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
May 18, 2020
The Paycheck Protection Program (PPP) was one of the most highly anticipated sections of the CARES Act that was passed on March 27, 2020. Business owners flocked to their lending institutions to apply for the funds to keep their companies afloat and employees paid during the COVID-19 Pandemic. The reason that the PPP loan is […]
May 05, 2020
Cash flow management is a critical exercise during uncertain times like these and one that is top of mind for every business owner. It involves managing every aspect of the business that can have an effect on cash inflows or outflows, including focusing on accelerating inflows, prioritizing spending, and overall allocation of valuable resources. Where […]
April 22, 2020
by Damien Strohmier, CPA, CCIFP Considering an ESOP (Employee Stock Ownership Plan) or have you just implemented an ESOP for owner succession? The technical application of accounting for this transaction generally results in the company presenting a significant deficit where the company previously had equity. But does that have to be the case? How Equity […]
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