One of the areas we particularly enjoy is that of financial and tax planning for closely-held businesses and their owners. These engagements offer us the opportunity to employ a wide range of our accounting and consulting skills including planning for specific transactions, possible sales (or purchases) of businesses and succession planning. We are often called upon to attend board meetings, to discuss various issues with officers of the business, and to offer planning choices in areas as diverse as retirement plans and officer compensation. Planning for the orderly transition of a business in the event of death, disability, admission (or expulsion) of new partners/shareholders/members is a significant part of our practice and one in which each of the principals contributes unique skills and outlooks.
