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
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