled tools with advisors who understand your goals can help turn your big data into big insights. Long-term succession planning A successful transition can take 5-10 years, and 46% of respondents are looking to exit their business in the next decade. While most leaders have a personal financial plan (79%), few have a succession plan (38%). In the past year alone, 55% of respondents received at least one unsolicited question or offer about selling, and 37% have had more than three offers.

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WEST COAST REPORT PARTICIPANTS

2025

TITLE TRANSITION REPORT PARTICIPANTS

All respondents are owners or executives of private companies in California, Oregon, or Washington The perspectives are those of decision makers with substantial influence within their organizations, ensuring the insights are directly relevant to stakeholders in similar business environments.

Years in operation

Role in company

6-10 years

30%

67%

11-20 years

29%

28%

21-40 years

33%

41 years or more

Owner/Founder

Executive

Primary location

Annual revenue

$5-$15 million

11%

28%

California

$16-$25 million

36%

14%

Oregon

$26-$50 million

57%

16%

Washington

$51-$100 million

36%

$101-$150 million

Ownership structure

100% of respondents have privately owned businesses

Private equity held

Employee owned (50%+)

12%

Single owner

28%

Family owned (50%+)

49%

Closely held (multiple partners)

TITLE TRANSITION REPORT PARTICIPANTS

Participating companies 21% Construction 19%

18% Real estate

12% Architects + engineers

Healthcare, dental, vet

12% Professional services

1% Agribusiness

12% Food + beverage

6% Manufacturing + distribution

Total number of employees

Remote employees

41%

No remote employees

50%

1-10

25%

17%

16%

12%

21%

11-25

26+

11-25 26-100 101-150 151+ 201-300 More than 300

States where you have customers

Sell or provide goods or services outside the US

57%

Yes

19%

13%

92%

2-3 4-9 10-25 More than 25

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WEST COAST BUSINESS OUTLOOK

2025

TITLE TRANSITION OUTLOOK | Growth

How optimistic are you about your business’s outlook in terms of revenue growth and opportunity for 2025?

28%

23%

Very optimistic

33%

27%

49%

54%

Optimistic

49%

43%

21%

Overall

21%

Neutral

California

18%

27%

Oregon

Washington

Pessimistic

“

WEST COAST EXECUTIVES

“We are working to retrofit existing buildings with energy -efficient systems, including HVAC, lighting and insulation, to meet new energy standards and reduce operating costs.” “To meet the growing demand for mental health care, our company will expand its mental health services, including online therapy and digital mental health platforms.” “As aging structures necessitate updates to adhere to modern regulations, retrofitting for energy efficiency and modernization can be a highly profitable sector.”

”

TITLE TRANSITION OUTLOOK | Economic

How do you rate your business’s current access to outside capital for growth and operations?

19%

23%

Excellent

15%

23%

57%

54%

Good

67%

43%

22%

Overall

21%

Fair

California

18%

30%

Oregon

1% text

Washington

0% 0%

Poor

“

WEST COAST EXECUTIVES

“It will be difficult to attract investment for growth and innovation in such a competitive market.”

“Exploring innovative funding models for legal services, such as litigation funding and shared risk agreements, can help finance legal actions and share financial risks.” “Securing financing for large projects can be tough during uncertain economic times due to market fluctuations and investor confidence.”

”

TITLE TRANSITION OUTLOOK | Economic

What impact do you think the national economy will have on your business over the next 12 months?

“

21%

Overall

30%

45%

WEST COAST EXECUTIVES

“Fluctuations in the US economy could weaken consumer confidence and slow housing market growth.” “Possible changes to real estate and capital gains taxes may affect buying decisions of customers and profitability.” “Economic conditions are fluctuating within the country, so a potential recession can impact property values and buyer confidence.” “Along with increasing labor costs we are also facing disruption in our supply chain that is affecting the timely completion of projects.”

31%

41% 23%

California

23%

54%

21%

Oregon

37%

40% 20%

Washington

Significant impact

Moderate impact

Slight impact

What impact do you think your local/regional economy will have on your business over the next 12 months?

