Tag: Family Business

Succession Planning Best Practices: A Guide for Leadership Transition

Posted on by Barnes Wendling CPAs

A well-documented succession plan helps reduce risk and ensure your company’s continuing success, yet many firms struggle to develop one that addresses a successful leadership transition. Businesses that follow these succession planning best practices will be in an…

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Featured Client Testimonials

Barnes Wendling (especially Lena) did a great job with our financials. Everything. It is extremely refreshing and comforting to know that all of our numbers are not only correct, but they are in the right place(s). Your diligence and reporting truly does make me (personally) feel better.

Thomas Adomaitis-Controller, Bialosky Cleveland

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Larry Friedman is exceptionally thorough and thoughtful.

Greg Mulach, Individual Tax Return

Featured Client Testimonials

I can wholeheartedly tell you that I have yet to work with an audit or tax team that have been more helpful, easy to work with, and committed than the team at Barnes Wendling- I have been through three different firms in the last few years.

Michelle Saylor, Former Controller

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Floyd Trouten at Barnes Wendling CPAs is an “expert’s expert” when it comes to M & A accounting. Not only does he understand the evolving details of the Tax Code but he also sees the fine points of their application for owners, managers, investors, and financiers.

Mark A. Filippell, Western Reserve Partners

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Barnes Wendling CPAs has been performing our SOC reports since 2011. They’ve been instrumental in improving the quality of the report by providing recommendations on our description, control objectives, and controls. Their team is collaborative and helpful in working through the process and control changes that impact our report and business.

Ernest Pollak - President, National Enterprise Systems, Inc.

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The service is amazing at Barnes Wendling CPAs. The benefit is worth more than the cost. Sometimes it’s true that you get what you pay for.

Mark Boucher - Former Owner, Castle Heating & Air, Inc.

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Floyd and Barnes Wendling CPAs always provide us with peace of mind. Floyd is not only our trusted financial advisor, but we trust him like family. The Barnes Wendling CPAs team is always proactive and meet all of our deadlines. We are very grateful for them.

Trish Gleason, OMCO Holdings & Gleason Family Office

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Our heartfelt thanks to the Barnes Wendling CPAs team for all you do for us, such as your remarkable responsiveness, timeliness in meeting deadlines, and being such a pleasure to work with!

Karyn Davies Mitchell, Caremetx LLC

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Featured Client Testimonials

The quality of your staff on our audit was excellent. I couldn’t ask for a more knowledgeable team with end-result focus.

Brian Spitz, American Tank and Fabricating Company

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Featured Client Testimonials

Barnes Wendling takes a holistic, comprehensive approach that helps ensure we are looking ahead to the future. By keeping us up to date on relevant law and regulation changes, we can focus on running our business rather than burying ourselves in tax law. All of this is well communicated, which is the key to any relationship.

Joe Gramc - CFO, Five Star Trucking

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Featured Client Testimonials

The valuation team at Barnes Wendling CPAs has provided us with consistently excellent service over the last ten years. We have been impressed with their expertise on business valuations, fairness opinions, and Topic 805 engagements.

Ric Hughes - CFO, AKSM

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Featured Client Testimonials

Our auditors from Barnes Wendling CPAs are adept communicators, technically proficient, and patient, reasonable, and very personable. They add value through thoughtful recommendations based on in-depth client knowledge. I respect their opinions and highly recommend them.

Sue Leishman - CFO, Episcopal Diocese of Ohio

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