Closely Held Business

Your business is always on your mind. As day-to-day details compete for your time, you need help to stay ahead of the competition. You want a dependable trusted advisor to help you strategize and implement financial solutions that are custom designed to achieve your personal goals. Whether your business is large or small, our Closely Held Business professionals can help you produce extraordinary outcomes from startup through succession.

Closely Held Business Solutions


  • Federal tax for flow-through entities
  • State and local tax compliance and consulting
  • Credit and incentive eligibility reviews
  • Nexus reviews

Accounting Resources

  • General ledger bookkeeping and analysis
  • Preparation and analysis of financial statements
  • Outsourced bookkeeping and accounting
  • Software evaluation and implementation


  • Financial statement audits, reviews and compilations
  • Financial reporting and accounting

Personal Financial Services

  • Individual income tax planning and compliance
  • Closely-held family business planning
  • Philanthropic planning and compliance
  • Family office services
  • Estate planning and compliance
  • Trust and estate filings and compliance


  • Strategic business planning
  • Management transition and succession planning
  • Business valuation
  • Merger and acquisition consulting
  • Coaching and mentoring

Read more about our Closely Held Business Practice.

Read more about our Family Business solutions.