Private / Closely-Held Businesses

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:

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