Family Owned Businesses

Services

Family Owned Businesses

Not so much an ‘industry’ but a way of life, we’ve helped family-owned businesses for generations.  For nearly 40 years we’ve helped our clients manage their businesses for growth and transition to the next generation. Frequently we participate in family meetings as advisors and facilitators. As an objective ‘outsider’ we provide candid assessments in complicated situations to perpetuate the family legacy.

We’re business owners ourselves and have the experience and depth to assist family businesses with the following in addition to traditional accounting, tax, and advisory services:

  • Advisory services for recapitalizing the business debt and equity structure
  • Strategy development to integrate business plan, tax plan, and estate plan
  • Succession planning including participation in financial mentorship and leadership development to the next generation to run the family business
  • Valuation assistance for succession planning, structuring buy/sell agreements, and estate planning
  • Compensation and benefits consulting to design the right retirement and benefit package for retiring and succeeding owners and employees