46%

23%

46%

31%

Overall

28%

15%

56%

California

”

21% 44%

36%

Oregon

27%

37%

Washington

Significant impact

Moderate impact

Slight impact

TITLE TRANSITION OUTLOOK | Regulatory

What impact, if any, do you expect these areas will have on your business over the next 12 months?

Taxes

38%

43%

19%

Local/state regulations

54%

27%

19%

Employment laws

11%

56%

30%

Environmental regulations

40%

26%

30%

Significant impact

Moderate impact

Slight impact

“ WEST COAST EXECUTIVE “Rising property taxes will affect the affordability and profitability of buyers and renters.”

”

TITLE TRANSITION OUTLOOK | Market

What impact, do you expect these areas will have on your business over the next 12 months?

WEST COAST EXECUTIVES

“As consumer budgets are affected by inflation, they might move towards cheaper, store-branded products, which could decrease the profitability of high-end food and beverage items.” “Rising inflation rates make it difficult to retain qualified dentists.” “Despite the growing demand for eco-friendly building materials, it remains a challenge to find and obtain them.”

Inflation

53%

44%

31%

18%

25%

Supply chain

Insurance requirements

12%

20%

37%

Data privacy and security

11%

16%

31%

Significant impact

Moderate impact

Slight impact

”

How concerned are you about each of the following factors?

WEST COAST EXECUTIVES

“Rise in the competition with new brands entering the market can impact our market share and revenue.” “Dental service organizations and larger chains are growing, leading to potential competition for independent or small practices to reduce their prices.” “Keeping customers loyal to our brand can be really tough, especially with so many new competitors popping up all the time.”

Price competition

33%

21%

12%

Outlook for your industry

36%

22%

18%

24%

Changing customer preference

16%

30%

28%

27%

New market entrants

15%

33%

37%

Most concerned

Least concerned

”

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WEST COAST OPERATIONS

2025

TITLE TRANSITION OPERATIONS | Financial

What are the top financial priorities for your business over the next 12 months?

“

75%

WEST COAST EXECUTIVES

72%

Increase profitability

“Subscription -based models are being explored as a method to generate consistent revenue and keep customers coming back.” “Modular and prefabricated construction methods are being used to reduce costs, improve efficiency, and shorten project schedules.” “Legal tech presents a great opportunity for us to streamline our operations and reduce our overall costs.” “The task of finding the right pricing strategies that keep us competitive in the market while also ensuring profitability can be challenging for us.” “The number of architect firms is in the area is increasing and some are offering the same services, but at lower price range, which may impact our business.”

74%

80%

69%

72%

Revenue growth

69%

63%

42%

38%

Cost control

46%

40%

41%

31%

Cash flow management

46%

47%

37%

49%

Access to capital

31%

30%

”

21%

26%

Debt management

18%

20%

Overall

California

Oregon

Washington

| Respondents could select more than one answer

TITLE TORPAENRSAITIONS | Focus Identify the top focus areas for your business in 2025 OPERATIONS | Focus

Operational excellence

35%

23%

27%

33%

19%

18%

10%

20%

Talent

Planning for uncertainty

13%

19%

11%

21%

35%

Digital transformation

16%

21%

31%

22%

20%

16%

23%

32%

Access to capital

Most important

Least important

“

WEST COAST EXECUTIVES

“Modular and off -site construction methods are becoming increasingly popular due to their efficiency, cost- effectiveness, and ability to reduce waste.”

“By offering alternative fee options such as a subscription -based model or value based model, we will attract more clients.”

“Incorporating robotics and artificial intelligence into operations will increase productivity and reduce overall operational costs.”

“Our industry is facing a significant shortage of skilled labor, which could make it difficult for us to meet project requirements on time and with the quality we need.”

“Analyzing operational data will help us identify cost -saving opportunities, and artificial intelligence will enhance this process significantly.”

”

TITLE TRANSITION Outside of sales and revenue, what are the top priorities for your business over the next 12 months? OPERATIONS | Priorities

69%

Overall

Improving operations (efficiency, productivity, technology, etc.)

