We understand the unique dynamics of closely-held and family-owned businesses. We have over 40 years of experience serving businesses in a wide range of industries, including healthcare, real estate, construction, manufacturing, hospitality, energy and technology, to name a few. Our services focus on industry-specific issues and address the myriad challenges that characterize closely-held businesses. You can count on us to help you identify business risks, assess and improve internal controls, provide budgets and forecasts, and assist you with debt and equity financing.

In addition to financial reporting and tax compliance services, our team of advisors can also assist you with:

  • Mergers and acquisitions
  • Pension and benefit planning
  • Succession planning
  • Wealth transfer planning
  • Entity selection
  • Buy-sell agreements

We invite you to contact us directly, or continue browsing our website to learn more about how we can help your closely-held business.