Working with forward-thinking closely-held manufacturing and biofuel businesses throughout the United States, Donna identifies opportunities to grow businesses and meet goals whether through strategic planning and advice, accounting and tax-consulting, or business acquisition.
She leads K·Coe Isom’s biofuels practice area, specializing in succession planning, multi-state taxation, inventory management, finance, and traditional tax, audit, and accounting services. Donna connects with manufacturing and biofuels business owners through her vast understanding of these unique industries, including impacts like commodity pricing and fluctuating economic challenges. Donna’s recent advice and strategies led to outcomes that include:
- Increasing net worth of a manufacturer with $600 million in revenue through appropriate domestic production activities deductions.
- Positioning a company for a local banking relationship, allowing for face-to-face communication and deeper banking connections..
- Saving a $35 million manufacturer $1.5 million over 15 years by encouraging the owner to gather data and apply for state investment incentives.
- Increasing a manufacturer’s net worth by $2.5 million in succession planning to heirs.
To Donna, results matter. Growing up on a dairy farm, she learned that getting the job done—no matter day or night—was paramount. This inspires her to bring creative ideas to the table, recommending progressive solutions to difficult problems in the constantly changing industries she serves.