Closely-held businesses face unique concerns and accounting requirements that differ from those encountered by larger companies. Often times, the finances of the business and the family are highly entwined and the business typically represents a large share of the family’s wealth and future security.
For these reasons, it’s essential that you work with a CPA that understands the importance of those relationships and the unique set of skills required. For more than 25 years, our team of professionals has been helping emerging, growing and mature closely-held businesses work through complicated business issues and challenges.
Strategic planning for privately-held businesses is absolutely crucial to ensuring their success. We’ve worked with many of our privately-held business clients through multiple generations, approaching business decisions with the same level of commitment as that of the management team.
Our goal is to build a long-lasting, trusting relationship so our clients feel comfortable asking us any question or approaching us with any obstacle. We offer a comprehensive set of services that help our clients throughout the entire business life cycle, from formation and entity selection, through expansion and acquisitions, to tax and succession planning.