67%

72%

California

67%

61%

Oregon

54%

Customer satisfaction

67%

63%

Washington

56%

69%

Grow market share

51%

47%

54% 54%

Hiring new employees

51%

57%

40%

46%

Expansion (locations, offerings, services)

36%

“

37%

WEST COAST EXECUTIVES

30%

Current employees (satisfaction and engagement)

“We are looking into the possibility of expanding into new states or regions that show strong growth potential.” “Investing more in research and development can help create new ideas and unique products that stand out in the overall market.” “Expanding into international markets presents a chance to tap into new business opportunities and diversify our revenue streams in 2025.”

21%

31%

40%

19%

13%

Diversification

23%

20%

11%

Preparing next gen/ succession planning

15%

10%

5% 5%

Acquisitions/joint ventures/partnerships

10%

”

| Respondents could select more than one answer

TITLE TRANSITION OPERATIONS | Data

How would you rate your company’s current use of financial data for decision making?

“

WEST COAST EXECUTIVES

Excellent

“We will be adopting automation and Internet of Things (IoT) in our manufacturing which will boost our efficiency, reduce costs, and enhance our decision making.” “Using big data analytics will help us spot trends and improve how we plan projects and allocate resources effectively.” “Automation will enhance operating efficiency by enabling property executives to manage maintenance requests with minimum manual intervention.” “We are integrating advanced data analytics so that we can analyze past cases and outcomes more effectively.”

Good

67%

Fair

25%

Poor

”

TITLE TRANSITION What do you think will be your top talent challenges in 2025? OPERATIONS | Talent

70%

59%

Finding qualified/ top talent

72%

83%

62%

69%

Offering salaries that keep pace with inflation

72%

40%

“

41%

WEST COAST EXECUTIVES

31%

Understaffing

“Shortage of staff and maintaining work balance will be challenging.” “Lack of skilled labor in the construction industry could slow down construction and renovation.” “The shortage of healthcare professionals, including doctors, nurses, and specialized technicians, is going to be one of the biggest challenges.” “We are still in a remote working model which will continue and due to this, we are not able to guide our junior lawyers.” “Finding skilled labor in 2025 will be the biggest challenge for us.”

51%

40%

32%

31%

Affordable housing for employees

18%

53%

21%

23%

Return to office/ hybrid working

21%

20%

26%

Succession/transitions

21%

13%

”

Overall

California

Oregon

Washington

| Respondents could select more than one answer

TITLE TRANSITION OPERATIONS | Talent OPERATIONS | 401k

Companies that offer employees a 401(k)

74%

59%

57%

46%

California

Oregon

Washington

Overall

“

WEST COAST EXECUTIVES

“Cost to the company is somewhat high and it's a little complex, which makes it difficult to understand.” “The educational resources we have now are old and don’t align with what’s happening in the market today.”

“My experience with our 401(k) plan is great and we have not encountered any kind of issues .” “Poor recordkeeping practices are leading to compliance issues, which can be fixed by conducting regular audits.”

”

Rate the following aspects of your current employee 401(k)

Ability of the plan to meet the needs of owners/executives

25%

30%

45%

Investment options and performance

25%

44%

19%

23%

39%

22%

11%

Employee education

Employee participation and engagement

33%

19%

33%

14%

Confidence that you will meet your fiduciary responsibilities

28%

31%

38%

Ability to understand and comply with regulations

25%

42%

17%

13%

Cost of the plan to the company

20%

31%

22%

23%

Customization of the plan to meet the goals of your company

31%

25%

30%

13%

Excellent

Extremely poor

TITLE TRANSITION How do you handle these areas of accounting? OPERATIONS | Accounting

27%

53%

20%

Tax planning

Strategic planning financial models

66%

23%

10%

Reconciliations, journal entries, and month-end close

27%

40%

33%

87%

10%

Payroll

20%

37%

43%

Internal audits

34%

40%

26%

Compliance/tax

53%

13%

33%

Management reports

Financial statements, income, cash flow, balance sheet

40%

43%

17%

100%

Accounts receivable

100%

Accounts payable

Fully or mostly outsourced

Full or mostly in-house

Equal mix of in-house and outsourced

TITLE TRANSITION

OPERATIONS | Accounting

How would you rate your internal accounting team in the following areas?

