Advisory Services
Closely Held Business Services
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When requested as part of our transactional advisory services, we offer guidance to our clients who own closely held companies on business and personal financial planning needs related to strategic transactions.
Entrepreneurs that own closely held or family businesses face unique planning decisions when considering a strategic transaction. For these business owners, strategic planning is personal and often involves complex tax, estate planning, business succession and legacy issues.
We understand the issues and needs of our clients with closely held businesses and provide an integrated and personalized approach to guiding them through a successful transaction.
In our role as financial advisor, we partner with third-party financial and legal professionals to facilitate a comprehensive result that meets our client's strategic, financial and personal objectives. These partners include:
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Tax and estate attorneys
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Registered investment advisors
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Wealth managers
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Certified public accountants
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