Family & Closely-Held Businesses

Accounting for Closely Held & Family-Owned Businesses

Running and working within a family business can be both rewarding and significantly challenging. The same goes for closely-held businesses. No other firm understands the emotions and financial obstacles that come into play when working with family like we do. We specialize in this. We are passionate about it. If you need an accounting team to work with your family-owned or closely-held business, your search is over. We can help.

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Our Closely Held & Family Business Accounting Services Include:

  • Outsourced Accounting Services
  • Entity Planning
  • Business Growth Strategies
  • General Business Planning
  • Financial Projections and Benchmarking
  • Ownership Succession and Exit Strategy Consulting
  • Mergers and Acquisitions
  • Capitalization and Debt Management
  • Asset Protection and Wealth Management
  • Business Valuations
  • Buy and Sell Agreements
  • Compensation Policy and Design
  • Conflict Resolution Facilitator
  • Family Governance and Retreat
  • Retirement Planning
  • Estate Planning and Wealth Transfer

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

Family businesses face unique challenges that intertwine personal values with business goals. Holbrook & Manter understands these complexities. We help you build a strong foundation for success with clear values, capable leadership and effective strategies. Our guidance ensures a smooth transition for future generations, including family estate planning and wealth transfer, so your legacy endures.

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

Holbrook & Manter has more than 100 years of experience supporting family and closely-held businesses. We have seen it all. We know how to navigate any challenge. We can assist you with any decision you make for your business, no matter how big or small it may be.

Get Started

To get started on enlisting Holbrook & Manter to handle the accounting processes of your family or closely-held business, reach out to us today.

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