Closely Held Businesses
Closely held businesses make up more than 90% of corporations in the U.S. This is our sweet spot. From start-ups to multinationals, closely held businesses remain the core of our practice and the heart of our firm.
We appreciate the entrepreneurial spirit of these clients and do our very best to foster their success. We proactively address their needs, bringing them ideas and strategies to improve their business’ performance. For family businesses, we also understand the dynamics and challenges of working with those close to you, generation after generation.
Our Closely Held Business Services Include:
Exit Strategy Consulting
You should start considering your succession plan and exit strategy the day you start your business. We can help you brainstorm and execute a plan.
Gift and Estate Planning
Your business and family financial circumstances remain inextricably linked, so you need a big-picture approach to effective gift and estate planning.
Merger and Acquisition Consulting
We can help you get your company ready for sale, perform due diligence, structure deals, and determine the tax consequences of transactions.
A must-have for businesses with two or more owners, these documents dictate what will happen if an owner dies, becomes incapacitated, or wants to leave the company.
Entity Structure Analysis
C or S corp? Partnership or LLC? Choosing the appropriate entity can have a significant impact on your tax situation.
Accounting System Consulting
Let us weigh in on which software and system will work best for your company.
Strategic and General Business Planning
Benefit from the guidance and input of a neutral party when making big business decisions. We can help you identify and evaluate your options.
For more information about our services for closely held businesses, please contact:
P. Frank Berry, CPA
Christopher C. Brubaker, CPA, ABV
Richard M. Busofsky, CPA
Helene H. Downs, CPA
W. Keith Haney, CPA
James F. Hutcherson, CPA
Kevin L. Keller, CPA
Glenn M. Lankford, CPA
Jennifer S. Lehman, CPA, CGMA
Edward J. Schmitz, CPA, CFE, CGMA
Travis W. Simpson, CPA
Kendra L. Stribling, CPA
Robin C. Swink, CPA
Jeffrey D. Ulmer, CPA
Clarissa Brown Hoffman, CPA
Gerri L. Carr, CPA
Matthew J. Dean, CPA
Carrie Dugan Brubaker, CPA
Monte J. Glanzer, CPA
Matthew W. Hale, CPA
Celia J. Lankford, CPA
Christine M. Lindsay, CPA
Brittany S. Maynard, CPA
Florena Fay Paurillo, CPA
Jyoti Saggar, CPA
Mark P. Wheeler, CPA, ABV, CFF
Have you compiled a list of New Year’s resolutions for your small business in 2022? Resolutions don’t have to be limited to your personal life. Consider how you can improve in the upcoming year in your role as a small business owner. Of course, everyone’s list will be...
According to “The Next Normal: Preparing for a Post-Pandemic Fraud Landscape,” released by the Association of Certified Fraud Examiners (ACFE) in September 2020, half of U.S. companies uncovered more fraud after the COVID-19 pandemic began than before. If you are just...
Paycheck Protection Plan (PPP) loans were a lifeline for many small business owners during the worst of the pandemic-driven economic slowdown. In total, the Small Business Administration (SBA) approved nearly 12 million PPP loans, averaging $67,000. Although the PPP...