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