26%

56%

19%

Ability to develop new skills

Expertise and keeps pace with developments

42%

30%

27%

Specialized understanding of your industry

41%

17%

27%

44%

25%

Accuracy and compliance

Proactive and makes recommendations

24%

41%

29%

Provides real-time insights to management

25%

33%

38%

Timely and accurate financial reports

39%

32%

25%

34%

36%

26%

Optimizes your cash flow

24%

54%

22%

Value for money

Excellent

Poor

ALDRICH INSIGHTS

Going from Complexity to Clarity Through Outsourced Accounting: Q+A with Eric Seifert, Partner + Director of Outsourced Accounting

Learn more

TITLE TRANSITION OPERATIONS | Tax

Which of the following tax optimization strategies have you implemented recently or are considering implementing?

Cost segregation studies

36%

53%

10%

Cash flow management

67%

30%

Improved internal controls

53%

41%

Capital gains and losses

65%

32%

Accelerating deductions

16%

30%

55%

Income deferral

24%

61%

15%

State and local tax minimization strategies

57%

41%

Hiring incentives

60%

32%

Energy efficient investments

27%

48%

25%

R&D tax credits

43%

16%

42%

Deferred compensation

14%

72%

14%

Not considering implementing in next 12 months

Currently implementing or considering implementing in next 12 months

Implemented previously

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WEST COAST TECHNOLOGY

2025

TITLE TRANSITION TECHNOLOGY | Software What accounting software do you currently use?

“

WEST COAST EXECUTIVES

28% 27%

44%

“A CRM that will be AI integrated will be more efficient in lead management.” “Data -driven customer insights enhance product offerings and focused marketing, resulting in increased customer retention and satisfaction.” “We could enhance our client experience by creating mobile apps that keep them engaged during the buying process.” “We can reach a broader audience and target prospects more effectively with digital marketing tools and social media.” “Marketing automation tools will allow us to create targeted campaigns based on consumer behavior.”

Microsoft Dynamics

QuickBooks Enterprise

Sage

23% 22% 8%

Oracle NetSuite

Workday

QuickBooks Online

Which of these areas do you currently have software in place for? 87% Payroll 80% CRM

67% Human resources

63% Time + attendance

”

33% GPT/AI

58% Marketing automation

TITLE TRANSITION TECHNOLGY | Investments TECHNOLOGY | Investments Which of these technology areas are you are planning to invest in over the next 12 months?

81%

79%

Accounting

87%

77%

“ WEST COAST EXECUTIVES “Technology can help us prevent costly mistakes and work together with teams in real time, even if they are in different locations.”

73% 72% 72% 72%

Artificial intelligence

70%

77%

Learning and development

74%

57%

“E -learning platforms can offer ongoing education for employees, helping to build a more skilled workforce.”

46%

33%

Digital transformation

54%

53%

“Utilizing automated manufacturing systems and robotics will reduce our production cost.” “Advanced inventory management systems can help us reduce waste and improve supply chain efficiency, ultimately saving us money.” “Machine learning algorithms can analyze past case data to forecast potential outcomes, helping us in making informed strategic decisions.” “Our focus is on IoT integration and cybersecurity solutions to get ahead of our competitors.”

55%

59%

Data safety/security

54%

50%

46% 45%

Advanced materials

44%

47%

19%

26%

Blockchain/crypto

10%

20%

16%

15% 15%

Robotics

17%

”

Overall

California

Oregon

Washington

TITLE TRANSITION

TECHNOLOGY | Implementation

When it comes to new technologies, how much of a challenge are these areas for your company?

Technology governance

10%

38%

45%

Keeping up with rapid changes

26%

36%

21%

14%

35%

36%

19%

Employee training

Getting value from the new tool

12%

24%

32%

28%

Integration with existing systems

17%

31%

29%

22%

19%

37%

28%

13%

Implementation

Internal IT team (size, skill, etc.)

