Our Clients

Family-Owned Businesses

Family businesses face unique professional and personal challenges. With over 40 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