Closely-held businesses

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.

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.


  • Audits, Reviews and Compilations

  • Tax planning and preparation

  • Outsourced CFO services

  • Complex tax strategies

  • Entity selection and business establishment

  • Expansion across state and federal borders

  • Forecasting and projections

  • Preparation for sale or generational transfer