Closely Held Businesses

Keep your most cherished of assets secure with our team of experts ready to guide you toward multigenerational success.

Ensure Generational Prosperity

Your closely held business is most likely your premier asset. Our personalized support ensures its preservation and protection. We understand the unique challenges that accompany family-owned enterprises, including accompanying ambitions and struggles. When you partner with us, we sort through the competing complexities to arrive at solutions that prioritize the care of your legacy above all else.

Whether you are in need of startup guidance, succession planning, or everything in between, we empower you to make informed decisions that will help to ensure prosperity for generations. 

The services we provide for closely held and family-owned businesses include the following:

  • General ledger bookkeeping
  • Financial Statement Preparation
  • Local, state, and federal tax preparation and planning
  • Auditing and accounting
  • Controllership services
  • Expense reduction analysis
  • Technology and accounting systems implementation
  • Business succession planning
  • Company valuation
  • Benchmarking and trend analysis
  • Gift and estate tax planning
  • Internal control design

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