Guidance and advisement on issues unique to privately owned businesses

Our privately held business services offer clients guidance and advisement on issues that are unique to privately owned businesses. We have worked with owners and leaders to develop personal growth strategies and complete successful leadership transitions.

Our privately held business services include:

  • Family succession planning
  • Estate planning
  • Family training and education
  • Financial and cash projections
  • Wealth accumulation strategies
  • Compensation practices and incentive programs
  • Retirement plans: 401(k), profit sharing, pension, ESOP, cash balance
  • Preparation and review of buy-sell agreements