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 10, 2019
Business owners devote their lives to the successful growth of their companies and what is likely the most significant asset to support their retirement. Yet, in the final stages of ownership, some owners do not take the necessary steps to plan a sale and to maximize the value of their company and life’s work. The […]
March 15, 2019
Business owners who don’t yet have a tax-advantaged retirement plan still have time to establish one and reduce their 2018 tax bill. For example, a Simplified Employee Pension (SEP) can still be established for 2018, allowing you to make contributions that can be deducted on your 2018 income tax return. Contribution Deadlines A SEP can […]
February 22, 2019
Small business owners who work from home could save money on their taxes by taking the home office deduction, as long as they meet the requirements set forth by the IRS. There are now two methods to choose from when considering your home office deduction: the actual expenses method and the simplified method. Basics of […]
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To learn more about our services and areas of expertise, contact our team here.
