Aldrich Uncertainty Report

ABOUT ALDRICH

SECTION HEADING

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

Aldrich Group of Companies Aldrich CPAs + Advisors LLP Aldrich Wealth LP Aldrich Capital Advisors LP

aldrichadvisors.com wealthadvisors.com

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 Aldrich CPAs + Advisors LLP, one of the top 70 accounting firms in the US (Accounting Today)

Private Company Services • Audit and assurance • Business owner planning • Business tax • International tax • M&A advisors • Outsourced accounting corporate retirement plans

• R&D • Tax planning • Valuation services • Legislative and regulatory updates

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 • Audit and assurance • Business tax and consulting services • International tax and transfer pricing • R&D tax credits • Outsourced accounting • Valuation services

Individual Services • Estate planning • Financial planning • Insurance consulting

• Registered investment advisory • Wealth tax services

Industries We Serve

• Agriculture and Farming • Architecture and Engineering • Communications • Construction • Dental • Food and Beverage • Growth Services • Healthcare • Manufacturing and Distribution

• Nonprofit and Government • Professional Services • Real Estate • Utilities • Veterinary

• Wealth management • Tax planning

• Personal finance planning • Aldrich Wealth Family Office • Insurance consulting • Corporate retirement plans

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

Nationwide Service from the Western US

Carlsbad, CA Denver, CO Orange County, CA Portland, OR

Salem, OR Salt Lake City, UT San Diego, CA Spokane, WA

• Mergers & acquisitions • Succession planning • Strategic advisory services

ABOUT THIS REPORT The Aldrich Uncertainty Report presents findings based on original survey data collected using telephonic double-blind interviews with 62 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 in California, Oregon, and the Mountain West (CO, ID, MT, NV, UT, WY). The survey was conducted during August 2025 to provide insights into the outlook, priorities, challenges, and opportunities for private companies and their leaders. 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.

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.

Aldrich Uncertainty Report | Q4 2025

Made with FlippingBook interactive PDF creator