Closely-Held Businesses
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Kurt KoffordDirector |
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Greg GandyDirector |
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Greg PapineauDirector |
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Michael McDevittDirector |
Since our firm was founded in 1982, our focus has been on advising closely held businesses plan and manage their future, not just documenting their past. We understand that as a business owner, your closely held business is a significant part of your overall net worth and will normally be heavily intertwined with your personal life. As a result we ensure that both your business and personal assets are taken into consideration when performing our work, from current year tax planning to setting long-term financial goals.
Please select from the following list to learn more about specific services we offer designed to assist the closely held business owner:
- Business Advisory Services
- Estate Planning
- Financial Planning
- Audits and Assurance Work
- Tax Planning








