Our Clients

Family-Owned Businesses  Contact Us To Request A Proposal

Family businesses face unique professional and personal challenges. With 50 years of experience, our team of experts understands the intricacies involved with providing financial statement audit and tax-related services to companies like yours. We work to provide solutions that will benefit the business, as well as the family members.

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

  • Audits, reviews, and compilations of financial statements
  • Tax return preparation
  • Tax planning
  • Mergers and acquisitions
  • Business valuations
  • Technology consulting
  • Estate planning
  • Financial planning
  • Benchmarking/trend analysis
  • Business succession planning