Julie Kauffman advises heavy equipment contractors, general contractors, and subcontractors throughout Kansas and Colorado on the best long-term options for growth. She frequently advises on solutions for financing equipment, paying down debt, reinvesting capital, or transitioning a business.
Owners and financial leaders in construction contracting rely on Julie’s 25-plus years of experience and down-to-earth approach as they tackle their most complex business challenges. Whether minimizing taxes, maintaining current growth, or easing business transition, Julie gets down in the trenches, upholding business owners’ long-term goals.
Over the years, Julie’s guidance has saved contractors millions of dollars and countless hours of emotional stress. For example:
- Net worth of $40 million was transferred to the heirs of a family-owned road-building business’ through simultaneous ownership transition and estate planning during a growth period for the company.
- Supporting a company’s $30-million-plus growth increasing cash flow through entity restructuring and advising the next generation on ownership transition, financial statements, bidding strategies, and equipment financing options.
- Keeping operations smooth and cost-effective for a $35 million heavy equipment contractor by providing monthly on-site training and ongoing guidance for a new controller.
Growing up on a family farm outside Salina, Kansas, Julie easily identifies with people in the construction world—self-made hard workers, who aren’t afraid to get their hands dirty. She knows about this hard work. As a young adult and in the early part of her accounting career, she drove wheat trucks during the busy summertime harvesting season. Invested in the community and industry she serves, Julie brings a big-picture perspective that positively impacts her clients over the long haul.Fall Saturdays at Bill Synder family football stadium with all 50,000 family members including our three generations.