Closely Held Businesses

So much of YOU goes into your business.


You have come to the right place. Working with closely-held business is what we do every day. Yes, even on weekends, because we’re running our own business and, like you, it is on our mind all the time.

Running a closely-held business is a massive undertaking. It can become the heart-beat of a family, the obsession of an entrepreneur, and the gift that keeps giving for generations when sold to the highest bidder. So much of YOU goes into this business that it can sometimes be difficult to decide where one ends and the other begins. We get it.

We’re proud of our success and are always looking for more great clients.

Closely-held business owners need to consider the impact of decision on their business and their individual taxes, estate plans, and life decisions. Make us your first call. We can help advise you on the potential outcomes of any decision you’re facing.

 

Closely Held Business Services

bg.jpg

Audits,
Reviews & Compilations


bg.jpg

Entity Selection
& Business Establishment

bg.jpg

Tax Planning
& Preparation


bg.jpg

Expansion across State & Federal Borders

bg.jpg

Outsourced
CFO
Services


bg.jpg

Forecasting &
Projections

bg.jpg

Complex
Tax Strategies


bg.jpg

Preparation
for Sale or Generational Transfer