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Family businesses

We take on a select number of clients, mostly concentrated in our areas of industry expertise, so that our workload allows us to dedicate the proper time and attention to consult with your family business.

And, when it is time to pass your family business on to the next generation of the family or to carry out due diligence in conjunction with a sale or merger, we are in the best position to assist you.

  • Business Valuation
  • Estate & Trust Planning and Tax Preparation
  • Profit & Performance Improvement
  • Internal Audit
  • Due diligence