Privately Held

We have 100's of closely held business clients
These clients range from emerging businesses to middle market commercial clients. Their needs vary greatly based on their business environment, the stage ownership is at in their careers, and the personal objectives of the management team.

Integrating Business & lifestyle needs
We help owners manage the issues that affect their business & personal lifestyle. Our clients have multiple sources of income, as well family, estate and financial planning needs. We tie together their personal and organizational financial picture to develop solutions to meet their objectives.

Specific Services include:

• Business & personal financial reporting
• Auditing
• Planning & return preparation
• Transition assistance when selling or buying a business
• Banking & financial support
• Internal and multi-state business needs
• Estate & retirement planning
• Special projects

Client Diversity & Risk
We realize each client has different comfort levels. Their decisions are often impacted by age, risk tolerance, current business and personal financial position. The owner of a mature entity may need a greater focus on succession and estate plans, and help preparing an exit strategy, while a younger entrepreneur may need assistance raising capital and establishing a foundation for the business. We understand these variables and look at each client’s situation when planning their accounting, tax and reporting needs.

What Differentiates Our Firm
Early in our client relationship we seek to understand your profitability goals, operational objectives and short and long-term objectives. We help each client identity key performance indicators so they can remain focused on the items that are most critical to their success. Whatever your situation is, our professionals can help walk you through the process and provide as much support and analysis as necessary.