Closely-held and family-owned businesses are unique in their need to find the delicate balance between family, the owners and the business concerns. Operational issues, compensation, tax planning, multiple generations, ownership transition and the related tax issues must be handled with this balance in mind.
We not only run our own closely-held business, we have helped hundreds of such businesses with these and other issues over the years. We can assist you with strategy and executing sound financial decisions to help achieve the business and family objectives and keep you out in front of the other guys. We are your trusted, go-to team for smart advice and fresh perspective. Our track record as problem solvers, communicators and idea people has helped take many family and closely-held businesses like yours to the next level.
Business Advisory Services
For more information on our Closely Held & Family Owned Business Services, please contact Peggy Murphy, CPA, Shareholder, Tom Prince, CPA, MBA, Shareholder or Rick Chrisman, CPA, MST, Shareholder at 616-949-3200.