Family-Owned Businesses

Family businesses face unique professional and personal challenges.

With over 50 years of experience, our team of experts understands the intricacies involved with providing assurance and tax-related services to companies like yours. We work to provide solutions that benefit the business and its family members.

Our firm has extensive experience working with family-owned businesses of all sizes. Our family-owned business specialists assist in the following areas:

  • Audits, Reviews, and Compilations of Financial Statements
  • Tax Return Preparation
  • Tax Planning
  • Mergers and Acquisitions
  • Business Valuations
  • Estate Planning
  • Financial Planning
  • Benchmarking/Trend Analysis
  • Business Succession Planning
Man and woman looking over computer working in their store with plants all around.