Family businesses account for 80 to 90 percent of all U.S. businesses and roughly half of the country's Gross National Product. Family businesses face unique challenges, particularly in the areas of leadership and ownership, defining roles and responsibilities, succession planning, communication and conflict resolution, and balancing family and business goals. We assist you in thoughtfully and objectively ensuring your firm's continuity and growth with the following services:

• Strategic planning for the business and family
• Management consulting
• Succession planning
• Estate planning
• Tax consulting and return preparation
• Participation, compensation and performance evaluation
• Budgeting, cash flow and financing
• Creating and working with a board of directors

 
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