CLOSELY HELD BUSINESSES

Your business is unique, just as ours is. Our firm is experienced across a variety of industries that provide customers with professional services and consulting, merchandising, and manufacturing and distribution and include such industries as professionals, real estate, fundraising, and insurance.

Your business structure should be tailored to meet your needs. We have experience with all different types of entities – C Corporations, S Corporations, LLCs, LPs, and LLPs. We take the time to learn the different dynamics of your business and understand the individuals and families running the business. Your goals and long term planning can have an impact on your business structure and you should think though the entire life span of the company and plan for both the short and long term.

Even though much of our tasks are financial related, we realize that business – and family – remains all about people. We understand your business history and culture provides the context for the current business position, and often sets the tone and the tax planning for moving forward. While the accounting and tax rules are required to be applied by law and common practice, they can be approached in a context that include family decisions in addition to day-to-day business concerns. We work with the you to establish a clear vision and goals for the business and your family.

Closely held businesses benefit from our experience in tax, business advisory and consulting, and estate planning. By understanding your business and your family, we partner with you to plan for the future.