Closely Held Businesses

Keep your most cherished of assets secure with our team of experts ready to guide you toward multigenerational success.
AdobeStock_185492144_CloselyHeldBusiness

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

Related Articles

U.S. new home sales miss forecasts amid rising mortgage rates
May 23, 2024
New home sales fell below estimates in April as mortgage rates surged to above 7%, the Census Bureau reported on Thursday.
Beyond group health insurance: understanding your options with Section 105 plans
May 21, 2024
Are you a small business owner looking to offer health benefits without breaking the bank? Our guide to ICHRAs and QSEHRAs explains how these health reimbursement arrangements work, their benefits, and how they can be tailored to fit the unique needs of your business. Learn how to leverage these plans for tax advantages and greater employee satisfaction.
Estate planning insights from America’s wealthiest families
May 21, 2024
Discover how America's elite manage their vast fortunes to ensure their wealth endures across generations. This article breaks down the successful strategies and common pitfalls in estate planning, using examples from storied dynasties like the Rockefellers and Hearsts. Gain insights into how you can protect your financial legacy and avoid common estate planning mistakes.