Family Owned Business
Claim the Future
Understanding the dynamics of a family-owned business and the relationship between business, strategy, management, estate, and succession plans is the key to success.
We help clients make the right decisions, always cognizant of how those decisions will affect the family—and how family decisions can affect the business. With a keen focus on balancing long-term health and business success, preparation and strategic planning are critical for complex and, many times, difficult ventures. Our experience provides the guidance you need to wisely prepare for the future.
Looking for an experienced partner to help build a solid future for your family owned business?
- Estate planning and wealth transfer
- Proactive tax minimization planning
- Compensation plan and design
- Buy-sell agreements
- Business valuations
- Ownership transition
- Issues and conflict resolution
- HR consulting
- Family business facilitator
- Succession planning
- Governance and compliance for banks and/or owners
- Budgeting and forecasting
- Operational performance and benchmarking
- Business growth strategies
- Business plan development