We believe in creating a strong working relationship with our clients to determine their specific accounting and compliance needs.

Closely Held and Family-Owned Businesses

Holbrook & Manter Closely Held and Family Businesses services are as follows:

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

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 and transition adequate capital to sustain and grow the business 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.

View a Benchmarking Sample (PDF file).


To download a printable version of our closely held business brochure, click here.