Industries [ Closely-Held Businesses ]


Our propensity to think big attracts unique and innovative business owners from a wide range of industries. Whether you are seeking advice for a high-tech startup or you are ready to take a family owned business to the next level, our professionals have the experience and dedication to help you achieve your goals.

Our clients are comprised of individuals and organizations from a variety of industries, each with its unique challenges. Our experienced staff will assist you as you grow your business and continue to move towards your financial goals. We have assisted public companies, family-run businesses, high net worth individuals, and newly-formed operations in setting up their systems and conducting their operations to achieve financial success.


Our services to closely-heald businesses include:


- Mergers and acquisitions
- Tax projections and planning
- Estate tax and estate tax planning
- Regulatory compliance consulting

- Financing/Capital expansion
- Employee benefit plan development
- Risk management services
- Information technology solutions including infrastructure review and planning