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Many business growth opportunities are missed simply because the conversation starts too late. Learn how CPAs can ask better questions, engage earlier, and create more value for clients.

See how McGuire Sponsel delivered more than $3 million in value through Missouri Works incentives and recovered withholding tax refunds for a manufacturing acquisition and expansion project.

See how McGuire Sponsel secured $1.13 million in state and local incentives for a clean technology manufacturer’s expansion project in Shelbyville, Indiana.

What businesses should know about credits, incentives, and site selection before expanding, relocating, or investing capital.

Expanding, renovating, or relocating your business? Learn how a SMART approach helps companies capture often-missed incentives—like property tax abatements, sales tax exemptions, and utility savings—to boost ROI, improve cash flow, and avoid timing mistakes that can disqualify projects.

Learn how a Nebraska-based manufacturer secured over $900K in incentives as they expanded operations into Iowa.

Manufacturers often expand operations without realizing that manufacturing tax incentives and economic development incentives may be available to offset the cost of growth. One Midwest manufacturing company discovered this firsthand when a planned expansion turned into $2.3 million in incentives without changing its business strategy.

Discover the tax incentives for businesses most companies overlook in 2026—and take the first step with a brief discovery conversation.

Alt Construction secured Whitestown, Indiana, property tax abatements and incentives for a $5M expansion project—achieving $422,205 in property tax savings and reduced tax liability.

A manufacturer specializing in injury prevention and patient positioning products sought assistance for its headquarters relocation and subsequent expansion in Indianapolis.

Why CPAs Get Left Out of Growth Conversations—and How to Reclaim Their Seat

Business expansion conversations often begin long before tax planning does—and that’s exactly why many CPAs miss opportunities to create additional value for their clients.

In this episode of Let’s Talk Tax, host Dave McGuire is joined by Ben Worrell, MBA, and Brian Szymanski, CPA, from McGuire Sponsel’s Location Advisory Services team to discuss why CPAs are frequently brought into growth conversations too late and how asking a few strategic questions can change the outcome.

The discussion explores how business expansions, relocations, capital investments, hiring plans, and equipment purchases can unlock significant credits and incentives—but only when advisors are involved early enough in the decision-making process. Ben and Brian explain why “but-for” requirements make timing critical, what trigger points every CPA should be watching for, and how proactive conversations can strengthen client relationships while uncovering substantial savings.

Whether you’re advising manufacturers, multi-location businesses, or growing companies, this episode provides practical strategies to help position your firm as a more proactive business advisor.

In this episode, you’ll learn:

-Why CPAs are often left out of client growth conversations
-How “but-for” requirements impact credits and incentives
-The key questions every CPA should ask clients throughout the year
-Common growth triggers that create planning opportunities
-Why early involvement can significantly increase incentive value
-How proactive advisory conversations help differentiate CPA firms

Location Advisory Case Studies

Missouri Acquisition & Expansion Incentives for Metal Fabrication Company
Indiana Expansion Incentives for Clean Technology Manufacturer
Iowa Expansion Incentives
Logistics Solutions Leader Arkansas Expansion

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