Closely-Held Business
We are here for you.
Whether you are choosing a new business legal structure, purchasing a stake in a franchise, or expanding your current operations, our team has the experience and dedication to help you achieve your goals.
You will benefit from our holistic approach to serving the business and you, its owners. While every CPA firm knows accounting and tax, we are passionate about getting to know your business and making a meaningful impact. For us, it boils down to our mantra of helping our clients achieve genuine success.
Who we serve.
From public companies, family-run businesses, and high net worth individuals, to newly-formed operations, we assist clients in setting up their systems and conducting their operations to achieve financial success.
Services Overview
- Business valuations
- Buy/sell agreements
- Succession planning
- Mergers and acquisitions
- Regulatory guidance
- Employee benefit plans
- Business services
Related Articles View All Thought Leadership
September 27, 2018
Consider the 4 P’s of a Successful Transition Process There’s a well-known saying, “A rising tide lifts all boats,” suggesting as improvements in the general economy occur so will the fortunes of those who – both directly and indirectly – participate in said economy. On September 20, 2018, the S&P 500 and the Dow Jones […]
May 12, 2018
If you received a large refund after filing your 2017 income tax return, you’re probably enjoying the influx of cash. But a large refund isn’t necessarily all positive. It also means you were essentially giving the government an interest-free loan. That’s why a large refund for the previous tax year would usually indicate that you […]
April 12, 2018
Maximizing available credits is especially important now that the Tax Cuts and Jobs Act has reduced or eliminated some tax breaks for businesses. There are two still-available tax credits for small businesses that can provide certain employee benefits. 1. Credit for paying health care coverage premiums The Affordable Care Act (ACA) offers a credit to […]
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To learn more about our services and areas of expertise, contact our team here.