29%

42%

18%

Cost (licensing and setup)

16%

30%

26%

22%

Search/selection

32%

39%

23%

Very challenging

Not challenging

“

WEST COAST EXECUTIVES

“Introducing new systems can be complex and may disrupt our existing workflows, which can lead to temporary inefficiencies.” “Our company lacks the necessary expertise to effectively implement and use AI technologies.” “Our company is working to improve the accuracy and speed of diagnosing diseases by analyzing various images and lab results by leveraging AI.”

“Advanced training programs that utilize AI have the potential to significantly enhance the skills of the workforce.” “Our legacy system may not be able to support the integration of AII, which will slow down the adoption and increase costs.” “Overcoming pushback from employees and stakeholders when introducing new systems or processes is a challenge.”

”

TITLE TRANSITION

TECHNOLOGY | Artificial Intelligence

How do you currently think about the impact AI can have on your business?

Interested, but aren’t using it currently

47%

Have begun to experiment with AI tools

25%

Currently using AI in specific areas

13%

“

WEST COAST EXECUTIVES

Haven’t considered it

“The capability to visualize projects in virtual reality, combined with AI enhancements, has the potential to transform how we present to clients and secure their approvals.” “AI would improve project management, optimize construction schedules, predict delays, and improve resource distribution.” “With AI we can optimize our supply chain by analyzing the market trend and external factors.” “Overreliance on artificial intelligence can reduce human oversight, which can lead to potential errors or oversights.” “AI can interpret customer data to design targeted marketing campaigns by understanding preferences and behavior of potential buyers.” “AI algorithms could negatively impact our operations by leading to unfair or inaccurate decision making.” “Facilitating dynamic pricing models with the help of AI can help us understand supply and demand fluctuations.”

Concerned it could have a negative impact

ALDRICH INSIGHTS

Artificial Intelligence — What Are the Possibilities for Business Owners? Q&A with Josh Axelrod, Aldrich COO

Learn more

”

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WEST COAST TRANSITION AND SUCCESSION

2025

TITLE TRANSITION | Succession + Governance Which of these transition plans and governance structures do you have in place for your business?

38%

79%

47%

Personal financial plan

Business exit plan

Contingency/continuity plan

34%

33%

38%

Shareholders agreement

Management advisory group (non-family)

Succession plan

ALDRICH INSIGHTS

Is Your Business Valuable to Potential Buyers? Key Drivers and Detractors of Value

32%

Learn more

Board of directors

| Respondents could select more than one answer

TITLE TRANSITION | Exit Planning What is your timeline for exiting your business?

Currently pursuing

11%

16%

1-5 years

6-10 years

19%

More than 10 years

35%

Don’t have one

What ownership transition strategies have you considered?

12%

Sell to a third party

18%

10%

27%

36%

Passing the business to a family member

23%

20%

45%

49%

Employee stock ownership plan (ESOP)

46%

40%

45%

49%

Strategic partnerships or joint ventures

38%

50%

52%

36%

Management buyout

56%

67%

Overall

California

Oregon

Washington

| Respondents could select more than one answer

TITLE TRANSITION TRANSITION | Offers

In the last 12 months, how many times have you received unsolicited questions or offers about potentially selling your business?

Overall

18%

38%

California

1-2

18%

Oregon

10%

Washington

37%

23%

3-5

33%

40%

45%

38%

None

49%

50%

ALDRICH INSIGHTS

Responding to Unsolicited Offers and Inquiries: Why One-on-One Conversations with a Prospective Buyer Can Potentially Be Harmful

Learn more

TITLE TRANSITION Which of these is most important to you in terms of your investment strategy? TRANSITION | Personal Strategies

74%

79%

Diversification

77%

63%

51%

44%

Wealth preservation

51%

60%

39%

44%

Liquidity

26%

50%

47%

36%

Alternative assets

33%

47%

49%

Estate planning, wealth transfer, legacy planning

54%

46%

47%

49% 49%

Tax efficiency

62%

33%

Overall

California

Oregon

Washington

| Respondents could select more than one answer

TITLE TRANSITION Have you formally developed a strategy to align the exit value of your business to your post-sale wealth/retirement goals? TRANSITION | Financial Planning

37%

63%

Yes

Does your current personal financial plan and investment portfolio align with your financial goals, tax objectives, risk tolerance, and family objectives?

