Closely Held Business

Adapt to change and plan for the future. Quickly.

In an ever-shifting business landscape, you need the ability to adapt quickly to change, while planning ahead for the future. Our Closely Held Business Services team will work with you to put the right strategies and initiatives in place to help you achieve your goals. Our professionals have hands-on operational experience, as well as the tax, accounting, and financing experience and industry knowledge you need for success.


  • Start-up and Growth Planning 
  • Entity Structuring Analysis 
  • Shareholder/Partner Agreement Design 
  • Strategic and Business Planning 
  • Cash Flow Analysis 
  • Benefit Plan Consulting 
  • Assurance Services including, Audit, Review and Compilation 
  • Transition & Estate Tax Planning 
  • Income Tax Planning