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
January 21, 2019
It may seem odd to develop a business exit plan this soon, but you must look out for your own financial future. You have to consider your company’s income and expenses and applicable tax breaks (especially if you own a pass-through entity). For example, you need to develop an exit strategy so taxes do not […]
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 […]
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