51%

Yes

Somewhat

49%

Lifetime estate and gift tax exemptions are scheduled to reduce significantly Jan. 31, 2026. Have you revisited your estate plan to specifically address these changes?

Have an estate plan already and am planning to revise

17%

Have an estate plan, but am not sure

41%

Have an estate plan already and am not planning to revise

19%

Don’t have an estate plan

23%

TITLE ATLRDARNI CSHI T I O N ALDRICH

ALDRICH INDUSTRY FOCUS

For more than 50 years, Aldrich has helped businesses, their owners, and their employees achieve their professional and personal financial goals.

Agriculture + Farming Architecture + Engineering Communications Construction Dental Food + Beverage Growth Services Healthcare Manufacturing + Distribution Nonprofit + Government Professional Services Real Estate Utilities Veterinary

We pair deep industry experience with a full suite of integrated financial, tax, accounting, wealth, corporate retirement, and business transition services to help bring clarity to every phase of our clients personal and professional life cycles.

The Aldrich Group of Companies is composed of:

Aldrich CPAs + Advisors LLP , one of the top 70 accounting firms in the US

•

Audit and assurance

•

Tax preparation and planning

•

Outsourced accounting

•

Business consulting services

ALDRICH OFFICES

• International tax and transfer pricing

Carlsbad, CA Denver, CO Orange County, CA Portland, OR Salem, OR Salt Lake City, UT

Aldrich Wealth LP , a registered investment advisory firm with more than $6.5B in assets under advisement that offers services for individuals and corporate retirement plans

•

Wealth management

•

Tax planning

San Diego, CA Spokane, WA

•

Personal finance planning

•

Corporate retirement plans

Aldrich Capital Advisors LP , which provides advisory services for business transactions

•

Mergers & acquisitions

•

Succession planning

•

Strategic advisory services

TITLE ATLRDARNI CSHI T I O N ALDRICH | Awards

Accounting Today Top Firms by AUM (2024): The Accounting Today “Wealth Magnets” Top Firms by AUM is an independent listing produced annually by Accounting Today and SourceMedia. The list is based on data gathered from CPA wealth management and financial planning firms, broker - dealers, and Accounting Today research. The ranking is based on each firm’s reported or researched amount of assets under management as of the end of the previous calendar year or later and does not evaluate the quality of services provided to clients; nor is it indicative of a firm’s future performance. Neither the firms no r their employees pay a fee to Accounting Today in exchange for inclusion in the Wealth Magnets ranking. Portland Business Journal’s Largest Money Management Firms in Oregon & SW Washington (2024): This ranking is compiled using information provided by firm representatives through detailed questionnaires assessing key data such as assets under management and overall firm growth. In cases where companies reported identical metrics, rankings were determined alphabetically.

ABOUT THIS REPORT

The Aldrich 2025 Private Company Report presents findings based on original survey data collected using telephonic double-blind interviews with 108 respondents and was conducted by a third party. All respondents are owners or executives of private companies with annual revenues between $5-150 million based on California, Oregon, and Washington. The survey was conducted during the fourth quarter of 2024 to provide insights into the outlook, priorities, challenges, and opportunities for private companies and their leaders in 2025. The survey data reflects the perspectives of decision makers with substantial influence within their organizations, ensuring the insights are directly relevant to stakeholders in similar business environments. The research was conducted in adherence with strict research standards throughout the data collection and analysis process to ensure that findings are accurate, reliable, and meaningful. All responses were collected and analyzed in a manner that safeguards respondent privacy. The report is based on aggregated, anonymized data to uphold confidentiality while delivering actionable insights. Due to rounding, not all percentage totals found in the report equal 100%. Comparison calculations are made from total numbers (not rounded numbers). Some respondent quotes were lightly edited for clarity. Tax insights and advice included in this document may not describe all relevant facts or analysis of all relevant tax issues or authorities. This document is solely for the intended recipient’s benefit and may not be relied upon by any other person or entity.

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Aldrich CPAs + Advisors LLP

Aldrich Wealth LP

Aldrich Capital Advisors LP

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