Accounting for Closely Held & Family-Owned Businesses

Holbrook & Manter takes a face-to-face approach when handling the finances of your family-owned or closely held business. First, we listen and learn the core values and goals of your company. Then, we suit you with a unique set of accounting solutions to get you to where you want to be.

Be Placed In Good Hands Today

Our Closely Held & Family Business Accounting Services Include:

  • Start up consulting
  • Entity Planning
  • Business Growth Strategies
  • General Business Planning
  • Financial Projections & Benchmarking
  • Ownership Succession & Exit Strategy Consulting
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  • Merger & Acquisition
  • Capitalization & Debt Management
  • Asset Protection & Wealth Management
  • Business Valuations
  • Buy & Sell Agreements
  • Compensation Policy & Design
  • Conflict Resolution Facilitator
  • Family Governance & Retreat
  • Retirement Planning
  • Estate Planning & Wealth Transfer

The H&M Difference: A Personal Approach to Managing Your Family’s Business

In addition to the traditional finance and operational issues, family businesses are faced with distinctive situations impacting the family’s core values and the overall business success. Our main priority is to properly plan and structure your vision so that your closely held & family business prospers. We encourage closely held & family businesses to develop a strong set of core values, capable leadership, effective business strategy and the ability to generate & transition adequate capital to sustain and grow for future generations. When the time comes to ultimately transition the business, a sound exit and wealth transfer plan will help you solidify your future individual goals.

Experience the Difference Today!

Successfully Handling the Demanding & Complex Processes of Your Closely Held Business

Holbrook & Manter has more than 100 years of experience in supporting Closely Held & Family Businesses through business life cycles and can assist clients in making a multitude of decisions that ultimately affect the family and the businesses they own. We’ve been around the block a few times, so we know exactly what to expect. However, our CPAs are also constantly learning about new trends and tax laws so they can help you make proactive financial moves.